POSITION DESCRIPTION / PERFORMANCE EVALUATION
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- Margery Lester
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1 POSITION DESCRIPTION / PERFORMANCE EVALUATION Name: Job Title: Clinic Patient Registrar Prepared by: Date: Supervised by: CCO Approved by: Date: Job Summary: This position is the first point of contact for all visitors and answers all incoming phone calls redirecting them appropriately. The patient registrar is also responsible for data entry, daily accounting, and patient registration & payments. As needed, provides administrative support for other clinic staff. DUTIES AND RESPONSIBILITIES: Performance is clearly outstanding;performance is superior it far exceeds standards E = Excellent or expectations;performance is exceptional on a continuous basis. G = Good S = Satisfactory NI = Needs Improvement Performance generally meets or exceeds standards or expectations;attains all or nearly all of position objectives. Performance is adequate it meets standards or expectations, and is developing within the position. Fails to meet one or more job expectations. U = Unacceptable Performance is below accepted levels;fails to meet most job expectations. Demonstrates Competency in the Following Areas: E G S NI U Answers incoming phone calls professionally and in a timely manner, redirecting appropriately. Greets patients and checks them in & out including new patient paperwork and insurance information. Per request, schedules or cancels patient appointments; Updating information in computer system. Attempts to contact patients who don t show up for their appointment to reschedule. Makes referral calls to specialty physicians scheduling appointments and sends appropriate paperwork. Posts patient charges daily into the computer and prints encounters for billing. Prints encounters and alphabetizes for next day. Pulls lab slips for next day. Faxes physician forms as needed. Assists specialty physicians- maintains scheduling notebook & new patient information completed & faxed as needed. Distributes incoming faxes to appropriate staff. Takes payments on all accounts receivable and records on daily cash sheet. Adapts well to frequent interruptions and changes in workload and work schedule. 1
2 Demonstrates Competency in the Following Areas: E G S NI U Sets priorities and solves problems as they arise. Performs other job related duties as requested or time permitting. Professional Requirements: E G S NI U Adheres to dress code, appearance is neat and clean. Complies with requirements, including all state and federal regulations. Adheres to the Group II level of HIPAA Minimum Necessary Standard when using, disclosing or requesting Protected Health Information (PHI). Reports to work on time and as scheduled. Wears identification while on duty. Attends annual review. Works at maintaining a good rapport and a cooperative working relationship with physicians, departments and staff. Acts proactively in managing time, workload and other departmental duties. Represents the organization in a positive and professional manner. Resolves personnel concerns at the departmental level, utilizing the grievance process as required. Compliant with policies and procedures regarding department operations, fire, safety and infection control. Complies with all organizational policies regarding ethical business practices. Communicates the mission, ethics and goals of the facility, as well as the focus statement of the department. Total Points 2
3 Education/Experience Requirements: High school diploma or GED. Experience working in an environment that requires attention to detail, accuracy, and efficiency. Preference will be given to those individuals who have experience working in a health care setting. Skills: Basic computer knowledge. Able to answer multi-line phone system Able to handle multiple tasks at a time Able to provide professional and caring customer service Able to communicate effectively in English, both verbally and in writing. Physical Demands: For physical demands of position, including vision, hearing, repetitive motion and environment, see following description. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position without compromising patient care. ======================================================================================= I have received, read and understand the Position Description/Performance Evaluation above. Name/Signature Date Signed 3
