Clerical Job Description
Clerical
provides direct supervision for administrative and office support staff such as secretarial/administrative assistants, medical assistants, schedulers, data management and medical records staff.
Clerical Duties & Responsibilities
To write an effective clerical job description, begin by listing detailed duties, responsibilities and expectations. We have included clerical job description templates that you can modify and use.
Sample responsibilities for this position include:
Meeting and greeting new patients and referring patients with external referrals to staff person in charge
Creating and uploading PDF files to SharePoint
Saving and uploading documents
Receives and processes incoming referrals including medical, specialty, and ancillary services
Communicates with community provider practices regarding missing information, clinical guidelines, and status of appointment
Answers customer inquiries regarding community services and clinic appointments
Meets and greets new patients
Verifies patient insurance and confirms with Finance
Registers patients on day of visit
Maintains ongoing communication to ensure provider and patient satisfaction
Clerical Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Clerical
List any licenses or certifications required by the position: BLS, CRCS, CPR, CNA, ASE, CME, IAT, OSHA, MIDAS, EMR
Education for Clerical
Typically a job would require a certain level of education.
Employers hiring for the clerical job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Healthcare, Health, Medical Assistant, Medical Office Assistant, Associates, Graduate, General Education, Technical
Skills for Clerical
Desired skills for clerical include:
Medical terminology
Medical terminology as it relates to the specific unit
Excel
Formal course work
Medical terminology gained through experience
Spelling
Office practices and procedures
Arithmetic
Business English
Departmental rules and regulations
Desired experience for clerical includes:
Must possess initiative to plan and organize duties
Ability to learn how to use various forms of technology
Operate office equipment including CRT/PC, copy machine, fax machine, calculator and ticketing machine
Maintain standards of appearance according to Distribution Center dress code
Professionally answer telephone
Referring patients with external referrals to staff person in charge
Clerical Examples
1
Clerical Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of clerical. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for clerical
- Coordinating the return of goods to vendor for repair, credit or exchange
- Preparing new charts in advance for specific employees
- Receiving employees, recording the visits, and retrieving charts for the provider/nurse
- Answering telephone and transferring calls appropriately
- Answering questions of employees regarding procedures and policy according to scope of practice
- Preparing / retrieving charts for pre-employment, annual assessment, visits, and follow-up for provider review
- Filing lab reports and other documents into charters in proper order
- Logging lab reports in book and giving reports to the provider to review
- Addressing letters to employees for follow-ups of PPDS, abnormal findings, vaccinations, annual assessments and follow ups
- Scheduling appointments for pre-employment physical exams and annual assessment
Qualifications for clerical
- Making copies of laboratory results or other information when required
- Total daily statistics for monthly report
- Checking satisfactory supplies, repairing charts, and initiating second chart when needed
- Retrieve Cardiac Cath Lab Referrals from online referral system and work closely with the Referral Office to ensure completeness of referrals
- Perform moderately difficult data entry work using a computer or paper form
- Adhere to hospital's patient safety protocol
2
Clerical Job Description
Job Description Example
Our growing company is looking for a clerical. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for clerical
- Meeting and greeting visitors and helping them to the appropriate areas
- Answering multi-phone line system
- Photocopying and collating
- Envelope stuffing/sealing and sorting mail
- Document administration
- Assist with maintaining an accurate base line of patients with diabetes and other chronic diseases in the registry
- Contact patients by phone and/or letter for appointment reminders, to update lab work, to attend self-management education, or deliver other instructions as directed by their providers
- Outreach to patients whose diabetes is in poor control or who are at risk of becoming lost to follow up and bring them back into care
- Schedule appointments for patients with their provider or provider team
- Assist with registry data collection and the monthly preparation of status reports to Senior Leadership
Qualifications for clerical
- Print and distribute provider reports as directed
- Prepare statistical reports for group education
- Answer telephones, retrieve and convey message in a timely and accurate manner
- Greeting patients and making appointments for all modalities of Cardiology
- Contacting patients on a daily basis about scheduled appointments
- Rescheduling missed appointments of the above mentioned modalities
3
Clerical Job Description
Job Description Example
Our growing company is looking for a clerical. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for clerical
- Answering the phones and faxing as needed
- Scheduling appointments for patients with their provider or provider team
- Assisting with Registry data collection and the monthly preparation of status reports to Senior Leadership
- Printing and distributing provider reports as directed
- Answering telephones and retrieving and conveying messages in a timely and accurate manner
- Act as a liaison between nurses, physicians and other staff
- Filing and data entry work
- Meet and greet visitors and show them to appropriate areas
- Perform general office functions such as photocopying, collating, envelope stuffing and sealing, and sorting mail
- Facilitate bilingual communication for the Maintenance in Care Program
Qualifications for clerical
- Maintain professional demeanor
- Knowledgeable in computer platforms
- Facilitate transportation needs of patients to keep their medical and social work appointments
- Purchase office supplies and all durable equipment for patients
- Assist the Social Work Coordinator with the required reports and tracking of patient's primary care attendance
- Provide secretarial and clerical functions
4
Clerical Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of clerical. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for clerical
- Schedule appointments for identified Cardiac Cath patients
- Retrieve Cardiac Cath Lab Referrals from online referral system
- Adhere to hospital's patient safety protocol prior to registration/administrative processing of patients
- Register patients, obtain all necessary information, and update the patient identification, registration, and billing systems
- Open and close visits
- Answer incoming calls and assist patients in resolving issues/complaints via telephone
- Obtain medical record numbers for new patients
- Provide administrative /secretarial support within Pathology / Blood Bank unit
- File and complete data entry tasks
- Perform clerical tasks as assigned
Qualifications for clerical
- Input orders into the computer
- Stock and order supplies for the floor
- Page doctors for nurses, assign papers, or answer call lights
- Ensure that all incoming supply and dry ice shipment requests are registered and processed in the logistics software database according to the applicable SOPs
- Ensure that sufficient investigators manuals, instruction leaflets, requisition forms and other trial specific related documents are prepared and made ready for shipment
- Ensure that a sufficient stock of all paper goods is maintained for the printing of all trial specific related documents
5
Clerical Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of clerical. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for clerical
- Answer telephones and record messages
- Perform other related task as assigned/necessary
- Provide administrative /secretarial support within the Medical Records department
- Oversee filing, data entry, reception work, schedule meetings, typing and preparing correspondences
- Supervise indexing, operating office equipment (fax, computer, photocopier) and other clerical functions
- Answer questions of employees regarding HR questions
- Handling coding
- Use typewriters or personal computers to maintain or produce basic information in established formats, or to complete forms
- File and retrieve files, records and documents
- Sort, collate, assemble, and distribute documents, mail and other written materials
Qualifications for clerical
- Fax and duplicate documents
- Direct phone calls to appropriate persons
- Maintain basic numerical information
- Utilize basic set-ups of personal computers or remote data terminals to post, check or obtain basic information
- Act as an internal courier by delivering mail and documents within facility
- Assist others with projects by performing tasks such as copying, faxing, posting