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Practice Coordinator 3 (Child req #4 of 18) Parent 1835
Iazuqy Fa Ocs Oraclecloud Com CX 1 · Emeryville, CA, United States; EMERYVILLE 3 FLR HEALTH CONTACT CTR, EMERYVILLE, CA, US · Active · Oracle Recruiting Cloud / Fusion HCM
Job facts
| Field | Value |
|---|---|
| Company | Iazuqy Fa Ocs Oraclecloud Com CX 1 |
| Title | Practice Coordinator 3 (Child req #4 of 18) Parent 1835 |
| Normalized title | - |
| Department / team | Ambulatory Care Clinics or Ctr |
| Location | Emeryville, CA, United States |
| Work model | - |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
| Posted / first seen | 2026-06-05 / 2026-06-06 |
| Changed / last seen | 2026-06-06 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Iazuqy Fa Ocs Oraclecloud Com CX 1. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through Oracle Recruiting Cloud / Fusion HCM. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Emeryville. | Open |
| Department jobs | Active postings in Ambulatory Care Clinics or Ctr. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Iazuqy Fa Ocs Oraclecloud Com CX 1 |
| Source | 1ec01ec1-9ec0-4ca7-9242-3de42049e519 |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
Description
Description
As a patient-focused organization, UCSF Health exists to enhance the health and well-being of people through patient care, research and education. Success in this mission requires a culture of collaboration, excellence, leadership, and respect. UCSF Health seeks faculty and staff that are committed to the values of professionalism, respect, integrity, diversity, and excellence that are integral to our mission.
The Practice Coordinator 3 is primarily responsible for representing the administrative team as the public face of the Practice and works closely with the administrative, clinical and management teams to support practice operations and customer service recovery and intervention efforts. S/he provides support to all functions of the administrative teams including but not limited to: CRM messages, telephone encounters, referrals, APeX in-baskets, scanning, scheduling, filing, authorizations, and billing.
The PC 3 is responsible for the maintenance of all routine clerical operations and communications. S/he adheres to the UCSF House and Telephone Standards and is sensitive to the needs of patients, staff and providers at all times. The PC 3 is a team player who works closely with others and who is flexible in dealing with the changing priorities. S/he is a self-reliant individual who synthesizes his/her knowledge of practice operations in order to problem-solve, prioritize and facilitate complex transactions in the course of his/her daily activities.
This position makes a difference for patients in an outpatient care unit by providing excellent customer service, facilitating and ensuring the accuracy of the information flow between medical, hospital staff and departments to maximize unit efficiency. The PC 3 is required to work at any UCSF campus as needed and scheduled.
Responsibilities
DUTIES & ESSENTIAL JOB FUNCTIONS
New Patient Scheduling and Processing 10 %
On a daily basis reviews and works referral workqueues documenting activities within the referral record. Acts as the primary contact for referring physicians and new patients If practice utilizes a mirror system for external referrals, such as an electronic log, maintains electronic log but also creates referral record for accurate tracking and documenting of external referrals. Assigns new patients to providers as required, taking into account scheduling issues. Schedules and registers patients by telephone or in person before first appointment meeting established accuracy and performance standards. Completes appropriate practice intake paperwork and follows established practice guidelines to ensure new patients are seen within prescribed timelines. Communicates any problems with the schedule with supervisor. Collects and verifies insurance and referral/authorization information for first appointment ensuring referral records and Hospital Accounts Records (HARS) are created and assigned to the appointment. Schedules and coordinates any pre-appointment tests or appointments. Explains first appointment procedures in layman’s terminology to patient including required records, pathology slides and radiology films to bring or send prior to the first visit; prepares and mails New Patient Packet or sends through MyChart; provides other information requested by patient. Gives directions and instructions to patients before the first appointment. Manages patient expectations by providing practice-specific guidelines related to service/visit. Seeks clinical input when appropriate. Creates a professional and positive first impression for patients and referring physicians. Demonstrates good judgment and common sense. Advanced New Patient Scheduling and Coordination 20 %
Secures outside medical records, CD’s of scans and pathology slides; reviewing them for completeness; and making a determination as to which physician can best evaluate the patient. Understands and is able to prioritize new patient scheduling based on diagnosis and current treatment status to ensure complex patients are scheduled according to practice priorities (e.g. someone newly diagnosed with Stage IV colorectal cancer is seen within the week vs. a second opinion currently receiving treatment is seen within 3 weeks). Informs patients about possible treatment scheduling options, clinical trials and screening is coordinated with appropriate research personnel and the appropriate physician. As indicated upon screening, if the patient would benefit from a consultation with other clinical disciplines consults with the appropriate department and will work to coordinate care, to optimize schedules, and expedite services. At new patient visits, as appropriate meets with patient after the visit to explain how care is coordinated with possible clinical trials, testing, surgical procedures and care within other departments (e.g. general surgery, cardiology) and with other external providers. Surgery Scheduling 3 %
Coordinates scheduling of all outpatient and inpatient surgeries for the surgical practice. Ensures that all surgical procedures are scheduled within a clinically appropriate time frame. Interfaces with patients, physicians and hospital staff to ensure adequate communication regarding all aspects of surgical services. Interacts with clinical and academic staff to coordinate surgical activities with physician’s other responsibilities. Processes complex hospital admission forms, schedules pre-surgical tests and appointments, and secures all necessary resources and equipment for surgery. Manages complex scheduling coordination related to securing OR time outside of designated block time in the operating rooms. Works to maximize both OR and surgical robots utilization as well as complex joint cases with one or more additional surgeons or other services. Advanced Surgery Scheduling 0 %
Coordinates pre-operative anesthesia appointments with other testing, authorization coding and scheduling the surgery in Op-Time. Additionally many cases require complex admission, discharge and planning coordination involving hospital reservations and authorizations related to study patients on protocol, transfers from outside hospitals and post transfer urgent authorizations and surgical planning. Works with patients and staff to confirm availability and accuracy of medical information within APeX and to ensure compliance with all hospital policies and procedures. Secures authorization for surgical procedures and coordinates with Hospital Admissions Department as needed. Communicates with the surgeon post-surgery to confirm if any additional surgical procedure was performed and if so to follow up with the insurance company immediately to amend the authorization. Acts as primary liaison to procedure billing team to coordinate updated authorizations and or TARs for mid procedure changes or additions. Ensures compliance with Medical Center bylaws and Regulations ensuring the diagnosis is confirmed before treatment is offered through formal review of any and all outside studies and pathology. The coordinator is the sole person to ensure appropriate and timely communication and documentation with the patient and the physician. Successfully interacts with patients to secure surgical consent for cosmetic services. This includes identification of cases, cosmetic price guidelines, quote prices and coordinate payment. Analyze the pricing structure to ensure that the prices remain competitive and are updated as needed. This position is expected to represent UCSF Medical Center’s objective to grow elective cosmetic services by providing sophisticated customer service and sales Arranging post-surgical appointments and testing, which may or may not include Home Care, Physical Therapy, starting paperwork for durable medical equipment and following up on all other paper work, i.e. Workers Compensation as necessary Revenue Cycle 3 %
Performs cash collection and depositing functions as assigned, complying with all established policies and procedures. Communicates Medical Center administrative and financial policies clearly to patients, answering patient account questions and knowing when to refer patients to financial counseling, billing agents, patient relations or other support departments for additional help. Obtains and documents insurance authorizations for established patient visits, referrals and procedures or ancillary services. Communicates clinical information from medical records authorization requests to insurance companies. Demonstrates competency working with CPT codes and ICD-9 and ICD-10 for the purpose of scheduling and securing authorization. Works with patients and staff to confirm availability and accuracy of medical information within APeX and to ensure compliance with all hospital policies and procedures. Moderate Complex Revenue Cycle 0 %
Monitors provider(s) open charts and encounters and works with providers to complete encounter documentation in a timely manner to support revenue cycle workflow. May assist provider with instructions on how to close encounters opened in error. Works RFI work queues to secure information for accurate billing submissions or to respond to denials such as retro authorizations, clinical documentation, and addended authorizations with add on CPT codes. Secures authorization for procedures, specialty visits and ancillary testing and coordinates with Hospital Admissions Department as needed. Provide assistance with complex DME authorizations that often require precise documentation in specific formats to receive approval Provide assistance with medication authorization for new medications and refills. Advanced Revenue Cycle 0 %
