- Following organizational policies and procedures for scheduling appointments, communicating with patients, and updating medical records- Providing information about treatment options to patients and their families, answering questions about insurance coverage, filing claims, and helping patients navigate the claims process- Explaining insurance coverage to patients and helping them understand how much they will have to pay out of pocket for services rendered- Maintaining confidential medical records for each client in accordance with HIPAA guidelines- Scheduling appointments with clients based on their availability and preferences, confirming appointments via phone or email, and updating patient files with new information- Providing customer service to patients by answering questions about insurance coverage, billing issues, and other topics related to medical care- Training new employees on company policies, procedures, and protocols- Providing information about the location of facilities such as clinics, hospitals, and pharmacies located near the patient’s home or work- Taking detailed notes during appointments and recording them in the patient’s file.

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