Clerical Associate Job Description
Clerical associate
provides information to patrons regarding library procedures and the use of equipment such as copy machines, card vending machines, and scanners/printers.
Clerical Associate Duties & Responsibilities
To write an effective clerical associate job description, begin by listing detailed duties, responsibilities and expectations. We have included clerical associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Answers and directs incoming callers to the appropriate area/staff
Assist patients with registration upon arrival to the hospital
Provide excellent customer service to patients and their families
Liaison between nurses, physicians and other staff
Provide administrative /secretarial support to the appropriate department
Answer and routes all telephone calls appropriately
Maintain patient/staff confidentiality
Answer telephone and route calls to appropriate personnel
Arrange and confirm meetings/appointments
Assist in coordination of schedules and times and leave
Clerical Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Clerical Associate
List any licenses or certifications required by the position: AAMA, AMT, CPR
Education for Clerical Associate
Typically a job would require a certain level of education.
Employers hiring for the clerical associate job most commonly would prefer for their future employee to have a relevant degree such as Associate and Bachelor's Degree in Technical, Education, Business, Finance, Accounting, Associates, Computer, Economics, Real Estate, Writing
Skills for Clerical Associate
Desired skills for clerical associate include:
Skill in use and operation of computer systems
Lifting
Older
Telephone systems and business machines • Bending
Therapeutic diets
Telephone systems and business machines
Medical terminology
Job content
Practices and procedures
Desired experience for clerical associate includes:
Compose professional letters
Handle incoming mail
Order and maintains office supplies
Provide secretarial supports for the Director of Nursing of trauma and emergency services
Record, type and distribute minutes for monthly meetings
Set up appointments for interviews and counseling sessions with staff $
Clerical Associate Examples
1
Clerical Associate Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of clerical associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for clerical associate
- Answers and routes all telephone calls appropriately
- Maintains patient/staff confidentiality
- Filing, data entry, reception work, schedule meetings, typing and preparing correspondences
- Ensuring all referrals are received complete prior to data entry
- Contacting Intake Planners for needed material to complete processing
- Faxing confirmation back to Intake Planners
- Logging in referrals and verifying MD information on Referrals
- Ensuring patient insurance is verified by Billing Department
- Updating patient information in Home Care Data base
- Making copies and distributing referrals for the following areas when needed or ordered
Qualifications for clerical associate
- Ensuring all referrals are data entered and filled by referral date along with copies of the Intake Planner Confirmations
- Processing and verifying order receipts
- Working as a liaison between Physician and Vendor to secure patient specific special surgery orders
- Working as a liaison between Head Nurse and Vendor (or on-site Warehouse) to facilitate any order
- Performance of data entry and retrieval
- Executing and expediting orders for the Operating Room
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Clerical Associate Job Description
Job Description Example
Our growing company is looking for a clerical associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for clerical associate
- Reinforce relevant hospital policies with patients, families, visitors, peers and hospital staff
- Adhere to departmental and organizational policies and procedures
- Report unsafe conditions to Supervisor/Service Line Administrator
- Perform other related work as instructed by Supervisor/Service Line Administrator
- Meet and greets new patients
- Prepare new charts in advance for specific employees
- Receive employees, record the visits, and retrieve charts for the provider/nurse
- Answer telephone and transfer calls appropriately
- Answer questions of employees regarding OHS procedures and policy according to scope of practice
- Prepare/retrieve charts for pre-employment, annual assessment, visits, and follow-up for provider review
Qualifications for clerical associate
- File lab reports and other documents into charters in proper order
- Log lab reports in book, give reports to the provider to review
- Address letters to employees for follow-ups of PPDS, abnormal findings, vaccinations, annual assessments and follow ups
- Schedule appointments for pre-employment physical exams and annual assessment
- Make copies of laboratory results or other information when required
- Check satisfactory supplies, repair charts, initiate second chart when needed
3
Clerical Associate Job Description
Job Description Example
Our company is searching for experienced candidates for the position of clerical associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for clerical associate
- Contacting cardiac clinic patients to schedule diagnostic procedures before clinic visits
- Preparing, faxing and/or emailing Manage Care Log of patients for Stress, Neurology and Pacemaker tests
- Opening and closing Cardiology and Neurology visits
- Answering phones, directing call and taking messages
- Reconciliation of EKG orders in Tracemaster
- Managing Daily Testing Report Log
- Other clerical duties assigned by Supervisor and Medicine Administrators
- Verifying all patients insurances
- Checking 15 data elements in the Unity System
- Obtaining demographic information and signature of patients
Qualifications for clerical associate
- Opening and closing patient visits into CRT
- Booking appointments into CRT
- Informing clinicians that patients are waiting
- Calling Medical Records for chart numbers (if needed)
- Calling all Managed Care for authorization and continuation of visits
- Light typing as needed
4
Clerical Associate Job Description
Job Description Example
Our company is hiring for a clerical associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for clerical associate
- Maintain medical records such as filing, purging, and copying medical records
- Schedules appointments for patients
- Receive and processes incoming referrals including medical, specialty, and ancillary services
- Obtain and track MD Orders
- Ensure orders are received and processed in a timely fashion
- Assist with following-up on past due authorizations of service
- Create intake folders and nursing visit packets
- Assist with the processing of Payroll checks
- Initiate client contact calls
- Assist with switchboard duties
Qualifications for clerical associate
- Provide support to members of the Managed Care Unit
- Envelope stuffing and sealing
- Refer patients with external referrals to staff person in charge
- Escort patients to clinic appointments as needed
- Answering patient's inquiries
- Liaise with nurses, physicians and other staff
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Clerical Associate Job Description
Job Description Example
Our company is looking for a clerical associate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for clerical associate
- Keep records of all trial related documents according to the SOPs
- Ensure optimal quality of all processed orders by following the applicable SOPs
- Follow up of courier performance, turn around times, cut off times
- Proficient in the use of various computer software and applications
- Register patients upon arrival to the unit
- Escort patients to exam or diagnostic rooms
- Register patients, open and close visits and schedule appointments
- Prepare physician schedules for diagnostic services to ensure adequate staff coverage
- Ensure physicians completion of medical records
- Address HIS issues to maintain timely documentation
Qualifications for clerical associate
- Liaison with other departments throughout the network
- Manage physician timecards
- Perform diagnostic and departmental documentation in HIS or Management systems
- Maintain departmental files and employee records
- Maintain inventories and order supplies/equipment as needed
- Perform typing/word-processing projects