Front Desk Reception- Mooresville Office & Ballantyne Office

Charlotte Gastroenterology & Hepatology
Mooresville, NC

GENERAL SUMMARY OF POSITION: This position is responsible for answering phones, schedule patient appointments for office visits and/or procedures, review and verify patient insurance, and check patients in/out of the office.

SUPERVISION RECEIVED:Reports to Office Manager

SUPERVISION EXERCISED:None

ESSENTIAL FUNCTIONS:

  1. Check patients in and out of office. Must be able to multi-task.
  2. Obtain needed PCP referrals prior to office visits. Load referrals into Epic.
  3. Call and confirm upcoming appointment per protocol.
  4. Collect patient co-pays and payments on account as needed. Write out cash receipts. Balance at the end of the day. Compile bank deposit.
  5. Balance daily charges and forward encounters to the Central Billing Office.
  6. Schedule follow-up appointments for patients.
  7. Make new patient charts as needed. Load demographics. Collect, enter, and/or correct patient insurance and demographic information in the computer system. Set up patient accounts in Epic.
  8. Copy patient insurance cards front and back. File in chart and load into Epic.
  9. Answer incoming calls and transfer calls to appropriate location/person.
  10. Pull, prepare, and check charts for appointments ensuring all PCP referrals, insurance card copies, etc. are in the chart and keyed into computer system.
  11. Must possess ability to work independently.
  12. Straighten lobby and remove dated magazines, turn off TV.
  13. Daily mail run to the mailbox (mail box is on site).
  14. Daily stamp mail through the postage meter.
  15. Other general office duties as assigned by Office Manager.

EDUCATION: High school diploma

EXPERIENCE: Minimum of six (6) months front desk and/or appointment scheduling experience within a medical office.

QUALIFICATIONS (Knowledge, Skills, and Abilities): The job holder must demonstrate current competencies applicable to job position including but not limited to:

  1. Knowledge of computer systems, programs, applications.
  2. Knowledge of medical terminology.
  3. Knowledge of patient account policies and practices of the clinic.
  4. Knowledge of CGH policies and procedures.
  5. Medical appointment scheduling.
  6. Must accurately input demographic and appointment data into Epic.
  7. Skill in general office procedures, data entry, telephone etiquette.
  8. Good written and verbal communication skills.

ENVIRONMENTAL/WORKING CONDITIONS:

Normal office environment. Involves frequent contact with staff, patients, and the public. Work may be stressful at times. Contact may involve dealing with angry or belligerent people.

PHYSICAL/MENTAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear. The employee will be sitting 6-8 hours a day. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. This position requires the use of computer equipment.

FLSA DESIGNATION: Non-Exempt

TO APPLY, EMAIL YOUR RESUME TO [email protected]
Posted 2026-01-28

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