Check In/Out - Florida Medical Clinic - Zephyrhills, FL





Florida Medical Clinic, P.A.

Job Description


Job Title: Check In/Out


Department: IM MVL


Reports to: Office Supervisor


Position Level: 4


Job Summary: Manages all traffic at the front check in window.


Essential Functions of the Position:


  • Prepares e-chart prior to visit

    • Prints encounter form, demographic verification form (DVF), other necessary forms per patient

    • Verifies eligibility of insurance

    • Make sure hospital records are received for hospital follow up patients

  • Assist traffic at front window

    • Manages sign in sheets

    • Schedules appointments

    • Takes messages

    • Assists with medication refill requests

    • Handles customer requests or needs

    • Assists vendors

    • Monitors the lobby for cleanliness and patients in distress

  • Completes patient check in processes

    • Distributes and collects new patient forms

    • Verifies eligibility of insurance

    • Verifies HIPAA and Privacy signatures are obtained

    • Confirms photo ID is scanned into Intergy

    • Confirms insurance cards are scanned into Intergy and keyed correctly

    • Obtains patient signature on DVF at each visit

    • Updates patient demographics as needed, including insurance and preferred pharmacy

    • Updates work flow event to “check in”

    • Notifies MA or nurse when patient is ready

    • Records “no show” appointments in the system

    • Collects and processes monies due

    • Collects outstanding co-payment amounts

    • Collects outstanding patient balance dues

    • Balances user at end of the day

    • Secures deposit and imprest funds

    • Addresses Intergy tasks in a timely manner

  • Completes the end of day processes

    • Prepares the “no show” letters for broken appointments

    • Empties HIPAA container into the destruction bin

    • Logs off Intergy and out of the computer before leaving

  • Assists patients and providers at the conclusion of the patient’s visit

    • Obtains patient signature for record releases and other forms as necessary

    • Reviews Intergy tasks for each patient before they leave

    • Schedules inside and outside appointments for testing and consults

    • Schedules follow up appointments

    • Enters recalls as needed

    • Requests referral if needed for upcoming visits and/or testing

    • Updates work flow event to “check out”

    • Processes charges

    • Pulls charges from pending status and reviews for accuracy

    • Creates ailments if an appropriate ailments doesn’t already exist

    • Ensures modifiers are in place as appropriate

    • Attaches the appropriate insurances to each charge

    • Reviews and posts all pending charges for the department

    • Reviews unresolved encounters for the day

    • Collects and processes monies due

    • Collects outstanding co-payment amounts

    • Collects outstanding patient balance dues

    • Balances journal and locks it

    • Creates a journal for next day

    • Secures deposit and imprest funds

    • Addresses Intergy tasks in a timely manner

    • Enters referral information into the Practice Management System for referral tracking

  • Prepares referrals and obtains authorizations for Managed Care patients per provider

    • Obtains approval from the provider for requested authorizations

    • Schedules appointments

    • Coordinates visits, pre-operative testing and surgical clearance

    • Notifies patients of the appointments

    • Forwards clinical data to the treating provider and/or facility

    • Notifies specialist office and patient of denied requests for authorization

    • Uses approved web tools to obtain authorizations

    • Enters referral authorization information into Practice Management System

    • Coordinates admissions with providers and facilities

    • Addresses and handles all tasks in a timely manner

    • Handles and returns referral related calls

    • Notifies patients of test results and instructions from provider

  • Maintains updated network information

    • Notifies providers and staff of changes in the referral process or insurance requirements

Additional Responsibilities:

  • Maintains an organized and clean work area

  • Participates in maintenance of front office supplies

  • Performs other incidental and related duties as required and assigned

Physical and Mental Demands:

  • Normal physical ability; able to sit for long periods

  • Normal concentration and normal complexity of decision making

  • High level verbal and written communication skills

  • Above average ability to manage multiple tasks simultaneously

Occupational Exposure:

  • Low risk exposure to bloodborne pathogens and chemical hazards

Job Qualifications:

  • High school graduate or GED equivalent

  • Strong customer service orientation

  • Excellent telephone etiquette

  • Strong team player

  • Basic computer proficiency

  • Bilingual (Spanish) preferred








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Florida Medical Clinic is a physician owned multi-specialty group practice, which was established in 1993 and has grown to over 300…






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