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ESSENTIAL FUNCTIONS
Schedules PT/OT for the patient within the practice management program based on insurance patient
preference physician preference and or location.
Gathers pertinent information from insurance carriers physicians and patient charts to make certain of appropriate
matching to contracted service providers.
Call patients to schedule PT/OT within the required time as designated by policies and procedures.
Provides ongoing follow-up until successful execution of referral.
Responds to patient questions and complaints as required resolving problems and maintaining high patient satisfaction
levels.
Communicates clinical instructions needed for appointments/procedures.
Input required data to GE practice management to include administrative comments and coded notes.
Accurately updates patient information in the practice management system and EMR as well as any changes or additions to
the schedule and performs all required documentation of work completed.
Effectively understands and proactively manages and schedules providers with front office personnel.
Schedule appointments in the timeframe that allows for appropriate follow-up and execution of authorization as
designated by policies and procedures.
EDUCATION
High school diploma/GED or equivalent working knowledge preferred.
EXPERIENCE
1-2 years of PT/OT scheduling experience or related experience.
Must be able to communicate effectively with physicians patients and the public and be capable of establishing good
working relationships with both internal and external customers.
REQUIREMENTS
Able to complete and manage per department metrics.
Ensure 100% of required certifications and authorizations have been obtained.
KNOWLEDGE
Knowledge of insurance plans.
Knowledge of computer systems.
Knowledge of grammar spelling and punctuation to type patient information.
SKILLS
Skill in customer service and an understanding of The code of conduct and culture.
Skill in communicating effectively with physicians clinical staff hospital staff and the public.
Skill in establishing good working relationships with both internal and external customers.
Full-Time