Clinic Generalist

**PURPOSE**:
The Clinic Generalist provides friendly, accurate, and timely service to customers of Centers for Pain Control and its associates. The Clinic Generalist will also assist the physician in patient care and handling basic clinical tasks in the office, ensuring that patient flow runs smoothly and efficiently.

**ACCOUNTABILITIES AND JOB ACTIVITIES**:
**Responsible for Checking-In Patients**
- Manage the sign in sheet
- Pull charts upon patient arrival
- Log the patient status in the electronic scheduler
- Manage insurance information
- Collect any copay/balance from the patient
- Manage the daily payment log

**Responsible for Checking-Out Patients**
- Follow physician’s orders on bill
- Schedule the patient or verify the schedule
- Coordinate any ordered imaging
- Manage referrals

**Responsible for Managing New Patients**
- Schedule new patient referrals
- Provide necessary paperwork to patients/referring physicians
- Ensure that all paperwork is complete
- Enter all of the patient’s information
- Maintain an accurate record of new patients

**Responsible for Assisting Patients at Window**
- Assist patients with any of their questions/needs
- Direct any questions that are outside of the scope to the appropriate person

**Responsible for Answering the Phones**
- Operate the multi-line phone system
- Answer the phones as soon as possible
- Transfer calls to the appropriate person
- Assist the person on the line in a timely manner
- Avoid long hold times

**Responsible for Managing the Schedule**
- Stay up to date of the schedule at all times
- Fill in any schedule gaps that occur
- Manage the patient status appropriately in the electronic scheduler
- Provide great attention to detail

**Responsible for Maintaining the Waiting Area**
- Lock and unlock facility doors
- Maintain the safety of the waiting room area
- Maintain the number of patients in the waiting room area

**Develop and maintain personal and professional skills**
- Attend all mandatory staff meetings per year unless excused as evidenced by documentation
- Attend mandatory in-services and a minimum of two pertinent in-services per year as documented
- Actively participate in performance improvement activities as observed or documented
- Establish realistic professional goals as evidenced by the annual performance evaluation
- Actively keep abreast of departmental and organizational activities
- Demonstrate flexibility in response to unexpected change in workload or situations as observed
- Serves on committees and/or participates in changes of policy and procedures that affect the operation of services as documented
- Assist in the orientation of new personnel as directed
- Support the mission and goals of the company as observed
- Perform other duties as required

**Responsible for Appointment Verifications**
- Review schedule for the day
- Remind patients of upcoming appointments
- Confirm anticoagulation cases
- Verify sedation cases

**Responsible for Seating all Patients in Exam Rooms**
- Confirm patient name and date of birth, past medical history
- Provide patient chart to the physician
- Mark the room appropriately (via flags & #s)
- Perform urine drug screens on necessary patients

**Responsible for Carrying out Physician Orders**
- Monitor each patient chart after each visit
- Ensure that the physician’s orders are carried out in a timely manner
- Track all orders being carried out
- Enter imaging orders
- Enter procedure orders
- Enter physical therapy orders
- Arrange referrals and discuss with Lead Medical Assistant as needed

**Responsible for Meeting with New patients**
- Seat patients in exam room
- Review all intake paperwork with the patient
- Explain office policies
- Record all of the patient information in EMR

**Responsible for Scanning Documents**
- Scan all documents daily
- Import all scanned documents into the appropriate charts

**Responsible for Patient Flow**
- Frequent review of the schedule
- Direct the physician to the appropriate rooms as needed
- Maintain a timely patient flow

**Demonstrate safe and cost-effective practice**
- Consistently utilize proper body mechanics as observed
- Accurately complete incident reports within the shift of occurrence and immediately communicates critical incidents to the appropriate person per the organizational chart
- Consistently allocate resources to reduce waste and minimize costs as observed
- Consistently complete assigned duties within stated shifts in a timely manner as observed and documented

**BEHAVIORAL EXPECTATIONS**

**Strive for excellence**
- Set challenging goals
- Produce quality work in a timely fashion
- Maintain current knowledge and skill
- Participate in quality and process improvement efforts
- Keep the work area clean, safe and secure

**Act Flexibly**
- Adapt to change
- See the value of different opinions and new ideas
- Change plans and objectives given new direction or priorities
- Handle stressful situations effectively

**Meet Cust