Yale University.
Calendar. A-Z Index.
Clerical and Technical Job Classifications

Generic Job Description

Clinical Receptionist

Grade B

Representative Duties:

  • Answers telephone calls and assess urgency of call. Directs caller to appropriate person or contacts physician directly.
  • Schedules meetings and patient appointments. Notifies patients of changes/cancellations as necessary. Creates patient bump lists as a result of last minute provider call outs.
  • Receives patients and visitors. Secures names and needs and directs accordingly. Updates patient information.
  • Provides information related to section and procedures. Assists patients with the completion of forms.
  • Obtains patient charts, medical records and lab reports and verifies for completeness. Copies and distributes medical records and reports as necessary.
  • Compiles and posts information on standard forms.
  • Maintains logs and records of activities and prepares routine summaries as necessary .
  • Utilizes computer to input and retrieve appointment data and patient information and produce standard reports.
  • Perform keyboarding duties.
  • Sorts, screens and distributes incoming mail. Processes outgoing mail following postal and University regulations.
  • May book diagnostic tests and appointments for patients at hospitals and other medical facilities.
  • May accept and process fee for service payments. May initiate billing process by completing patient encounter forms.
  • Performs additional functions incidental to office activities.

Family: Support Service
Job Code: 696 Date: 3/99

The job duties listed above are representative and characteristic of the duties required and the level of the work performed in the job title. The duties will vary from incumbent to incumbent in the job title.

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Yale University Clerical and Technical Job Description
Job: 696 Clinical Receptionist I Grade B

Required Knowledge:

  • General knowledge, high school level; detailed but narrow knowledge.  
  • Limited acquaintance with business, accounting, or commercial procedures. 
  • Limited acquaintance with University organizational policies and procedures.

Required Skills:

  • Copies data from standard or easily understandable formats. 
  • Files already labeled material using a straightforward alphabetical or chronological system. 
  • Understands non-routine notes, written instructions and general policy statements.  
  • Writes short, informal notes, fills out simple forms.  
  • Regular skilled use of more complex machines including word processors or personal computers.

Office and Administrative Skills:

  • Keyboards letters, memos and other moderately complex material. 
  • Formats, stores and files data on a personal computer to generate basic, pre-established reports.
  • Schedules and coordinates appointments.  
  • Screens and refers callers and visitors to the appropriate individual.

Experience, Education and Formal Training:

  • Two years of related work experience and a high school level education, or an equivalent combination of experience and education.

Complexity and Organization:

  • Limited variety of job tasks requiring coordinating steps/procedures.

Interpersonal Relations:

  • Ongoing involvement outside immediate unit. 
  • Offers or obtains basic information or provides assistance on general matters. 
  • Understands and conveys more complex messages and instructions and takes action accordingly.

Supervisory Guidelines:

  • Work is subject to general review on an occasional basis.
  • Incumbent plans and schedules own work and/or the work of others based on the understanding of broadly defined objectives and priorities, supervisor reviews work after completion.
  • Instruction only provided in new situations, methods and procedures that are not clearly related to already existing tasks and duties.

Independent Judgment:

  • Established procedures/policies govern many work situations. 
  • Occasional exercise of independent judgment or initiative. 
  • Problems solves by using established procedures.

Leadership Responsibility:

  • Occasionally provides general orientation to routine procedures/policies.

Impact and Consequence of Error:

  • Work affects both outside the work unit and outside the University. 
  • Errors are not difficult to recognize and correct and can cause harm or financial loss to individuals, departments, and the University or to other individuals and groups.

Working Conditions:

  • Slight possibility of safety risks. 
  • Occasional conflicting demands, time pressure, deadlines or emergencies. 
  • Regular sustained concentration. 
  • Some physical effort or dexterity.

 

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