Job Abstract

The cashier/receptionist is a member of the health care department team who functions under the direction guidance and supervision of the department manager, assistant manager, or designee. The cashier/receptionist greets and checks in all patients reporting to the medical office in a professional and courteous manner. This position is responsible for accurate check-in, check-out where applicable, information capture and revenue collection per procedures. Responsible for having a general knowledge of the medical center in order to assist patients with questions and concerns. Requires extensive use of the computer.

• Reception, Check-ln, Check-out (where applicable)


• Greet and assist patients that present


• Follow appropriate patient registration/check-in policies and procedures


• Verify and/or update all demographic information, for example Personal Physician Selection, Language Preference.


• Working knowledge of Health Plan coverage types, for example (but not limited to) traditional, deductible, etc.


• Check in patients by following check-in policies and procedures and using the check-in systems or manual visit records when the systems are down.


• Determine patients membership/benefits according to the benefit display


• Create accounts as necessary, for example (but not limited to) workers compensation, confidential, etc.


• Capture and populate workers compensation data on the correct screens and select the correct coverage as necessary


• Manage electronic in-basket


• Use notes function where applicable to document prepayments


• Obtain a patient medical record number when necessary


• Order Health Plan cards as needed.


• Collect co-pays and fees. Inform patients of available payment options.


• Generate appropriate encounter forms per procedure electronically or manually if the system is down


• Direct patients to appropriate area after the check-in process is completed


• Check out patients by following checkout policies and procedures and using the checkout systems or manual visit records when the systems are down, if applicable.


• Follow appropriate procedures when registering exception-type patients such as non-members, out-of-area health plan members, Medicare, Media-Cal, and industrial patients.


• Initiate and complete required forms for all appointments per policy.


• Access necessary information from the fee schedule to determine appropriate fees based on CPT-4 and/or service codes in order to collect appropriate revenue


• Assist patients by :


• Explaining co-pays/applicable fees


• Providing facility directions


• Referring to other departments and administrative services for further information, e.g., Member Services, Medical Secretaries, and Business Office.


• Initiating and completing appropriate forms as needed, for example Release Of Information, Patient Financial Responsibility.


• Tracking referrals to specialty care by utilizing the consultation/referral system as needed in those areas where this responsibility currently exists for the individual in this classification. Where this responsibility is not part of an existing position, it cannot be added without written agreement as part of the LMP.


• Demonstrate knowledge of and application to Patient Administration Appointment Registration (PARRS).


• Maintain the patient will-call area box if applicable


• Communicate with clinical and business office staff as needed


• Cash Handling, Reconciliation and Deposit


• Handle cash according to the Cash Handling Responsibility Agreement


• Comply with all applicable cash handling policies and procedures (see reference list)


• The registration designee is responsible for the safekeeping of change funds, all revenue collected during the shift, all assigned revenue documents, and all keys assigned for cash control.


• Obtain, secure, and ensure sufficient denominations to provide change.


• Reconcile shift and deposit funds according to the Cash Handling Responsibility Agreement


• Use correct procedures to document and report discrepancies


• Other


• Working towards positive operational outcomes.

Grade 3