Pre-Visit Planner
5 days ago
JOB SUMMARY: Gather all necessary information, documentation, and test results prior to a patient's appointment. This role supports care teams by reviewing charts, coordinating referrals, and communicating with patients to meet our quality metrics while improving visit efficiency and quality of care.
JOB DUTIES:
- Perform detailed chart reviews, within the EMR, to close identified gaps in care.
- Call patients to collect necessary information and schedule annual visit if necessary.
- Contact other providers and check lab and radiology portals to obtain reports, consults, results, and hospital discharge reports.
- Collaborate with practice administrators, providers, and other care team members via email, phone, or EMR to ensure coordination of care.
- Gather and input data into the Pre-Visit Planning template, then upload template to the patient's chart.
- Additional tasks may be assigned based on departmental needs.
- Create chase lists for varying quality measures.
- Assist in training and new employees
Category
Business Support
Exempt/Non-Exempt
Non-Exempt
Location
SB Administrative Services, LLC
Full-Time/Part-Time
Full-Time
Position Requirements
REQUIRED QUALIFICATIONS:
- Proficient computer skills, including Microsoft Office (specifically Teams and Excel).
- Confidence to communicate and outreach to other community health care organizations and personnel.
- Self-disciplined, energetic, passionate, and innovative.
- Demonstrates strong attention to detail.
- A team player that can follow a system and protocol to achieve a common goal.
- Highly organized and well-developed oral and written communication skills.
- Demonstrates sound judgment, decision-making and problem-solving skills.
- Able to maintain confidentiality with all aspects of information in accordance with practice, State and Federal regulations.
- 2-5 years' experience in a clinical setting preferred.
- Bilingual (English/Spanish) preferred
PHYSICAL DEMANDS:
Pre-Visit Planner must be able to sit for extended periods of time and possess the manual dexterity required to operate computer systems and keyboard. Lifting pounds may be expected on any given day.
Shift
Days
Tags
Benefits, Life insurance, PTO, 401K, Student loan reimbursement
Salary Range
$22.50-$25.00 hourly
Position
Pre-Visit Planner
Open Date
10/27/2025
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