Appointment Scheduler

Charlotte Gastroenterology & Hepatology
Charlotte, NC Full-time
Posted on June 19, 2019

The position  is primarily responsible for answering phones, scheduling patient appointments for office visits, and reviewing/verifying patient insurance. They also perform other duties as assigned.


  1. Take calls from queue and make patient appointments per next available time slot.
  2. Verify benefits.
  3. Cancel and re-schedule appointments as requested by patients/doctors and advise appropriate staff of re-schedules.
  4. Obtain needed PCP referrals prior to office visits and procedures.
  5. Review doctor’s schedules as needed ensuring no holes in physician schedules.
  6. Confirm patient’s insurance and demographic information in the computer system. Set up new patient accounts in NextGen.
  7. Load referrals into NextGen.
  8. Must possess ability to work independently.
  9. Identifies and resolves work problems to ensure quality patient service.
  10. Prepare and mail new patient packets.
  11. Participates in staff educational activities as required.
  12. Ensures that office supplies and equipment are maintained appropriately.
  13. Attends required meetings as requested.
  14. Other general office duties as assigned by Office Manager or Operations Manager.

EDUCATION: High School Diploma

EXPERIENCE: Minimum six (6) months appointment scheduling experience within a large medical office. Front desk experience will be considered if appointment scheduling was one of assigned tasks.

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

  1. Good verbal and written communication skills.
  2. Good telephone skills.
  3. Good computer skills.
  4. Good medical terminology skills.
  5. Ability to establish priorities and meet deadlines.
  6. Must demonstrate initiative and problem solving skills.
  7. Knowledge of computer systems, programs, and applications.
  8. Knowledge of medical terminology.
  9. Knowledge of patient account policies and practices of the clinic.
  10. Knowledge of organizations’ policies and procedures.
  11. Ability to schedule medical appointments based on availability.
  12. Must accurately input demographic and appointment data into Mega West.
  13. Skill in general office procedures, data entry, and telephone etiquette.
  14. Good written and verbal communication skills.