Yale University.
Calendar. A-Z Index.

Generic Job Description

Clinical Receptionist II

Grade C

Representative Duties:

  • Answers telephone calls and assess urgency of call. Provides assistance or directs caller to appropriate person, contacting physician/nurse directly for urgent needs. Provides assistance to other receptionists in screening patient calls.
  • Provides specialized information related to section, policies, procedures, insurance and services. Assists patients with the completion of forms.
  • Builds monthly provider master schedules and clinic calendars from established sources and verifies provider sessions worked. Modifies master schedules to accommodate time off, extra patients, hospital emergencies, etc. Creates patient bump lists as necessary due to last minute provider call outs.
  • Schedules patient appointments and resolves scheduling conflicts. Notifies patients of changes/cancellations and prioritizes urgency of appointments for rescheduling. May schedule patients into clinical research studies.
  • Receives patients and visitors. Secures names and needs and directs accordingly. Updates patient information and verifies insurance information, level of services and tracks referrals when necessary. Initiates billing process by completing patient encounter forms and accepts and processes fee for service payments.
  • Books diagnostic tests and specialized appointments for patients at hospitals and other medical facilities and ensures patients are provided with necessary paperwork and specialized instructions for procedures.
  • Schedules surgical procedures for patients. Coordinates available dates for surgery and scheduling of pre and post operative exams and lab work. Obtains and distributes necessary paperwork and maintains system to track completion. Coordinates surgery schedule changes as necessary.
  • Schedules and coordinates departmental meetings, classes, clinics, conferences, etc.
  • Utilizes computer input and retrieve data. Merges and manipulates data to generates complex reports. Compiles and maintains clinical and patient statistical data and produces summaries and reports.
  • Keyboards correspondence, clinical information, reports, publicity material, educational handouts etc. Composes general written material.
  • Obtains patient charts, medical records and lab reports and verifies for completeness.
  • Sorts, screens and distributes incoming mail. Prioritizes and ensures completion of medical forms by clinical staff. Coordinates interdepartmental communication including distribution of medical records and reports.
  • Establishes and maintains filing systems.
  • Maintains inventory of office supplies and educational material.
  • May oversee and instruct support staff. Ensures adequate coverage of reception desk.
  • Performs additional functions incidental to office activities.

Family: Support Service
Job Code: 694 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: 694 Clinical Receptionist II Grade C

Required Knowledge:
General knowledge, high school level; detailed but narrow knowledge in one or several work-related areas; general acquaintance with a broader field of knowledge.
Limited knowledge of business, accounting, or commercial procedures, detailed knowledge in a particular area of business, accounting, or commercial procedures.
Limited knowledge of University organizational policies and procedures generally; detailed knowledge of a narrow area of University rules and procedures.

Required Skills:
Extracts and compiles a range of data from written sources, from individuals by asking questions, or from one or several given data bases; coding based on prescribed simple standards.
Uses a dictionary.
Classifies material for filing; uses straightforward or complex filing systems.
Understands more complicated written instructions, memoranda, policy statements, etc.
Composes and proofreads routine formal letters or memoranda for internal or external circulation.
Regular skilled use of more complex machines, including word processors or personal computers.

Office and Administrative Skills:
Keyboards materials that regularly include medical or legal terminology or foreign languages.
Merges, edits and manipulates data on a personal computer to generate complex reports.
Arranges for and coordinates schedules, appointments, projects, conferences, and major events.
Advises, screens, and refers callers and visitors.

Experience, Education and Formal Training:
Four years of related work experience, two of them in the same job family at the next lower level, and a high school education; or two years of related work experience and an Associate degree; or an equivalent combination of experience and education.

Complexity and Organization:
Wide variety of complicated job tasks requiring coordinating numerous processes or methods.
Often coordinates or organizes the work of others.

Interpersonal Relations:
Ongoing involvement outside immediate work unit.
Offers or obtains specialized information and provides assistance on general matters.
Understands and evaluates what is being said and responds with complex answers that may take time to give.

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

Independent Judgment:
Established procedures/policies govern many work situations.
Regular exercise of independent judgment or initiative.
Problems solved by choosing solutions from among several alternatives that are not necessarily governed by established procedures.


Leadership Responsibility:
Occasionally provides work guidance or orientation for non-routine policies/procedures.
Often distributes and monitors work.

Impact and Consequence of Error:
Work affects both outside the work unit and outside the University.
Errors are somewhat 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 pressures, deadlines or emergencies.
Regular sustained concentration.
Some physical effort or some dexterity.

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