Secures complex insurance authorizations for services, medications, or testing and is able to track the authorizations for renewal based on insurance company driven limits of time frames or numbers of visits or services. Has demonstrated competency working with HCPC codes and is able to look up and locate the appropriate codes for the purpose of requesting authorization (e.g. J codes for medications like chemotherapy). Understands how to identify and interpret a patient’s insurance benefit package, including pharmacy and mental health carve outs. Utilizes this information to direct authorization requests and to coordinate these services for patients. Reviews & analyses monthly denial reports for both professional and hospital billing. Initiatives retro authorizations from denial report. Identifies trends in denials and works with practice team and supervisors to develop and implement improved workflows to minimize denials. Compiles & analyzes data for reports to track basic revenue cycle measurements such as charges, payments, visit volume, etc. and creates reports in Microsoft Excel. Oversees and coaches staff on complex authorization requests as they arise. Address patient complaints from patients regarding billing and complaints related to billing that come out of Patient Relations. Through reporting track patterns of billing complaints and identify patterns which can be addressed with coaching and education of staff and providers. Understands the concept of managed care and is knowledgeable about the resources available to the staff in regards to knowing the specific requirements of individual managed care plans. Assists patients to understand the concept of managed care. Reviews all upcoming visits to determine patient eligibility and assists with transitioning patients who are no longer eligible to new primary care practices through collaboration with the practice Social Worker and clinical teams. Department resource for insurance questions and insurance updates, including having reserved time on the staff agenda to review updates with administrative team, include important updates in the practice newsletter including drafting newsletter announcements As practice Super User will produce reports and review with staff cash collection barriers to improve cash collection rates for the practice. Check in / Front Desk: 0 %
Greets and welcomes patients making eye contact and utilizing AIDET standards. Determines a patient’s co-pay obligation and collects it at the time of the visit; may also collect payments on patient accounts. Gives priority to the timely registration of patients on check-in and is aware of the necessity of maintaining practice flow, paying careful attention to the performance improvement initiatives to reduce delays. Communicates with patients in a confidential professional manner using tact and diplomacy. Monitors and maintains the reception area, making sure it is tidy and there is adequate availability of reading and educational materials. Ensures that the temperature of the reception area is comfortable and that there is adequate and appropriate seating for all patients. Observes the waiting area and performs customer service intervention when patients have been waiting a long time or are not receiving adequate service Assists patients with use of Kiosk and actively works to promote Kiosk utilization Advanced Check in/ Front Desk: 0 %
Responsible for front end office responsibilities to include but not limited to functions ranging from registration and front desk duties, referral processing, authorization coordination and review, cash deposits, DME oversight and scheduling functions. S/he will also act as a Care Support Assistant for the Delivery System Reform Incentive Payment (DSRIP) funded clinical team. Develops and analyzes front desk productivity reports in partnership with the management team to improve co-pay collection rates and accurate payer plan capture. Identifies opportunities for productivity improvement and assists management team with staff coaching and workflow enhancement. Is primarily responsible for representing the clerical team as the public face and works closely with the administrative and management teams to support practice operations and customer service recovery and intervention efforts. S/he provides support to all functions of the administrative teams to include: message boards, referrals, Apex in-baskets, scanning and filing. Cadence Template Builder 0 %
Able to create Cadence schedule templates for providers Understands how template construction effects access and works to ensure templates is user friendly and help promote consistent clinic access. Able to generate reschedule reports in Cadence and work with other members of administrative team to ensure patients are rescheduled in a timely manner to avoid customer service problems. Administrative and Patient Care Coordination Responsibilities 5 %
Schedules established patient appointments using Apex and its related components. Understands the distinction of each medical practice and how care is delivered in each setting. Coordinates appointments with multiple providers as required. Discusses practice policies and procedures with patients and referring physicians. Answers questions about provider schedules and acts as a resource to other medical center practices and ancillary service administrative staff. Has a keen awareness of the need to provide prompt and convenient appointment access to patients. Adheres to the provider productivity standards as established in APEX templates for the practice and schedules appointments with the appropriate appointment type. Utilizes legacy systems and Apex to retrieve pertinent patient data. Follows practice procedure for follow-up of missed appointments. Covers Apex in-baskets and phone messages when other members of the team are absent. Demonstrates an ability to adjust priorities as required for smooth operation of the practice and notifies the clinical staff. Provides administrative support to providers in coordination of patient care (i.e. sending patient letters, educational materials, results of lab tests, etc.) Schedules procedures and tests providing appropriate instructions to patients. Collaborates with clinical staff in problem-solving patient needs and requests for same day appointments and other appointments requiring care coordination. Works together with the clinical staff in the processing and follow-through of urgent patient needs. Demonstrates courtesy and overt helpfulness in all interactions. Collaborates with Practice Supervisor and Administrative Director in the resolution of patient complaints. Assists in maintaining current filing and scanning. Moderate Complex Administrative and Patient Care Coordination Responsibilities 5 %
Must have an understanding of multiple clinical symptoms and their associated escalation level with a common sense approach for when it is appropriate to escalate or take action to speed along a process within the practice or to obtain immediate clinical intervention. Advanced customer service skills in working with and providing exceptional customer service to patients who are medication dependent and may exhibit challenging behaviors. This includes understanding how to deescalate a difficult encounter and also when to seek additional support from leadership and to protect the safety of the work environment. Advanced Administrative and Patient Care Coordination Responsibilities 33 %
Acts as liaison with Concierge Services. Expedites requested services. Coordinates complex patient care coordination activities. Arranging appointments and testing, which may or may not include Tumor block genetic testing, Home Care, Physical Therapy, starting paperwork for durable medical equipment or disability paperwork and following up on all other paper work, i.e. Workers Compensation as necessary. Keeps track of patients who have parallel pathways for their medical care and works with clinical providers to take steps at critical points along the continuum. May create and maintain APeX patient lists or Excel Spreadsheets for tracking purposes. For example, patients receiving neoadjavent chemotherapy who will be scheduled for surgery once their tumor has shrunk and must be evaluated by the MD after cycle 3 of their chemotherapy regimen. The PA IV will need to keep track of the patient and schedule a timely appointment with the surgeon and the medical oncologist to coordinate planning for surgery scheduling. Is skilled and able to book Radiology appointments directly into Radiology scheduling software while ensuring accuracy of exam types, location specifications and insurance restrictions. Identify referral problems; report out to management team with suggested solutions. Develop and review reports related to referral management, tracking and updating management team with ongoing outgoing and incoming referral issues as they arise. Oversight with maintaining Open Access schedules in order to meet the Patient-Centered Medical Home (PCMH) standards (could include Direct Access scheduling into the generic job template) APeX and IT Specific Skills 3 %
Performs the following APEX specific Patient Care Coordinator (PCC) functions as appropriate to completion of APeX PCC training and job duties: Enter new incoming referrals entering authorization information as appropriate Creating, updating and closing telephone encounters Open, document within, route and close telephone encounters. Able to accurately utilize documentation steps when leaving a telephone encounter open pending further communications with the caller. Able to utilize smart text logic to document patient phone screening as associated with complex appointment scheduling. Works applicable APeX workqueues to address patient care and service matters Create and send administrative communications via MyChart Create SmartPhrase templates associated with administrative functions Create and route patient letters associated with administrative matters Perform enter/edit outside test results following established workflow and steps Open, document within, route and close telephone encounters. Able to accurately utilize documentation steps with leaving a telephone encounter open pendingfurther communications with the caller. Able to utilize smart text logic to document patient phone screening as associated with complex appointment scheduling. Works applicable APeX workqueues to address patient care and service matters Encourage use of the check in kiosk and trouble shoot technical or customer service issues Moderate Complex APeX and IT Specific Skills 2 %
Modify order class of labs from lab collection vs. clinic collection or UCSF Collect vs.External Collect. Perform advanced appointment scheduling using complex scheduling protocols from a variety of ancillary and subspecialty services some of which will require authorization. Support Patient-Centered Medical Home, Standard 1 guidelines that require patients have daily available appointment access to the practice and if no appointments are available coordinate them at another site or within Adult or Pediatric Urgent Care. Phone Bank 5 %
Responds to telephone calls from patients seeking medical care at UCSF Medical Center. Utilizes the EPIC Appointment Scheduling System (Cadence) to schedule patient appointments in accordance with practice policy. Documents call information in the EPIC telephone encounters in a concise, accurate manner. Responds to patient’s online Web appointment requests for patients utilizing the online appointment system. Utilizes Phone Bank protocols to determine when to involve a clinician on a call due to urgent or emergent symptomatology. General Performance 2 %
As assigned, pulls and prepares charts prior to patient appointment following established practice criteria. Files all patient related information, tracks incoming slides, films and reports as required by practice; returns materials to referring physicians in a timely manner utilizing tracking systems. Scans and imports patient records and documents in APeX system following established guidelines and policies. Upholds UCSF Medical Center policy regarding the maintenance and confidentiality of medical records and other patient information. Maintains and adheres to patient confidentiality and HIPAA guidelines including the distribution of NOPPs (Notice of Privacy Practices). Participates in team building by actively contributing during meetings and with staff and providers in discussion of all practice activities. Attends training classes provided by Medical Center, Billing Agent, and others as necessary. Bring information back to practice and use on the job. Works with supervisor and co-workers to ensure that the practice responds comprehensively to patient care needs through improved procedures and administrative systems. Is an active participant in performance improvement projects and customer service initiatives. Complies with all Medical Center and Ambulatory Services procedures for infection control, safety, administrative and clinical practice. Complies with activities mandated by Joint Commission, Title 22. As assigned, fills in for other co-workers to help address work load problems and cover vacation or sick leave openings. Moderate Complex General Performance 3 %
