Clinical Receptionist 2, Yale Health

Connecticut, United States
11 Jan 2021
End of advertisement period
11 Mar 2021
Contract Type
Full Time

Position Focus:

As a member of the Clinical Reception Team, provide seamless, coordinated and compassionate care at every patient encounter at Yale Health Center. Position may provide support to multiple clinical areas based on operational need. Additional responsibilities include:

  • Answer phones, greet patients and visitors and schedule appointments. Serve as a source of information to patients on policies, procedures and office activities.
  • Monitor daily appointment access in order to ensure that appointments are scheduled in accordance with section guidelines. Make adjustments as necessary. Initiate and direct reception staff in rescheduling activities and assist in that process as necessary.
  • Schedule appointments in the Epic clinical system. Arrive patients for appointments and assist patients walking in with appointments, questions, and forms.
  • Monitor and assist in the support of timely completion of all reception tasking, both through Epic and via My Chart requests and messages.
  • Collaborate with management and clinical leadership around best practices and workflow.
  • Provide assistance with complex patient scheduling needs, and coordinate follow up appointments as necessary.
  • Gather, compile and record data. Create reports and summarize findings.

Please note: the below essential duties are generic, please refer to the above for what the job will entail.

Essential Duties

  1. 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.
  2. Provides specialized information related to section, policies, procedures, insurance and services. Assists patients with the completion of forms.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.
  8. Schedules and coordinates departmental meetings, classes, clinics, conferences, etc.
  9. 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.
  10. Keyboards correspondence, clinical information, reports, publicity material, educational handouts etc. Composes general written material.
  11. Obtains patient charts, medical records and lab reports and verifies for completeness.
  12. 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.
  13. Establishes and maintains filing systems.
  14. Maintains inventory of office supplies and educational material.
  15. May oversee and instruct support staff. Ensures adequate coverage of reception desk.
  16. Performs additional functions incidental to office activities.

Required Education and Experience

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.

Required Skill/Ability 1:

Working knowledge of medical terminology and demonstrated ability to handle heavy phone volume and patient support needs in a call center or healthcare environment, preferably in an ambulatory care setting.

Required Skill/Ability 2:

Outstanding interpersonal, communication and customer service skills, as attested by references. Ability to work collaboratively with all levels of staff in order to satisfy patient inquiries. Ability to work effectively and respectfully with a diverse population.

Required Skill/Ability 3:

Proven active listening skills to accurate assess and direct callers to the appropriate resources. Well-developed communication skills, including spelling, grammar, punctuation and proofreading in order to take and relay accurate and complete messages.

Required Skill/Ability 4:

Excellent critical thinking skills and ability to utilize sound independent judgement to troubleshoot and resolve patient issues. Strong attention to detail and organizational skills. Flexibility and willingness to move between multiple clinical areas.

Required Skill/Ability 5:

Proven record of exemplary attendance, punctuality and reliability as attested to by references.

Preferred Education, Experience and Skills:

Proficiency in Epic; knowledge of Yale Health policies, procedures and practices; working knowledge and proficiency with Yale Health scheduling protocols.

Drug Screen


Health Screening


Background Check Requirements

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. Please visit for additional information on the background check requirements and process.

Posting Disclaimer

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position. Employees will be assigned specific job-related duties through their hiring departments.

Affirmative Action Statement:

Yale University considers applicants for employment without regard to, and does not discriminate on the basis of, an individual’s sex, race, color, religion, age, disability, status as a veteran, or national or ethnic origin; nor does Yale discriminate on the basis of sexual orientation or gender identity or expression. Title IX of the Education Amendments of 1972 protects people from sex discrimination in educational programs and activities at institutions that receive federal financial assistance. Questions regarding Title IX may be referred to the University’s Title IX Coordinator, at, or to the U.S. Department of Education, Office for Civil Rights, 8th Floor, Five Post Office Square, Boston MA 02109-3921. Telephone: 617.289.0111, Fax: 617.289.0150, TDD: 800.877.8339, or Email:


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