TRIAD ADULT AND PEDIATRIC MEDICINE, INC.

Greet and assist patients, manage phone calls, update patient records, and support dental office operations. | High school education with specialized courses, proficiency in English communication, computer skills, and customer service abilities. | Position Summary: The primary purpose of this position is to greet and assist patients and visitors, manage incoming phone calls and messages, and provide information in a professional, courteous manner. The role ensures smooth patient registration, communication, and coordination within the dental office or medical office. Job Responsibilities: - Greets and registers patients in a polite, prompt, helpful manner. - Verifies and updates patient information per established patient registration procedures. - Copies new/updated insurance cards and scans into our electronic health record - Updates insurance information during the check in process - Verifies eligibility of insurance and informs patients of payment/financial responsibilities. - Collects co-payments and amounts due, as applicable; provides each patient a receipt. - Notify the dental team through patient tracking systems when a patient is registered and waiting. - Provide interpretation and translation services for staff and patients as needed (Bilingual PSR only). - Schedule new and existing patients per approved medical and dental guidelines. - Schedule routine exams, follow-ups, and procedures during check-out. - Answer incoming telephone calls and direct them to the appropriate personnel. - Follow proper phone etiquette and correctly identify oneself on all calls, per TAPM policy. - Monitor and contact patients on recall or waitlists as appropriate. - Comply with all company safety and health policies and procedures. - Document dental triage calls including patient name, DOB, contact details, and symptoms; forward to dental team via task system as needed. - Maintain a clean and organized waiting area throughout the day. - Assist medical front office and medical records staff as needed. - Perform closing procedures: - Balance cash drawer and verify insurance forms at day’s end. - Turn in collected co-payments. - Organize and prepare documents for filing. - Power down monitors, copiers, and lights; secure the front entrance. - Print the final daily schedule to confirm all registered and treated patients. - Prepare daily reports for “no-show” patients and follow up per no-show policy. - Adapt to changing situations and priorities. - Perform additional duties as assigned. Preparation and Training: Job duties require a high school education with additional specialized courses. Must be proficient in English oral and written communication. Bi-Lingual Assistants must also be proficient in Spanish both oral and written communication. Must have a working knowledge of data processing equipment, computers (Excel, word processing), telephones, and such typical office machines and equipment. Must maintain excellent customer service abilities. Must maintain current NC driver’s license for occasional outside travel.

Greet and register patients, manage appointments, handle phone calls, and maintain accurate records. | High school education with specialized courses, proficiency in English communication, and working knowledge of office equipment and software. | Position Summary: The primary purpose of this position is to greet and direct patients and visitors, as well as answer/relay phone calls and messages, and to provide information in a professional and courteous manner. Job Responsibilities: - Greet, register, and check in patients; verify and update demographic and insurance information. - Verifies eligibility on insurance in collaboration with the Insurance Clerk and the DSS workers. - Collect co-pays and inform patients of financial responsibilities. - Schedule appointments and follow-ups per clinic guidelines. - Answer and route phone calls; document and relay patient messages/triage calls. - Maintain accurate records and scan required documents into the system. - Print immunization records as requested by patients. - Communicate patient arrival to clinical staff and support care coordination. - Maintain a clean, organized front desk and waiting area. - Balance cash drawer, complete daily reports, and perform closing procedures. - Assist with medical records and administrative tasks as needed. - Follow all safety, confidentiality, and organizational policies. - Performs other duties as assigned. Preparation and Training: - Job duties require a high school education with additional specialized courses. - Must be proficient in English oral and written communication. - Must have a working knowledge of data processing equipment, computers (Excel, word processing), telephones, and such typical office machines and equipment. - Must maintain excellent customer service abilities. - Must maintain current NC driver’s license for occasional outside travel.