Maintains provider calendars When working in a primary care practice, assists with the delivery and maintenance of a high standard of patient care using the Patient Centered Medical Home model which emphasizes the care of the “whole patient” which includes in-reach, outreach and intensive follow up on referrals. When working within the primary care environment acts as the coordinator for all of patient’s needs such as forms (ie. work release, disability, immunization records, etc.) and is principally responsible for the continuity of care for patients which includes a significant amount of support for patients at the time of the visit and between visits. Provides 1:1 and team training for new hires and new initiatives and procedures Advanced General Performance 0 %
Facilitates Float coverage as needed for practice (e.g. when float is assigned, work with float to ensure successful coverage of work) Serves on and contributes documentation to the Patient Centered Medical Home application workgroup Environmental Responsibilities: 1 %
Reports any malfunctioning of equipment. Complies with recommendations made by ergonomic specialists to avoid workplace injury Complies with infection control policies related (e.g. does not eat at the front desk or in patient care areas) Moderate Complex Environmental Responsibilities 0 %
Serves as practice deputy for life / safety activities helps lead drills Customer Service Outreach 4 %
Deals directly with patients either by telephone, electronically or face to face while consistently following EVERYDAY PRIDE principles in verbal and written communications Responds promptly and courteously to internal and external inquiries. Stays logged into appropriate APeX Pools and In Baskets. Handles front line patient complaints with the support of the Practice Supervisor / Administrative Director Supports all performance improvement initiatives as outlined by the Medical Center leadership through active participation and initiation Obtains and evaluates all relevant information to handle inquiries and complaints S/he is a strong team player, has a dedicated work ethic, and is willing to learn and adapt to new tasks when asked. S/he is comfortable building rapport with patients quickly and is able to work effectively with and without supervision and remain calm and friendly in all interactions with patients Notifies providers of patient delays and service issues. Acts and advocate for patients to help facilitate provider punctuality in seeing patients according to schedule. Communicates provider delays with front office team and makes regular announcements to waiting room as needed when delays are over 30 minutes. Offers suggestions for change or improvement in clinic/practice operations. S/he leads by example in the areas professional appearance, demeanor and body language, making eye contact with patients and internal customers, exhibits a friendly demeanor to put patients at ease. Seeks opportunities to improve patient convenience. Utilizes service recovery amenities as appropriate. Contributes to the development of a patient-focused environment. Lead role duties 1 %:
Addresses and resolves escalated issues of day to day operations (e.g. customer service, provider complaints, cross departmental communication or coordination problems, etc.) Serves as a liaison to management to advise on, take lead action on, and provide direction on process improvements initiatives Acts as a primary resource for one or more designated functions in the department (e.g., APeX Super User) Provides feedback related to staff performance Supports staff through orientation, training and oversight. Will attend monthly organization meetings/trainings to enhance SuperUser role within the practice. Is a team player who works closely with others and who is flexible in dealing with the changing priorities. Is a self-reliant individual who synthesizes his/her knowledge of practice operations in order to problem-solve, prioritize and facilitate complex transactions in the course of his/her daily activities. Living Pride Standards Service Excellence
Demonstrates service excellence by following the Everyday PRIDE Guide with the UCSF Medical Center standards and expectations for communication and behavior. These standards and expectations convey specific behavior associated with the Medical Center’s values: Professionalism, Respect, Integrity, Diversity and Excellence, and provide guidance on how we communicate with patients, visitors, faculty, staff, and students, virtually everyone, every day and with every encounter. These standards include, but are not limited to: personal appearance, acknowledging and greeting all patients and families, introductions using AIDET, managing up, service recovery, managing delays and expectations, phone standards, electronic communication, team work, cultural sensitivity and competency. Uses effective communication skills with patients and staff; demonstrates proper telephone techniques and etiquette; acts as an escort to any patient or family member needing directions; shows sensitivity to differences of culture; demonstrates a positive and supportive manner in which patients / families/ colleagues perceive interactions as positive and supportive. Exhibits team work skills to positively acknowledge and recognize other colleagues, and uses personal experiences to model and teach Living PRIDE standards. Exhibits tact and professionalism in difficult situations according to PRIDE Values and Practices Demonstrates an understanding of and adheres to privacy, confidentiality, and security policies and procedures related to Protected Health Information (PHI) or other sensitive and personal information. Demonstrates an understanding of and adheres to safety and infection control policies and procedures. Assumes accountability for improving quality metrics associated with department/unit and meeting organizational/departmental targets. Work Environment
Keeps working areas neat, orderly and clutter-free, including the hallways. Adheres to cleaning processes and puts things back where they belong. Removes and reports broken equipment and furniture. Picks up and disposes of any litter found throughout entire facility. Posts flyers and posters in designated areas only; does not post on walls, doors or windows. Knows where the Environment of Care Manual is kept in department; corrects or reports unsafe conditions to the appropriate departments. Protects the physical environment and equipment from damage and theft. OTHER FUNCTIONS AND RESPONSIBILITIES
Demonstrates innovation and flexibility regarding the modification of tasks or workflows within assigned duties and job functions Perform other duties as assigned Other clerical duties as assigned.
Qualifications
QUALIFICATIONS
REQUIRED
High School graduate or equivalent with four years related experience; or college degree and 6 months related experience; or equivalent combination of education and experience. Successfully passes fingerprinting protocol and is approved to be a cash collector if applicable. Strong computer skills, including basic keyboarding skills, and experience with at least two Officetype software programs (i.e., Outlook, Word and Excel). Proven ability to navigate through multiple patient records systems. Able to sit at a computer terminal with telephone headphones for extended period of time. Ability to analyze situations, prioritizes, and develops solutions and makes recommendations. Ability to work with minimal supervision Ability to use good judgment and work independently, at times under the pressure of deadlines Ability to access situations prioritizes workload, develop solutions and make recommendations. Excellent customer service and communication/interpersonal skills, both over the telephone and directly. Able to sit at a computer terminal with telephone headphones for extended periods of time. Basic math skills required. Proven ability to deal with a wide variety of individuals; Ability to deal sensitively and effectively with patients. Excellent organizational and problem-solving skills. Strong writing skills to include the ability to compose, edit, and proof a wide variety of documents. Demonstrated administrative/office coordination skills. · Demonstrated knowledge of medical practice terminology. Within six months of start date, based upon completion of training, the Supervisor, completes the proficiency checklist with the employee. This includes the following areas if applicable Referrals (Incoming referral entry) and handling all referral WQs Schedule surgeries Work applicable work queues Enter/edit outside test results Messaging (CRM) if applicable 2nd calls in CRM if applicable Telephone encounters My open encounter Staff message New message Route Patient advice request to providers (My Chart) Patient Schedule (My Chart) Letters Pools Patient look up Check in process Check out process Comment field Quick note Scanning Preferred Qualifications:
Demonstrated experience in health care (may include medical, dental or veterinary) in the following areas: patient scheduling, insurance verification, medical record data abstraction, or patient financial services. Prior experience with appointment, ancillary service or surgical scheduling or a combination of all three. Prior experience with EPIC. Required Licenses/Certifications:
N/A POPULATIONS SERVED
Adult and Geriatric. There are a small number of Infant, Child and Adolescent cases.
Company
About UCSF
The University of California, San Francisco (UCSF) is a leading university dedicated to promoting health worldwide through advanced biomedical research, graduate-level education in the life sciences and health professions, and excellence in patient care. It is the only campus in the 10-campus UC system dedicated exclusively to the health sciences. We bring together the world’s leading experts in nearly every area of health. We are home to five Nobel laureates who have advanced the understanding of cancer, neurodegenerative diseases, aging and stem cells.
Pride Values
UCSF is a diverse community made of people with many skills and talents. We seek candidates whose work experience or community service has prepared them to contribute to our commitment to professionalism, respect, integrity, diversity and excellence – also known as our PRIDE values .
In addition to our PRIDE values, UCSF is committed to equity – both in how we deliver care as well as our workforce. We are committed to building a broadly diverse community, nurturing a culture that is welcoming and supportive, and engaging diverse ideas for the provision of culturally competent education, discovery, and patient care. Additional information about UCSF is available here .
Join us to find a rewarding career contributing to improving healthcare worldwide.
Equal Employment Opportunity
The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.
Salary Information
The final salary and offer components are subject to additional approvals based on UC policy.
Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement.
