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Connext Global Solutions

Virtual Concierge

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  • Posted a month ago
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2-4 Years

Human Resources

Job Description

Responsibilities

Welcomes patients and visitors by greeting patients and visitors, in person or on the telephone, answering or referring inquiries.

Optimizes patients satisfaction, provider time, and treatment room utilization by scheduling appointments in person or by telephone.

Keeps patient appointments on schedule by notifying provider of patient's arrival; reviewing service delivery compared to schedule; reminding provider of service delays.

Comforts patients by anticipating patients anxieties; answering patients questions; maintaining the reception/call center area.

Ensures availability of treatment information by filing and retrieving patient records.

Maintains patient accounts by obtaining, recording, and updating personal and financial information.

Obtains revenue by recording and updating financial information; recording and collecting patient charges; controlling credit extended to patients; filing, collecting, and expediting third-party claims.

Protects patients rights by maintaining confidentiality of personal and financial information, HIPPA compliancy.

Maintains operations by following policies and procedures; reporting needed changes.

Other Duties include:

E-Fax Management and delivery to appropriate employees.

Received Outside Post ops- filed A-Z in appropriate binder.

Received Outside H&P, EKG, etc- filed A-Z in appropriate binder.

Received Non-Urgent Review- Letters from MDS -filed A-Z in appropriate binder

Manage pre-appointment chart notes.

o Collect chart notes from referring doctors prior to patient appointment.

Manage outbound referrals.

o In Management Plus (DLV referred to)- document appropriately

o Outbound referral binder

Follow up with referring OD's and MD's on status of the referral

Log all outbound referrals.

Follow up to ensure letters are received and reviewed by the Dougherty Laser Vision Clinical Director

Follow up to ensure patients return to see Dougherty Laser Vision post-outbound referral

Update Shared Drive continuously with new outbound referral log

Manage dictation letters for Clinical Director

o Send letters to referring doctors from referred patients within 24 hours

o Work directly with Clinical Director to ensure letters are completed and sent for all referred patients

Medical Records

o Manage Medical Records

Purge and Store Files within 2 Years

Keep Records Tidy & Alphabetized

o Manage Records Release Forms & handle within 24 hours.

o Obtain doctor's signature on all medical release forms.

o Mail patient medical records as needed.

o Create, manage, and maintain medical records release log.

Taking and posting phone payments to patients accounts.

Qualifications and Requirements

Proven track record in sales with expertise in cold calling and outbound calling techniques.

Demonstrated proficiency in written and verbal communication, adept at engaging with individuals across all organizational tiers, including executive leadership.

Good customer service aptitude, ensuring client satisfaction and retention.

Clear and coherent in both written and verbal communication skills.

Proficiency in Microsoft Office suite, facilitating efficient task execution and documentation.


Date Posted: 09/04/2025

Job ID: 107295197

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Last Updated: 28-09-2025 03:05:06 PM
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