U

UCSF

Public health sciences university in San Francisco

Practice Crd 3

Full-Time
$36.03 - $51.60
Junior
Bachelor's
Berkeley, CA, USA
In PersonRequired to work at any UCSF campus as needed and scheduled.
Medical, Clinical & VeterinaryClinical Support & Patient Administration

About the job

Requirements
  • High school graduate or equivalent with four years of related experience, or a college degree and six months of related experience, or an equivalent combination of education and experience.
  • Successfully pass fingerprinting protocol and be approved as a cash collector if applicable.
  • Have strong computer and basic keyboarding skills, experience with at least two office software programs such as Outlook, Word, and Excel, and the ability to navigate multiple patient record systems.
  • Be able to sit at a computer terminal with telephone headphones for extended periods.
  • Analyze situations, prioritize workload, develop solutions, and make recommendations.
  • Work with minimal supervision and use good judgment while working independently, including under deadline pressure.
  • Demonstrate customer service and communication/interpersonal skills over the telephone and in person.
  • Have basic math skills and the ability to work with a wide variety of individuals and deal sensitively and effectively with patients.
  • Have organizational, problem-solving, and writing skills, including composing, editing, and proofreading documents.
  • Demonstrate administrative and office coordination skills and knowledge of medical practice terminology.
  • Within six months of the start date, complete the applicable proficiency checklist following training, covering referral entry and workqueues, surgery scheduling, workqueues, outside test results, CRM messaging and calls, telephone encounters, My Open Encounter, staff and new messages, routing MyChart patient advice requests, patient scheduling, letters, pools, patient lookup, check-in and check-out, comment fields, quick notes, and scanning.
Responsibilities
  • Represent the practice administrative team as its public face and support practice operations, customer service recovery, and administrative functions including CRM messages, telephone encounters, referrals, APeX inboxes, scanning, filing, authorizations, and billing.
  • Maintain routine clerical operations and communications while following UCSF House and Telephone Standards and responding sensitively to patients, staff, and providers.
  • Work at any UCSF campus as needed and scheduled.
  • Review referral workqueues daily and document activity in referral records; serve as primary contact for referring physicians and new patients; maintain electronic referral logs where used and create referral records for external referrals.
  • Assign new patients to providers while considering scheduling constraints; schedule and register patients, complete intake paperwork, follow practice guidelines and timelines, and communicate schedule problems to the supervisor.
  • Collect and verify insurance, referral, and authorization information for first appointments and ensure referral records and Hospital Accounts Records are created and linked to appointments.
  • Schedule and coordinate pre-appointment tests and appointments; explain first-visit procedures and required records to patients; prepare and mail or send new-patient packets through MyChart; provide requested information and directions; and manage patient expectations using practice guidelines, seeking clinical input when appropriate.
  • Secure outside medical records, scan CDs, and pathology slides; review materials for completeness and determine which physician can best evaluate the patient.
  • Prioritize new-patient scheduling by diagnosis and treatment status so complex patients are scheduled according to practice priorities.
  • Inform patients about possible treatment scheduling options and coordinate clinical trials and screening with research personnel and physicians; consult other clinical disciplines and coordinate care, schedules, and services when appropriate.
  • Meet with patients after new-patient visits, as appropriate, to explain coordination of care involving clinical trials, testing, surgery, other departments, and external providers.
  • Perform assigned cash collection and deposit functions according to policy; explain administrative and financial policies, answer account questions, and refer patients to appropriate support departments when needed.
  • Obtain and document insurance authorizations for visits, referrals, procedures, and ancillary services, and communicate medical-record information to insurers.
  • Work with CPT and ICD-9/ICD-10 codes for scheduling and authorization, and confirm the accuracy of patient information in APeX and compliance with hospital policies.
  • Monitor providers’ open charts and encounters and support timely documentation; work RFI workqueues to obtain information for accurate billing or denial responses; assist with complex durable medical equipment and medication authorizations.
  • Secure complex authorizations, track renewals, use HCPC codes to request authorizations, interpret insurance benefits, review denial reports, initiate retro authorizations, identify denial trends, and work with practice teams to improve workflows.
  • Compile and analyze basic revenue-cycle reports, including charges, payments, and visit volume, using Microsoft Excel; oversee and coach staff on complex authorization requests; address billing complaints and track patterns for coaching and education.
  • Explain managed-care requirements to patients and staff; review upcoming visits for eligibility and coordinate transitions to other primary care practices with social workers and clinical teams when needed.
  • Serve as a department resource for insurance questions and updates, share updates with the administrative team, and contribute announcements to practice newsletters.
  • As practice SuperUser, produce reports and review cash-collection barriers with staff to improve collection rates.
  • Greet and welcome patients, determine and collect copays and account payments, register patients promptly, maintain reception-area conditions, address extended waits or service issues, and assist patients with check-in kiosks.
  • Develop and analyze front-desk productivity reports with management, identify productivity improvements, and assist with staff coaching and workflow enhancements.