To learn more about the benefits of working at UCSF, including total compensation, please visit: https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html
Full job record
| Job ID | 84fdd39a56dedce45d144485d8616d31e865b6b4 |
| Org ID | b73f2bf1-b0ab-47ed-8db1-1f14a038aa7c |
| Source ID | 1ec01ec1-9ec0-4ca7-9242-3de42049e519 |
| Board ID | 1ec01ec1-9ec0-4ca7-9242-3de42049e519 |
| Provider | oracle_hcm |
| Provider Job Key | 2048 |
| Title | Practice Coordinator 3 (Child req #4 of 18) Parent 1835 |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Emeryville, CA, United States; EMERYVILLE 3 FLR HEALTH CONTACT CTR, EMERYVILLE, CA, US |
| Department | Ambulatory Care Clinics or Ctr |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | CA |
| City | Emeryville |
| Salary Raw | Description As a patient-focused organization, UCSF Health exists to enhance the health and well-being of people through patient care, research and education. Success in this mission requires a culture of collaboration, excellence, leadership, and respect. UCSF Health seeks faculty and staff that are committed to the values of professionalism, respect, integrity, diversity, and excellence that are integral to our mission. The Practice Coordinator 3 is primarily responsible for representing the administrative team as the public face of the Practice and works closely with the administrative, clinical and management teams to support practice operations and customer service recovery and intervention efforts. S/he provides support to all functions of the administrative teams including but not limited to: CRM messages, telephone encounters, referrals, APeX in-baskets, scanning, scheduling, filing, authorizations, and billing. The PC 3 is responsible for the maintenance of all routine clerical operations and communications. S/he adheres to the UCSF House and Telephone Standards and is sensitive to the needs of patients, staff and providers at all times. The PC 3 is a team player who works closely with others and who is flexible in dealing with the changing priorities. S/he is a self-reliant individual who synthesizes his/her knowledge of practice operations in order to problem-solve, prioritize and facilitate complex transactions in the course of his/her daily activities. This position makes a difference for patients in an outpatient care unit by providing excellent customer service, facilitating and ensuring the accuracy of the information flow between medical, hospital staff and departments to maximize unit efficiency. The PC 3 is required to work at any UCSF campus as needed and scheduled. Responsibilities DUTIES & ESSENTIAL JOB FUNCTIONS New Patient Scheduling and Processing 10 % On a daily basis reviews and works referral workqueues documenting activities within the referral record. Acts as the primary contact for referring physicians and new patients If practice utilizes a mirror system for external referrals, such as an electronic log, maintains electronic log but also creates referral record for accurate tracking and documenting of external referrals. Assigns new patients to providers as required, taking into account scheduling issues. Schedules and registers patients by telephone or in person before first appointment meeting established accuracy and performance standards. Completes appropriate practice intake paperwork and follows established practice guidelines to ensure new patients are seen within prescribed timelines. Communicates any problems with the schedule with supervisor. Collects and verifies insurance and referral/authorization information for first appointment ensuring referral records and Hospital Accounts Records (HARS) are created and assigned to the appointment. Schedules and coordinates any pre-appointment tests or appointments. Explains first appointment procedures in layman’s terminology to patient including required records, pathology slides and radiology films to bring or send prior to the first visit; prepares and mails New Patient Packet or sends through MyChart; provides other information requested by patient. Gives directions and instructions to patients before the first appointment. Manages patient expectations by providing practice-specific guidelines related to service/visit. Seeks clinical input when appropriate. Creates a professional and positive first impression for patients and referring physicians. Demonstrates good judgment and common sense. Advanced New Patient Scheduling and Coordination 20 % Secures outside medical records, CD’s of scans and pathology slides; reviewing them for completeness; and making a determination as to which physician can best evaluate the patient. Understands and is able to prioritize new patient scheduling based on diagnosis and current treatment status to ensure complex patients are scheduled according to practice priorities (e.g. someone newly diagnosed with Stage IV colorectal cancer is seen within the week vs. a second opinion currently receiving treatment is seen within 3 weeks). Informs patients about possible treatment scheduling options, clinical trials and screening is coordinated with appropriate research personnel and the appropriate physician. As indicated upon screening, if the patient would benefit from a consultation with other clinical disciplines consults with the appropriate department and will work to coordinate care, to optimize schedules, and expedite services. At new patient visits, as appropriate meets with patient after the visit to explain how care is coordinated with possible clinical trials, testing, surgical procedures and care within other departments (e.g. general surgery, cardiology) and with other external providers. Surgery Scheduling 3 % Coordinates scheduling of all outpatient and inpatient surgeries for the surgical practice. Ensures that all surgical procedures are scheduled within a clinically appropriate time frame. Interfaces with patients, physicians and hospital staff to ensure adequate communication regarding all aspects of surgical services. Interacts with clinical and academic staff to coordinate surgical activities with physician’s other responsibilities. Processes complex hospital admission forms, schedules pre-surgical tests and appointments, and secures all necessary resources and equipment for surgery. Manages complex scheduling coordination related to securing OR time outside of designated block time in the operating rooms. Works to maximize both OR and surgical robots utilization as well as complex joint cases with one or more additional surgeons or other services. Advanced Surgery Scheduling 0 % Coordinates pre-operative anesthesia appointments with other testing, authorization coding and scheduling the surgery in Op-Time. Additionally many cases require complex admission, discharge and planning coordination involving hospital reservations and authorizations related to study patients on protocol, transfers from outside hospitals and post transfer urgent authorizations and surgical planning. Works with patients and staff to confirm availability and accuracy of medical information within APeX and to ensure compliance with all hospital policies and procedures. Secures authorization for surgical procedures and coordinates with Hospital Admissions Department as needed. Communicates with the surgeon post-surgery to confirm if any additional surgical procedure was performed and if so to follow up with the insurance company immediately to amend the authorization. Acts as primary liaison to procedure billing team to coordinate updated authorizations and or TARs for mid procedure changes or additions. Ensures compliance with Medical Center bylaws and Regulations ensuring the diagnosis is confirmed before treatment is offered through formal review of any and all outside studies and pathology. The coordinator is the sole person to ensure appropriate and timely communication and documentation with the patient and the physician. Successfully interacts with patients to secure surgical consent for cosmetic services. This includes identification of cases, cosmetic price guidelines, quote prices and coordinate payment. Analyze the pricing structure to ensure that the prices remain competitive and are updated as needed. This position is expected to represent UCSF Medical Center’s objective to grow elective cosmetic services by providing sophisticated customer service and sales Arranging post-surgical appointments and testing, which may or may not include Home Care, Physical Therapy, starting paperwork for durable medical equipment and following up on all other paper work, i.e. Workers Compensation as necessary Revenue Cycle 3 % Performs cash collection and depositing functions as assigned, complying with all established policies and procedures. Communicates Medical Center administrative and financial policies clearly to patients, answering patient account questions and knowing when to refer patients to financial counseling, billing agents, patient relations or other support departments for additional help. Obtains and documents insurance authorizations for established patient visits, referrals and procedures or ancillary services. Communicates clinical information from medical records authorization requests to insurance companies. Demonstrates competency working with CPT codes and ICD-9 and ICD-10 for the purpose of scheduling and securing authorization. Works with patients and staff to confirm availability and accuracy of medical information within APeX and to ensure compliance with all hospital policies and procedures. Moderate Complex Revenue Cycle 0 % Monitors provider(s) open charts and encounters and works with providers to complete encounter documentation in a timely manner to support revenue cycle workflow. May assist provider with instructions on how to close encounters opened in error. Works RFI work queues to secure information for accurate billing submissions or to respond to denials such as retro authorizations, clinical documentation, and addended authorizations with add on CPT codes. Secures authorization for procedures, specialty visits and ancillary testing and coordinates with Hospital Admissions Department as needed. Provide assistance with complex DME authorizations that often require precise documentation in specific formats to receive approval Provide assistance with medication authorization for new medications and refills. Advanced Revenue Cycle 0 % Secures complex insurance authorizations for services, medications, or testing and is able to track the authorizations for renewal based on insurance company driven limits of time frames or numbers of visits or services. Has demonstrated competency working with HCPC codes and is able to look up and locate the appropriate codes for the purpose of requesting authorization (e.g. J codes for medications like chemotherapy). Understands how to identify and interpret a patient’s insurance benefit package, including pharmacy and mental health carve outs. Utilizes this information to direct authorization requests and to coordinate these services for patients. Reviews & analyses monthly denial reports for both professional and hospital billing. Initiatives retro authorizations from denial report. Identifies trends in denials and works with practice team and supervisors to develop and implement improved workflows to minimize denials. Compiles & analyzes data for reports to track basic revenue cycle measurements such as charges, payments, visit volume, etc. and creates reports in Microsoft Excel. Oversees and coaches staff on complex authorization requests as they arise. Address patient complaints from patients regarding billing and complaints related to billing that come out of Patient Relations. Through reporting track patterns of billing complaints and identify patterns which can be addressed with coaching and education of staff and providers. Understands the concept of managed care and is knowledgeable about the resources available to the staff in regards to knowing the specific requirements of individual managed care plans. Assists patients to understand the concept of managed care. Reviews all upcoming visits to determine patient eligibility and assists with transitioning patients who are no longer eligible to new primary care practices through collaboration with the practice Social Worker and clinical teams. Department resource for insurance questions and insurance updates, including having reserved time on the staff agenda to review updates with administrative team, include important updates in the practice newsletter including drafting newsletter announcements As practice Super User will produce reports and review with staff cash collection barriers to improve cash collection rates for the practice. Check in / Front Desk: 0 % Greets and welcomes patients making eye contact and utilizing AIDET standards. Determines a patient’s co-pay obligation and collects it at the time of the visit; may also collect payments on patient accounts. Gives priority to the timely registration of patients on check-in and is aware of the necessity of maintaining practice flow, paying careful attention to the performance improvement initiatives to reduce delays. Communicates with patients in a confidential professional manner using tact and diplomacy. Monitors and maintains the reception area, making sure it is tidy and there is adequate availability of reading and educational materials. Ensures that the temperature of the reception area is comfortable and that there is adequate and appropriate seating for all patients. Observes the waiting area and performs customer service intervention when patients have been waiting a long time or are not receiving adequate service Assists patients with use of Kiosk and actively works to promote Kiosk utilization Advanced Check in/ Front Desk: 0 % Responsible for front end office responsibilities to include but not limited to functions ranging from registration and front desk duties, referral processing, authorization coordination and review, cash deposits, DME oversight and scheduling functions. S/he will also act as a Care Support Assistant for the Delivery System Reform Incentive Payment (DSRIP) funded clinical