Front Desk Team Member

Role Overview:

Are you passionate about providing exceptional patient care and ensuring smooth clinic operations? Our growing clinic is seeking a dedicated Front Desk Team Member to join our dynamic team. In this crucial role, you will play a vital part in managing patient appointments, upholding financial agreements, and enhancing the overall patient experience. If you thrive in a fast-paced environment and have a knack for balancing hospitality with assertiveness, this role might be perfect for you!

Responsibilities:

Patient Communications & Scheduling:

Handle all incoming communications related to existing patients with professionalism and empathy.

Schedule patients for their appointments using our Electronic Health Record (EHR) system.

Ensure 100% data accuracy for each patient across all appointments.

Manage the appointment confirmation and reminder system effectively.

Oversee birthday text/email initiatives for patients.

Handle rescheduling, cancellations, and broken appointments, maintaining a high rate of kept

appointments.

Patient Check-In/Out:

Facilitate seamless patient check-in and provide necessary information to providers.

Ensure next appointments are scheduled before the conclusion of each visit.

Monitor and confirm the completion of recommended treatments before patient check-out.

Collect and schedule patient payments efficiently.

Patient Paperwork & Re-exams:

Assist patients in completing required paperwork for re-exams at appropriate intervals.

Daily Team Collaboration:

Lead daily team huddles, ensuring alignment with the Driven Operating System and promoting a productive work environment.

Engagement with New Patient Calls:

Professionally manage incoming new patient phone calls and provide accurate, informative responses.

Guide potential patients through initial queries with patience and clarity.

Assess and qualify new patients for appropriate appointment times, assisting in scheduling as needed.

Financial Transactions:

Accurately collect and post payments, ensuring transparency and compliance in financial

transactions.

New Patient Experience Enhancement:

Proactively resolve any concerns that new patients may encounter during their initial experience.

Foster a positive and welcoming environment to build trust and confidence.

Data Management & Asset Distribution:

Enter new patient information into the patient management system with precision and timeliness.

Distribute new patient materials via text and email, ensuring all necessary resources are

provided.

Policy Adherence & Process Support:

Adhere to new patient policies and procedures, contributing to the refinement of the patient journey.

Collaboration & Promotion:

Work closely with the marketing team to align strategies and provide feedback.

Promote and support new patient offers to attract and retain clients.

Results:

• Enhanced Patient Experience: Improve overall patient satisfaction and foster positive

experiences.

• Kept Appointment Rate Above 90%: Maintain a high rate of fulfilled appointments,

contributing to practice efficiency.

• Provider Schedule Optimization: Ensure that providers’ schedules are filled with well-

qualified appointments.

• Collaborative Team Dynamics: Foster a positive and supportive work environment.
• Effective Team Leadership: Lead daily huddles and implement weekly team meeting

initiatives.

Requirements:

• Effective Communication Skills: High level of proficiency in engaging empathetically

and professionally with patients and colleagues.

• Hospitality Skills: Genuine interest in patient well-being and ability to guide patients

through their treatment plans.

• Attention to Detail: Meticulous in scheduling, documentation, and patient interactions.
• Assertiveness & Skilled Confrontation: Ability to handle patient confrontations

tactfully and assertively.

• Sales Training & Confidence: Comfortable with sales processes and confident in

discussing treatment options and financial agreements.

• Proficiency with EHR Systems: Experience with Electronic Health Record systems for

accurate patient management.

• Customer Service Focus: Strong customer service mindset ensuring a positive patient

experience.

• Adaptability &; Problem-Solving: Ability to handle last-minute changes and patient

issues effectively.

• Team Leadership: Experience in leading team meetings and fostering collaboration.
• Basic Financial Acumen: Understanding of basic financial transactions and accuracy in

handling payments.

• Professionalism & Integrity: High standard of professionalism and respect for patient

privacy.

Ready to Grow with Us?

If this sounds like your dream opportunity, send your resume and cover letter to [email protected] with the subject line: “Rockstar Team Member!”

Want to stand out? Send us a 1–2 minute video to the same email or DM it to our IG: @CPCARYNC, telling us why you’re a great fit and one thing you’re working on to better yourself.

Take the first step toward a fulfilling career—apply today!

Please do not call the office about this position.

Pay: $21.00 - $23.00 per hour

Benefits:

• 401(k)
• Employee discount
• Paid time off
• Professional development assistance

Education:

• Associate (Preferred)

Experience:

• Medical or Dental receptionist: 1 year (Preferred)

Work Location: In person