  • Create provider Cadence schedule templates, ensure templates support clinic access, and generate rescheduling reports to coordinate timely rescheduling.
  • Schedule established patient appointments using APeX; coordinate appointments across providers; explain practice policies; answer schedule questions and support other practices and ancillary service staff.
  • Screen telephone calls for emergencies and route messages, same-day appointment requests, and refill requests; retrieve patient data using legacy systems and APeX; follow up on missed appointments; cover inboxes and phone messages; and adjust priorities to support practice operations.
  • Provide administrative support to providers, including sending patient letters, educational materials, and laboratory results; schedule procedures and tests and provide instructions; coordinate patient needs and urgent requests with clinical staff; maintain filing and scanning; and help resolve patient complaints.
  • Recognize clinical symptoms and their escalation levels, determine when to escalate or expedite processes, de-escalate difficult encounters, and seek support when needed to maintain workplace safety.
  • Coordinate complex patient-care activities, including appointments, testing, genetic testing, home care, physical therapy, durable medical equipment, disability and workers’ compensation paperwork, and other follow-up paperwork.
  • Track patients with parallel care pathways and coordinate timely appointments at critical treatment milestones; maintain patient lists or Excel spreadsheets for tracking when needed.
  • Book radiology appointments directly into radiology scheduling software while ensuring accurate exam type, location, and insurance restrictions; identify referral problems and report proposed solutions; develop and review referral-management reports; and maintain open-access schedules to meet Patient-Centered Medical Home standards.
  • Perform APeX patient care coordination functions, including referral entry and authorization updates, CRM message handling, telephone encounter documentation and routing, workqueue management, MyChart communications, SmartPhrase templates, administrative letters, outside test-result entry, and kiosk troubleshooting.
  • Modify laboratory order classes and perform advanced appointment scheduling using complex protocols for ancillary and subspecialty services, including those requiring authorization; coordinate alternative-site or urgent-care access when appointments are unavailable, in support of Patient-Centered Medical Home standards.
  • Respond to patient calls and online appointment requests using EPIC Cadence, document calls in EPIC CRM, convert CRM messages to telephone encounters, and use phone-bank protocols to involve clinicians for urgent or emergent symptoms.
  • Prepare charts; file, track, and return patient-related records and materials; scan and import records into APeX; and maintain confidentiality and HIPAA requirements.
  • Participate in team meetings, training, performance-improvement projects, customer-service initiatives, infection control, safety, and administrative and clinical compliance activities; cover coworkers’ workloads and absences as assigned.
  • Maintain provider calendars; support patient care using the Patient-Centered Medical Home model; coordinate patient forms and continuity of care in primary care settings; and provide individual and team training for new hires and initiatives.
  • Facilitate float coverage and contribute documentation to the Patient-Centered Medical Home application workgroup.
  • Report equipment malfunctions, follow ergonomic recommendations, and comply with infection-control practices.
  • Serve as practice deputy for life-safety activities and help lead drills.
  • Handle patient inquiries and front-line complaints, support performance-improvement initiatives, evaluate information to resolve inquiries, notify providers of delays, advocate for patient timeliness, communicate delays to the front office and waiting room, suggest operational improvements, and use service-recovery resources to improve patient convenience.
  • Resolve escalated day-to-day operational issues, liaise with management on process improvements, serve as a resource for designated functions such as APeX SuperUser, provide staff feedback, and support staff orientation, training, and oversight.
  • Follow UCSF Living PRIDE communication and service standards, including greeting patients, using AIDET, managing expectations and delays, maintaining phone and electronic communication standards, demonstrating cultural sensitivity, and modeling and teaching these standards.
  • Protect confidential and sensitive patient information, follow safety and infection-control procedures, and support quality metrics and organizational targets.
  • Keep work areas orderly, follow cleaning processes, report broken equipment or unsafe conditions, dispose of litter, post materials only in designated areas, and protect facility equipment and property.
  • Modify tasks and workflows as needed, perform other assigned duties, and complete other clerical duties.
Desired Qualifications
  • Experience in health care, including medical, dental, or veterinary settings, in patient scheduling, insurance verification, medical-record data abstraction, or patient financial services.
  • Experience with appointment, ancillary-service, or surgical scheduling.
  • Spanish, Cantonese, or Russian bilingual or multilingual capability.
  • Prior experience with EPIC.

About the company

UC San Francisco is a public research university in San Francisco focused solely on health sciences, combining professional education with biomedical research and patient care. Its schools of dentistry, medicine, nursing and pharmacy train clinicians and scientists, while teams investigate cancer, immunology, genomics and neuroscience. UCSF Medical Center and Benioff Children's Hospitals connect clinical care with faculty research and training, and university clinics serve patients across Northern California. Founded in 1864, UCSF is the University of California campus dedicated to graduate and professional education and biomedical research, based in San Francisco.

Company Size

10,001+

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

1864

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