team. Develops and analyzes front desk productivity reports in partnership with the management team to improve co-pay collection rates and accurate payer plan capture. Identifies opportunities for productivity improvement and assists management team with staff coaching and workflow enhancement. Is primarily responsible for representing the clerical team as the public face and works closely with the administrative and management teams to support practice operations and customer service recovery and intervention efforts. S/he provides support to all functions of the administrative teams to include: message boards, referrals, Apex in-baskets, scanning and filing. Cadence Template Builder 0 % Able to create Cadence schedule templates for providers Understands how template construction effects access and works to ensure templates is user friendly and help promote consistent clinic access. Able to generate reschedule reports in Cadence and work with other members of administrative team to ensure patients are rescheduled in a timely manner to avoid customer service problems. Administrative and Patient Care Coordination Responsibilities 5 % Schedules established patient appointments using Apex and its related components. Understands the distinction of each medical practice and how care is delivered in each setting. Coordinates appointments with multiple providers as required. Discusses practice policies and procedures with patients and referring physicians. Answers questions about provider schedules and acts as a resource to other medical center practices and ancillary service administrative staff. Has a keen awareness of the need to provide prompt and convenient appointment access to patients. Adheres to the provider productivity standards as established in APEX templates for the practice and schedules appointments with the appropriate appointment type. Utilizes legacy systems and Apex to retrieve pertinent patient data. Follows practice procedure for follow-up of missed appointments. Covers Apex in-baskets and phone messages when other members of the team are absent. Demonstrates an ability to adjust priorities as required for smooth operation of the practice and notifies the clinical staff. Provides administrative support to providers in coordination of patient care (i.e. sending patient letters, educational materials, results of lab tests, etc.) Schedules procedures and tests providing appropriate instructions to patients. Collaborates with clinical staff in problem-solving patient needs and requests for same day appointments and other appointments requiring care coordination. Works together with the clinical staff in the processing and follow-through of urgent patient needs. Demonstrates courtesy and overt helpfulness in all interactions. Collaborates with Practice Supervisor and Administrative Director in the resolution of patient complaints. Assists in maintaining current filing and scanning. Moderate Complex Administrative and Patient Care Coordination Responsibilities 5 % Must have an understanding of multiple clinical symptoms and their associated escalation level with a common sense approach for when it is appropriate to escalate or take action to speed along a process within the practice or to obtain immediate clinical intervention. Advanced customer service skills in working with and providing exceptional customer service to patients who are medication dependent and may exhibit challenging behaviors. This includes understanding how to deescalate a difficult encounter and also when to seek additional support from leadership and to protect the safety of the work environment. Advanced Administrative and Patient Care Coordination Responsibilities 33 % Acts as liaison with Concierge Services. Expedites requested services. Coordinates complex patient care coordination activities. Arranging appointments and testing, which may or may not include Tumor block genetic testing, Home Care, Physical Therapy, starting paperwork for durable medical equipment or disability paperwork and following up on all other paper work, i.e. Workers Compensation as necessary. Keeps track of patients who have parallel pathways for their medical care and works with clinical providers to take steps at critical points along the continuum. May create and maintain APeX patient lists or Excel Spreadsheets for tracking purposes. For example, patients receiving neoadjavent chemotherapy who will be scheduled for surgery once their tumor has shrunk and must be evaluated by the MD after cycle 3 of their chemotherapy regimen. The PA IV will need to keep track of the patient and schedule a timely appointment with the surgeon and the medical oncologist to coordinate planning for surgery scheduling. Is skilled and able to book Radiology appointments directly into Radiology scheduling software while ensuring accuracy of exam types, location specifications and insurance restrictions. Identify referral problems; report out to management team with suggested solutions. Develop and review reports related to referral management, tracking and updating management team with ongoing outgoing and incoming referral issues as they arise. Oversight with maintaining Open Access schedules in order to meet the Patient-Centered Medical Home (PCMH) standards (could include Direct Access scheduling into the generic job template) APeX and IT Specific Skills 3 % Performs the following APEX specific Patient Care Coordinator (PCC) functions as appropriate to completion of APeX PCC training and job duties: Enter new incoming referrals entering authorization information as appropriate Creating, updating and closing telephone encounters Open, document within, route and close telephone encounters. Able to accurately utilize documentation steps when leaving a telephone encounter open pending further communications with the caller. Able to utilize smart text logic to document patient phone screening as associated with complex appointment scheduling. Works applicable APeX workqueues to address patient care and service matters Create and send administrative communications via MyChart Create SmartPhrase templates associated with administrative functions Create and route patient letters associated with administrative matters Perform enter/edit outside test results following established workflow and steps Open, document within, route and close telephone encounters. Able to accurately utilize documentation steps with leaving a telephone encounter open pendingfurther communications with the caller. Able to utilize smart text logic to document patient phone screening as associated with complex appointment scheduling. Works applicable APeX workqueues to address patient care and service matters Encourage use of the check in kiosk and trouble shoot technical or customer service issues Moderate Complex APeX and IT Specific Skills 2 % Modify order class of labs from lab collection vs. clinic collection or UCSF Collect vs.External Collect. Perform advanced appointment scheduling using complex scheduling protocols from a variety of ancillary and subspecialty services some of which will require authorization. Support Patient-Centered Medical Home, Standard 1 guidelines that require patients have daily available appointment access to the practice and if no appointments are available coordinate them at another site or within Adult or Pediatric Urgent Care. Phone Bank 5 % Responds to telephone calls from patients seeking medical care at UCSF Medical Center. Utilizes the EPIC Appointment Scheduling System (Cadence) to schedule patient appointments in accordance with practice policy. Documents call information in the EPIC telephone encounters in a concise, accurate manner. Responds to patient’s online Web appointment requests for patients utilizing the online appointment system. Utilizes Phone Bank protocols to determine when to involve a clinician on a call due to urgent or emergent symptomatology. General Performance 2 % As assigned, pulls and prepares charts prior to patient appointment following established practice criteria. Files all patient related information, tracks incoming slides, films and reports as required by practice; returns materials to referring physicians in a timely manner utilizing tracking systems. Scans and imports patient records and documents in APeX system following established guidelines and policies. Upholds UCSF Medical Center policy regarding the maintenance and confidentiality of medical records and other patient information. Maintains and adheres to patient confidentiality and HIPAA guidelines including the distribution of NOPPs (Notice of Privacy Practices). Participates in team building by actively contributing during meetings and with staff and providers in discussion of all practice activities. Attends training classes provided by Medical Center, Billing Agent, and others as necessary. Bring information back to practice and use on the job. Works with supervisor and co-workers to ensure that the practice responds comprehensively to patient care needs through improved procedures and administrative systems. Is an active participant in performance improvement projects and customer service initiatives. Complies with all Medical Center and Ambulatory Services procedures for infection control, safety, administrative and clinical practice. Complies with activities mandated by Joint Commission, Title 22. As assigned, fills in for other co-workers to help address work load problems and cover vacation or sick leave openings. Moderate Complex General Performance 3 % Maintains provider calendars When working in a primary care practice, assists with the delivery and maintenance of a high standard of patient care using the Patient Centered Medical Home model which emphasizes the care of the “whole patient” which includes in-reach, outreach and intensive follow up on referrals. When working within the primary care environment acts as the coordinator for all of patient’s needs such as forms (ie. work release, disability, immunization records, etc.) and is principally responsible for the continuity of care for patients which includes a significant amount of support for patients at the time of the visit and between visits. Provides 1:1 and team training for new hires and new initiatives and procedures Advanced General Performance 0 % Facilitates Float coverage as needed for practice (e.g. when float is assigned, work with float to ensure successful coverage of work) Serves on and contributes documentation to the Patient Centered Medical Home application workgroup Environmental Responsibilities: 1 % Reports any malfunctioning of equipment. Complies with recommendations made by ergonomic specialists to avoid workplace injury Complies with infection control policies related (e.g. does not eat at the front desk or in patient care areas) Moderate Complex Environmental Responsibilities 0 % Serves as practice deputy for life / safety activities helps lead drills Customer Service Outreach 4 % Deals directly with patients either by telephone, electronically or face to face while consistently following EVERYDAY PRIDE principles in verbal and written communications Responds promptly and courteously to internal and external inquiries. Stays logged into appropriate APeX Pools and In Baskets. Handles front line patient complaints with the support of the Practice Supervisor / Administrative Director Supports all performance improvement initiatives as outlined by the Medical Center leadership through active participation and initiation Obtains and evaluates all relevant information to handle inquiries and complaints S/he is a strong team player, has a dedicated work ethic, and is willing to learn and adapt to new tasks when asked. S/he is comfortable building rapport with patients quickly and is able to work effectively with and without supervision and remain calm and friendly in all interactions with patients Notifies providers of patient delays and service issues. Acts and advocate for patients to help facilitate provider punctuality in seeing patients according to schedule. Communicates provider delays with front office team and makes regular announcements to waiting room as needed when delays are over 30 minutes. Offers suggestions for change or improvement in clinic/practice operations. S/he leads by example in the areas professional appearance, demeanor and body language, making eye contact with patients and internal customers, exhibits a friendly demeanor to put patients at ease. Seeks opportunities to improve patient convenience. Utilizes service recovery amenities as appropriate. Contributes to the development of a patient-focused environment. Lead role duties 1 %: Addresses and resolves escalated issues of day to day operations (e.g. customer service, provider complaints, cross departmental communication or coordination problems, etc.) Serves as a liaison to management to advise on, take lead action on, and provide direction on process improvements initiatives Acts as a primary resource for one or more designated functions in the department (e.g., APeX Super User) Provides feedback related to staff performance Supports staff through orientation, training and oversight. Will attend monthly organization meetings/trainings to enhance SuperUser role within the practice. Is a team player who works closely with others and who is flexible in dealing with the changing priorities. Is a self-reliant individual who synthesizes his/her knowledge of practice operations in order to problem-solve, prioritize and facilitate complex transactions in the course of his/her daily activities. Living Pride Standards Service Excellence Demonstrates service excellence by following the Everyday PRIDE Guide with the UCSF Medical Center standards and expectations for communication and behavior. These standards and expectations convey specific behavior associated with the Medical Center’s values: Professionalism, Respect, Integrity, Diversity and Excellence, and provide guidance on how we communicate with patients, visitors, faculty, staff, and students, virtually everyone, every day and with every encounter. These standards include, but are not limited to: personal appearance, acknowledging