front-line-medical-receptionist/references/tasks.md

Tasks & work activities — front line medical receptionist

Source: O*NET 30.3, occupation 43-6013.00 (Medical Secretaries and Administrative Assistants) — manual nearest-occupation mapping via ISCO group 4226; the official ESCO crosswalk has no entry for this ESCO occupation.

Task statements

• [Supplemental] Schedule tests or procedures for patients, such as lab work or x-rays, based on physician orders.
• [Core] Schedule and confirm patient diagnostic appointments, surgeries, or medical consultations.
• [Supplemental] Compile and record medical charts, reports, or correspondence, using typewriter or personal computer.
• [Core] Answer telephones and direct calls to appropriate staff.
• [Core] Receive and route messages or documents, such as laboratory results, to appropriate staff.
• [Core] Greet visitors, ascertain purpose of visit, and direct them to appropriate staff.
• [Core] Interview patients to complete documents, case histories, or forms, such as intake or insurance forms.
• [Core] Maintain medical records, technical library, or correspondence files.
• [Core] Operate office equipment, such as voice mail messaging systems, and use word processing, spreadsheet, or other software applications to prepare reports, invoices, financial statements, letters, case histories, or medical records.
• [Core] Transmit correspondence or medical records by mail, e-mail, or fax.
• [Core] Perform various clerical or administrative functions, such as ordering and maintaining an inventory of supplies.
• [Supplemental] Transcribe recorded messages or practitioners' diagnoses or recommendations into patients' medical records.
• [Core] Perform bookkeeping duties, such as credits or collections, preparing and sending financial statements or bills, and keeping financial records.
• [Core] Complete insurance or other claim forms.
• [Supplemental] Prepare correspondence or assist physicians or medical scientists with preparation of reports, speeches, articles, or conference proceedings.

Detailed work activities

• Answer telephones to direct calls or provide information.
• Collect deposits, payments or fees.
• Compile data or documentation.
• Greet customers, patrons, or visitors.
• Interview employees, customers, or others to collect information.
• Maintain financial or account records.
• Maintain medical records.
• Operate computers or computerized equipment.
• Operate office equipment.
• Order materials, supplies, or equipment.
• Prepare business correspondence.
• Prepare documentation for contracts, transactions, or regulatory compliance.
• Refer customers to appropriate personnel.
• Relay information between personnel.
• Schedule appointments.
• Send information, materials or documentation.
• Transcribe spoken or written information.