4 JOB TITLE: Clinic Patient Registrar DEPARTMENT: Medical Clinic NAME: # HOURS/WORKDAY: 8 DESCRIPTION OF PHYSICAL DEMANDS DEVELOPED BY: DATE DEVELOPED: 3/2/06 UPDATED: 9/7/10 MANAGER SIGNATURE: DATE: CHECK APPROPRIATE BO FOR EACH OF THE FOLLOWING ITEMS TO BEST DESCRIBE THE ETENT OF THE SPECIFIC ACTIVITY PERFORMED BY THE STAFF MEMBERS IN THIS POSITION PHYSICAL DEMANDS On-the-job time is spent in the following physical activities Show the amount of time by checking the appropriate boxes below. Stand: Walk: Sit: Talk or hear: Use hands to finger, handle or feel: Push/Pull: Stoop, kneel, crouch or crawl: Reach with hands and arms: Taste or smell: Amount of Time None up to 1/3 1/3 to ½ 2/3 and more This job requires that weight be lifted or force be exerted. Show how much and how often by checking the appropriate boxes below. Up to 10 pounds: Up to 25 pounds: Up to 50 pounds: Up to 100 pounds: More than 100 pounds: Amount of Time None up to 1/3 1/3 to ½ 2/3 and more This job has special vision requirements. Check all that apply. x Close Vision (clear vision at 20 inches or less) Distance Vision (clear vision at 20 feet or more) Color Vision (ability to identify and distinguish colors) Peripheral Vision (ability to observe an area that can be seen up and down or to the left and right while eyes are fixed on a given point) Depth Perception (three-dimensional vision; ability to judge distances and spatial relationships) Ability to Adjust Focus (ability to adjust eye to bring an object into sharp focus) No Special Vision Requirements Specific demands not listed: Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. WORK ENVIRONMENT This job requires exposure to the following environmental conditions. Show the amount of time by checking the appropriate boxes below. Wet, humid conditions (non-weather): Work near moving mechanical parts: Fumes or airborne particles: Toxic or caustic chemicals: Outdoor weather conditions: Extreme cold (non-weather): Extreme heat (non-weather): Risk of electrical shock: Work with explosives: Risk of radiation: Vibration: The typical noise level for the work environment is: Check all that apply. Very Quiet Loud Noise Quiet Very Loud Noise x Moderate Noise Amount of Time None Up to 1/3 1/3 to 1/2 2/3 and more Hearing: Ability to hear alarms on equipment x Ability to hear patient call x Ability to hear instructions from physician/department staff REPETITIVE MOTION ACTIONS Number of Hours Repetitive use of foot control C. Both x Repetitive use of hands C. Both x Grasping: simple/light C. Both Grasping: firm/heavy C. Both Fine Dexterity C. Both 4
5 PERFORMANCE EVALUATION CONTINUATION PAGE Staff Member: Job Title: Performance Evaluation Score: # of total points achieved Supervisors Comments: points = Excellent = Good = Satisfactory = Needs Improvement 27 0 = Unacceptable 100% merit increase 100% merit increase 75% merit increase 50% merit increase 25% merit increase Recommended Goals/Actions: Staff Member Comments: Actions Recommended by Supervisor: Current Wage: New Wage: Performance Review Only Cost of Living Increase: Next Performance Review on: Salary Increase: Acknowledgement of Job Description Total Increase: Salary Increase Denied Staff Member Signature Date Supervisor Signature Date Administrative Signature Date 5
6 PERSONNEL MEMBER ANNUAL PROFESSIONAL PERFORMANCE AND COMPETENCY EVALUATION As a member of the Okeene Municipal Hospital s personnel team, your comments and input are important to both our continuing development and quality provision of patient care and services. Your continued professional growth and job satisfaction are primary goals of the hospital. The administrative team and your department supervisor are interested in your comments regarding the following: 1-5 (1 = poor, 5 = excellent) 1. How would you rate your current job satisfaction level? 2. How would you rate your current job performance? 3. How would you rate the organization s provision of personnel benefits? 4. How would you rate the organization s provisions for personnel continuing education? 5. How would you rate the organization s physical working environment? 6. How would you rate the organization s emotional working environment? 7. List your professional goals: 8. List any departmental goals that may differ from professional goals (include educational and performance goals): 9. Is there anything the organization can do to help you achieve any of these goals? 10. If so, please describe: 11. Comments you feel may assist the organization with improving personnel satisfaction levels: Note: This organization pledges to utilize information provided for the sole purpose of improving personnel satisfaction and assisting the author with achievement of advanced personal and/or professional growth. 6
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