and greeting all patients and families, introductions using AIDET, managing up, service recovery, managing delays and expectations, phone standards, electronic communication, team work, cultural sensitivity and competency. Uses effective communication skills with patients and staff; demonstrates proper telephone techniques and etiquette; acts as an escort to any patient or family member needing directions; shows sensitivity to differences of culture; demonstrates a positive and supportive manner in which patients / families/ colleagues perceive interactions as positive and supportive. Exhibits team work skills to positively acknowledge and recognize other colleagues, and uses personal experiences to model and teach Living PRIDE standards. Exhibits tact and professionalism in difficult situations according to PRIDE Values and Practices Demonstrates an understanding of and adheres to privacy, confidentiality, and security policies and procedures related to Protected Health Information (PHI) or other sensitive and personal information. Demonstrates an understanding of and adheres to safety and infection control policies and procedures. Assumes accountability for improving quality metrics associated with department/unit and meeting organizational/departmental targets. Work Environment Keeps working areas neat, orderly and clutter-free, including the hallways. Adheres to cleaning processes and puts things back where they belong. Removes and reports broken equipment and furniture. Picks up and disposes of any litter found throughout entire facility. Posts flyers and posters in designated areas only; does not post on walls, doors or windows. Knows where the Environment of Care Manual is kept in department; corrects or reports unsafe conditions to the appropriate departments. Protects the physical environment and equipment from damage and theft. OTHER FUNCTIONS AND RESPONSIBILITIES Demonstrates innovation and flexibility regarding the modification of tasks or workflows within assigned duties and job functions Perform other duties as assigned Other clerical duties as assigned. Qualifications QUALIFICATIONS REQUIRED High School graduate or equivalent with four years related experience; or college degree and 6 months related experience; or equivalent combination of education and experience. Successfully passes fingerprinting protocol and is approved to be a cash collector if applicable. Strong computer skills, including basic keyboarding skills, and experience with at least two Officetype software programs (i.e., Outlook, Word and Excel). Proven ability to navigate through multiple patient records systems. Able to sit at a computer terminal with telephone headphones for extended period of time. Ability to analyze situations, prioritizes, and develops solutions and makes recommendations. Ability to work with minimal supervision Ability to use good judgment and work independently, at times under the pressure of deadlines Ability to access situations prioritizes workload, develop solutions and make recommendations. Excellent customer service and communication/interpersonal skills, both over the telephone and directly. Able to sit at a computer terminal with telephone headphones for extended periods of time. Basic math skills required. Proven ability to deal with a wide variety of individuals; Ability to deal sensitively and effectively with patients. Excellent organizational and problem-solving skills. Strong writing skills to include the ability to compose, edit, and proof a wide variety of documents. Demonstrated administrative/office coordination skills. · Demonstrated knowledge of medical practice terminology. Within six months of start date, based upon completion of training, the Supervisor, completes the proficiency checklist with the employee. This includes the following areas if applicable Referrals (Incoming referral entry) and handling all referral WQs Schedule surgeries Work applicable work queues Enter/edit outside test results Messaging (CRM) if applicable 2nd calls in CRM if applicable Telephone encounters My open encounter Staff message New message Route Patient advice request to providers (My Chart) Patient Schedule (My Chart) Letters Pools Patient look up Check in process Check out process Comment field Quick note Scanning Preferred Qualifications: Demonstrated experience in health care (may include medical, dental or veterinary) in the following areas: patient scheduling, insurance verification, medical record data abstraction, or patient financial services. Prior experience with appointment, ancillary service or surgical scheduling or a combination of all three. Prior experience with EPIC. Required Licenses/Certifications: N/A POPULATIONS SERVED Adult and Geriatric. There are a small number of Infant, Child and Adolescent cases. Company About UCSF The University of California, San Francisco (UCSF) is a leading university dedicated to promoting health worldwide through advanced biomedical research, graduate-level education in the life sciences and health professions, and excellence in patient care. It is the only campus in the 10-campus UC system dedicated exclusively to the health sciences. We bring together the world’s leading experts in nearly every area of health. We are home to five Nobel laureates who have advanced the understanding of cancer, neurodegenerative diseases, aging and stem cells. Pride Values UCSF is a diverse community made of people with many skills and talents. We seek candidates whose work experience or community service has prepared them to contribute to our commitment to professionalism, respect, integrity, diversity and excellence – also known as our PRIDE values . In addition to our PRIDE values, UCSF is committed to equity – both in how we deliver care as well as our workforce. We are committed to building a broadly diverse community, nurturing a culture that is welcoming and supportive, and engaging diverse ideas for the provision of culturally competent education, discovery, and patient care. Additional information about UCSF is available here . Join us to find a rewarding career contributing to improving healthcare worldwide. Equal Employment Opportunity The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law. Salary Information The final salary and offer components are subject to additional approvals based on UC policy. Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement. To learn more about the benefits of working at UCSF, including total compensation, please visit: https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html |
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| Source URL | https://iazuqy.fa.ocs.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/2048 |
| Apply URL | https://iazuqy.fa.ocs.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/2048 |
| First Seen At | 2026-06-06 11:18:11Z |
| Last Seen At | 2026-06-06 19:36:14Z |
| Last Checked At | 2026-06-06 19:36:14Z |
| Last Changed At | 2026-06-06 11:18:11Z |
| Inactive At | — |
| Source Posted At | 2026-06-05 00:00:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=oracle_hcm/board=iazuqy.fa.ocs.oraclecloud.com|CX_1/date=2026-06-06/2026-06-06T19-34-57-721Z-59ddc5abcdf6a871a8f8be65341758988893a47757f1c9e6ac5fa33dd96c8fbc.json |
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"ExternalDescriptionStr": "<p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">As a patient-focused organization, UCSF Health exists to enhance the health and well-being of people through patient care, research and education. Success in this mission requires a culture of collaboration, excellence, leadership, and respect. UCSF Health seeks faculty and staff that are committed to the values of professionalism, respect, integrity, diversity, and excellence that are integral to our mission.</span></span></p><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">The Practice Coordinator 3 is primarily responsible for representing the administrative team as the public face of the Practice and works closely with the administrative, clinical and management teams to support practice operations and customer service recovery and intervention efforts. S/he provides support to all functions of the administrative teams including but not limited to: CRM messages, telephone encounters, referrals, APeX in-baskets, scanning, scheduling, filing, authorizations, and billing.</span></span></p><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">The PC 3 is responsible for the maintenance of all routine clerical operations and communications. S/he adheres to the UCSF House and Telephone Standards and is sensitive to the needs of patients, staff and providers at all times. The PC 3 is a team player who works closely with others and who is flexible in dealing with the changing priorities. S/he is a self-reliant individual who synthesizes his/her knowledge of practice operations in order to problem-solve, prioritize and facilitate complex transactions in the course of his/her daily activities.</span></span></p><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">This position makes a difference for patients in an outpatient care unit by providing excellent customer service, facilitating and ensuring the accuracy of the information flow between medical, hospital staff and departments to maximize unit efficiency. The PC 3 is required to work at any UCSF campus as needed and scheduled.</span></span></p><p> </p><p> </p><p> </p>",
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"CorporateDescriptionStr": "<div>\n <b>About UCSF</b>\n</div>\n<div>\n <br>\n</div>\n<div>\n The University of California, San Francisco (UCSF) is a leading university dedicated to promoting health worldwide through advanced biomedical research, graduate-level education in the life sciences and health professions, and excellence in patient care. It is the only campus in the 10-campus UC system dedicated exclusively to the health sciences. We bring together the world’s leading experts in nearly every area of health. We are home to five Nobel laureates who have advanced the understanding of cancer, neurodegenerative diseases, aging and stem cells.\n</div>\n<div>\n <br>\n</div>\n<div>\n <b>Pride Values</b>\n</div>\n<div>\n <br>\n</div>\n<div>\n UCSF is a diverse community made of people with many skills and talents. We seek candidates whose work experience or community service has prepared them to contribute to our commitment to professionalism, respect, integrity, diversity and excellence – also known as <a href=\"https://www.ucsf.edu/about/mission-and-values\" target=\"_blank\" rel=\"nofollow\">our PRIDE values</a>.\n</div>\n<div>\n <br>\n</div>\n<div>\n In addition to our PRIDE values, UCSF is committed to equity – both in how we deliver care as well as our workforce. We are committed to building a broadly diverse community, nurturing a culture that is welcoming and supportive, and engaging diverse ideas for the provision of culturally competent education, discovery, and patient care. Additional information about UCSF is available <a href=\"https://diversity.ucsf.edu/\" target=\"_blank\" rel=\"nofollow\">here</a>.\n</div>\n<div>\n <br>\n</div>\n<div>\n Join us to find a rewarding career contributing to improving healthcare worldwide.\n</div>\n<div>\n <b><br></b>\n</div>\n<div>\n <b>Equal Employment Opportunity</b>\n</div>\n<div>\n <br>\n</div>\n<div>\n <i>The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.</i>\n</div>\n<div>\n <i><br></i>\n</div>\n<div>\n <div>\n <b>Salary Information</b>\n </div>\n <div>\n <br>\n </div>\n <div>\n The final salary and offer components are subject to additional approvals based on UC policy.\n </div>\n <div>\n <br>\n </div>\n <div>\n Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement.\n </div>\n <div>\n <br>\n </div>\n <div>\n To learn more about the benefits of working at UCSF, including total compensation, please visit: <a href=\"https://nam10.safelinks.protection.outlook.com/?url=https%3A%2F%2Furldefense.com%2Fv3%2F__https%3A%2Fucnet.universityofcalifornia.edu%2Fcompensation-and-benefits%2Findex.html__%3B!!LQC6Cpwp!uPLWUNVR0rFXMaSxiegp2raBmrA8C98l3-u68X5cON0um3OJMU_XUivT5BcOsGRYxtGPmgcRECZCCPoE3BWZz30_aN1A%24&data=05%7C02%7Ckellestad%40deloitte.com%7C09196a31acf74487ae9208de8b4b632a%7C36da45f1dd2c4d1faf135abe46b99921%7C0%7C0%7C639101353128138525%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=YCGJ3ybBxqEKRAZBHus2KaGkepN2dmG3pACwRBxDLng%3D&reserved=0\" target=\"_blank\" rel=\"nofollow\">https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html</a>\n </div>\n <div style=\"font-style:italic\">\n <br>\n </div>\n</div>",
"ExternalPostedStartDate": null,
"ExternalQualificationsStr": "<p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>QUALIFICATIONS</strong></span></span></p><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>REQUIRED</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">High School graduate or equivalent with four years related experience; or college degree and 6 months related experience; or equivalent combination of education and experience.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Successfully passes fingerprinting protocol and is approved to be a cash collector if applicable.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Strong computer skills, including basic keyboarding skills, and experience with at least two Officetype software programs (i.e., Outlook, Word and Excel). Proven ability to navigate through multiple patient records systems. Able to sit at a computer terminal with telephone headphones for extended period of time.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Ability to analyze situations, prioritizes, and develops solutions and makes recommendations.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Ability to work with minimal supervision</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Ability to use good judgment and work independently, at times under the pressure of deadlines</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Ability to access situations prioritizes workload, develop solutions and make recommendations.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Excellent customer service and communication/interpersonal skills, both over the telephone and directly.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Able to sit at a computer terminal with telephone headphones for extended periods of time.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Basic math skills required.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Proven ability to deal with a wide variety of individuals;</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Ability to deal sensitively and effectively with patients.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Excellent organizational and problem-solving skills.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Strong writing skills to include the ability to compose, edit, and proof a wide variety of documents.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrated administrative/office coordination skills. · Demonstrated knowledge of medical practice terminology.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Within six months of start date, based upon completion of training, the Supervisor, completes the proficiency checklist with the employee. This includes the following areas if applicable</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Referrals (Incoming referral entry) and handling all referral WQs</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Schedule surgeries</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Work applicable work queues</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Enter/edit outside test results</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Messaging (CRM) if applicable</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">2nd calls in CRM if applicable</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Telephone encounters</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">My open encounter</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Staff message</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">New message</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Route Patient advice request to providers (My Chart)</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Patient Schedule (My Chart)</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Letters</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Pools</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Patient look up</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Check in process</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Check out process</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Comment field</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Quick note</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Scanning</span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Preferred Qualifications:</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrated experience in health care (may include medical, dental or veterinary) in the following areas: patient scheduling, insurance verification, medical record data abstraction, or patient financial services.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Prior experience with appointment, ancillary service or surgical scheduling or a combination of all three.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Prior experience with EPIC.</span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Required Licenses/Certifications:</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">N/A</span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>POPULATIONS SERVED</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Adult and Geriatric. There are a small number of Infant, Child and Adolescent cases.</span></span></li></ul><p> </p>",
"InternalQualificationsStr": "<p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>QUALIFICATIONS</strong></span></span></p><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>REQUIRED</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">High School graduate or equivalent with four years related experience; or college degree and 6 months related experience; or equivalent combination of education and experience.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Successfully passes fingerprinting protocol and is approved to be a cash collector if applicable.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Strong computer skills, including basic keyboarding skills, and experience with at least two Officetype software programs (i.e., Outlook, Word and Excel). Proven ability to navigate through multiple patient records systems. Able to sit at a computer terminal with telephone headphones for extended period of time.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Ability to analyze situations, prioritizes, and develops solutions and makes recommendations.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Ability to work with minimal supervision</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Ability to use good judgment and work independently, at times under the pressure of deadlines</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Ability to access situations prioritizes workload, develop solutions and make recommendations.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Excellent customer service and communication/interpersonal skills, both over the telephone and directly.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Able to sit at a computer terminal with telephone headphones for extended periods of time.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Basic math skills required.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Proven ability to deal with a wide variety of individuals;</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Ability to deal sensitively and effectively with patients.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Excellent organizational and problem-solving skills.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Strong writing skills to include the ability to compose, edit, and proof a wide variety of documents.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrated administrative/office coordination skills. · Demonstrated knowledge of medical practice terminology.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Within six months of start date, based upon completion of training, the Supervisor, completes the proficiency checklist with the employee. This includes the following areas if applicable</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Referrals (Incoming referral entry) and handling all referral WQs</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Schedule surgeries</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Work applicable work queues</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Enter/edit outside test results</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Messaging (CRM) if applicable</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">2nd calls in CRM if applicable</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Telephone encounters</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">My open encounter</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Staff message</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">New message</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Route Patient advice request to providers (My Chart)</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Patient Schedule (My Chart)</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Letters</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Pools</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Patient look up</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Check in process</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Check out process</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Comment field</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Quick note</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Scanning</span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Preferred Qualifications:</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrated experience in health care (may include medical, dental or veterinary) in the following areas: patient scheduling, insurance verification, medical record data abstraction, or patient financial services.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Prior experience with appointment, ancillary service or surgical scheduling or a combination of all three.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Prior experience with EPIC.</span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Required Licenses/Certifications:</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">N/A</span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>POPULATIONS SERVED</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Adult and Geriatric. There are a small number of Infant, Child and Adolescent cases.</span></span></li></ul><p> </p>",
"OrganizationDescriptionStr": "",
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{
"Latitude": "37.83717",
"Longitude": "-122.30173",
"CountryCode": "US",
"GeographyId": 100000008374757,
"GeographyNodeId": 100000129729263
}
],
"ExternalResponsibilitiesStr": "<p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>DUTIES & ESSENTIAL JOB FUNCTIONS</strong></span></span></p><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>New Patient Scheduling and Processing 10 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">On a daily basis reviews and works referral workqueues documenting activities within the referral record. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Acts as the primary contact for referring physicians and new patients </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">If practice utilizes a mirror system for external referrals, such as an electronic log, maintains electronic log but also creates referral record for accurate tracking and documenting of external referrals. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Assigns new patients to providers as required, taking into account scheduling issues. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Schedules and registers patients by telephone or in person before first appointment meeting established accuracy and performance standards. Completes appropriate practice intake paperwork and follows established practice guidelines to ensure new patients are seen within prescribed timelines. Communicates any problems with the schedule with supervisor. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Collects and verifies insurance and referral/authorization information for first appointment</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">ensuring referral records and Hospital Accounts Records (HARS) are created and assigned to the appointment. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Schedules and coordinates any pre-appointment tests or appointments. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Explains first appointment procedures in layman’s terminology to patient including</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">required records, pathology slides and radiology films to bring or send prior to the first</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">visit; prepares and mails New Patient Packet or sends through MyChart; provides other</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">information requested by patient. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Gives directions and instructions to patients before the first appointment. Manages patient</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">expectations by providing practice-specific guidelines related to service/visit. Seeks clinical input when appropriate. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Creates a professional and positive first impression for patients and referring physicians.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrates good judgment and common sense. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Advanced New Patient Scheduling and Coordination 20 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Secures outside medical records, CD’s of scans and pathology slides; reviewing them for</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">completeness; and making a determination as to which physician can best evaluate the patient.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Understands and is able to prioritize new patient scheduling based on diagnosis and current</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">treatment status to ensure complex patients are scheduled according to practice priorities (e.g. someone newly diagnosed with Stage IV colorectal cancer is seen within the week vs. a second opinion currently receiving treatment is seen within 3 weeks). </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Informs patients about possible treatment scheduling options, clinical trials and screening is coordinated with appropriate research personnel and the appropriate physician. As indicated upon screening, if the patient would benefit from a consultation with other clinical disciplines consults with the appropriate department and will work to coordinate care, to optimize schedules, and expedite services.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">At new patient visits, as appropriate meets with patient after the visit to explain how care is</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">coordinated with possible clinical trials, testing, surgical procedures and care within other</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">departments (e.g. general surgery, cardiology) and with other external providers. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Surgery Scheduling 3 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Coordinates scheduling of all outpatient and inpatient surgeries for the surgical practice. Ensures that all surgical procedures are scheduled within a clinically appropriate time frame. Interfaces with patients, physicians and hospital staff to ensure adequate communication regarding all aspects of surgical services. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Interacts with clinical and academic staff to coordinate surgical activities with physician’s other responsibilities. Processes complex hospital admission forms, schedules pre-surgical tests and appointments, and secures all necessary resources and equipment for surgery. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Manages complex scheduling coordination related to securing OR time outside of designated block time in the operating rooms. Works to maximize both OR and surgical robots utilization as well as complex joint cases with one or more additional surgeons or other services. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Advanced Surgery Scheduling 0 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Coordinates pre-operative anesthesia appointments with other testing, authorization coding and scheduling the surgery in Op-Time. Additionally many cases require complex admission, discharge and planning coordination involving hospital reservations and authorizations related to study patients on protocol, transfers from outside hospitals and post transfer urgent authorizations and surgical planning. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Works with patients and staff to confirm availability and accuracy of medical information within APeX and to ensure compliance with all hospital policies and procedures. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Secures authorization for surgical procedures and coordinates with Hospital Admissions Department as needed. Communicates with the surgeon post-surgery to confirm if any additional surgical procedure was performed and if so to follow up with the insurance company immediately to amend the authorization. Acts as primary liaison to procedure billing team to coordinate updated authorizations and or TARs for mid procedure changes or additions. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Ensures compliance with Medical Center bylaws and Regulations ensuring the diagnosis is confirmed before treatment is offered through formal review of any and all outside studies and pathology. The coordinator is the sole person to ensure appropriate and timely communication and documentation with the patient and the physician. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Successfully interacts with patients to secure surgical consent for cosmetic services. This includes identification of cases, cosmetic price guidelines, quote prices and coordinate payment. Analyze the pricing structure to ensure that the prices remain competitive and are updated as needed. This position is expected to represent UCSF Medical Center’s objective to grow elective cosmetic services by providing sophisticated customer service and sales </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Arranging post-surgical appointments and testing, which may or may not include Home Care, Physical Therapy, starting paperwork for durable medical equipment and following up on all other paper work, i.e. Workers Compensation as necessary </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Revenue Cycle 3 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Performs cash collection and depositing functions as assigned, complying with all established policies and procedures. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Communicates Medical Center administrative and financial policies clearly to patients, answering patient account questions and knowing when to refer patients to financial counseling, billing agents, patient relations or other support departments for additional help. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Obtains and documents insurance authorizations for established patient visits, referrals and procedures or ancillary services. Communicates clinical information from medical records authorization requests to insurance companies.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrates competency working with CPT codes and ICD-9 and ICD-10 for the purpose of scheduling and securing authorization. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Works with patients and staff to confirm availability and accuracy of medical information</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">within APeX and to ensure compliance with all hospital policies and procedures. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Moderate Complex Revenue Cycle 0 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Monitors provider(s) open charts and encounters and works with providers to complete encounter documentation in a timely manner to support revenue cycle workflow. May assist provider with instructions on how to close encounters opened in error. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Works RFI work queues to secure information for accurate billing submissions or to respond to denials such as retro authorizations, clinical documentation, and addended authorizations with add on CPT codes. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Secures authorization for procedures, specialty visits and ancillary testing and coordinates</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">with Hospital Admissions Department as needed. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Provide assistance with complex DME authorizations that often require precise documentation in specific formats to receive approval </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Provide assistance with medication authorization for new medications and refills. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Advanced Revenue Cycle 0 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Secures complex insurance authorizations for services, medications, or testing and is able to track the authorizations for renewal based on insurance company driven limits of time frames or numbers of visits or services. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Has demonstrated competency working with HCPC codes and is able to look up and locate the appropriate codes for the purpose of requesting authorization (e.g. J codes for medications like chemotherapy). </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Understands how to identify and interpret a patient’s insurance benefit package, including pharmacy and mental health carve outs. Utilizes this information to direct authorization requests and to coordinate these services for patients. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Reviews & analyses monthly denial reports for both professional and hospital billing. Initiatives retro authorizations from denial report. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Identifies trends in denials and works with practice team and supervisors to develop and implement improved workflows to minimize denials. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Compiles & analyzes data for reports to track basic revenue cycle measurements such as charges, payments, visit volume, etc. and creates reports in Microsoft Excel. Oversees and coaches staff on complex authorization requests as they arise. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Address patient complaints from patients regarding billing and complaints related to billing that come out of Patient Relations. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Through reporting track patterns of billing complaints and identify patterns which can be addressed with coaching and education of staff and providers. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Understands the concept of managed care and is knowledgeable about the resources available to the staff in regards to knowing the specific requirements of individual managed care plans. Assists patients to understand the concept of managed care.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Reviews all upcoming visits to determine patient eligibility and assists with transitioning patients who are no longer eligible to new primary care practices through collaboration with the practice Social Worker and clinical teams. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Department resource for insurance questions and insurance updates, including having reserved time on the staff agenda to review updates with administrative team, include important updates in the practice newsletter including drafting newsletter announcements </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">As practice Super User will produce reports and review with staff cash collection barriers to improve cash collection rates for the practice. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Check in / Front Desk: 0 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Greets and welcomes patients making eye contact and utilizing AIDET standards. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Determines a patient’s co-pay obligation and collects it at the time of the visit; may also collect payments on patient accounts. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Gives priority to the timely registration of patients on check-in and is aware of the necessity of maintaining practice flow, paying careful attention to the performance improvement initiatives to reduce delays. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Communicates with patients in a confidential professional manner using tact and diplomacy. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Monitors and maintains the reception area, making sure it is tidy and there is adequate availability of reading and educational materials. Ensures that the temperature of the reception area is comfortable and that there is adequate and appropriate seating for all patients. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Observes the waiting area and performs customer service intervention when patients have been waiting a long time or are not receiving adequate service </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Assists patients with use of Kiosk and actively works to promote Kiosk utilization </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Advanced Check in/ Front Desk: 0 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Responsible for front end office responsibilities to include but not limited to functions ranging from registration and front desk duties, referral processing, authorization coordination and review, cash deposits, DME oversight and scheduling functions. S/he will also act as a Care Support Assistant for the Delivery System Reform Incentive Payment (DSRIP) funded clinical team. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Develops and analyzes front desk productivity reports in partnership with the management team to improve co-pay collection rates and accurate payer plan capture. Identifies opportunities for productivity improvement and assists management team with staff coaching and workflow enhancement.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Is primarily responsible for representing the clerical team as the public face and works closely with</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">the administrative and management teams to support practice operations and customer service</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">recovery and intervention efforts. S/he provides support to all functions of the administrative</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">teams to include: message boards, referrals, Apex in-baskets, scanning and filing. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Cadence Template Builder 0 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Able to create Cadence schedule templates for providers </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Understands how template construction effects access and works to ensure templates is user friendly and help promote consistent clinic access. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Able to generate reschedule reports in Cadence and work with other members of administrative team to ensure patients are rescheduled in a timely manner to avoid customer service problems. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Administrative and Patient Care Coordination Responsibilities 5 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Schedules established patient appointments using Apex and its related components. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Understands the distinction of each medical practice and how care is delivered in each setting. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Coordinates appointments with multiple providers as required. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Discusses practice policies and procedures with patients and referring physicians. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Answers questions about provider schedules and acts as a resource to other medical center practices and ancillary service administrative staff. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Has a keen awareness of the need to provide prompt and convenient appointment access to patients. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Adheres to the provider productivity standards as established in APEX templates for the practice and schedules appointments with the appropriate appointment type. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Utilizes legacy systems and Apex to retrieve pertinent patient data. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Follows practice procedure for follow-up of missed appointments. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Covers Apex in-baskets and phone messages when other members of the team are absent. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrates an ability to adjust priorities as required for smooth operation of the practice and notifies the clinical staff. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Provides administrative support to providers in coordination of patient care (i.e. sending patient letters, educational materials, results of lab tests, etc.) </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Schedules procedures and tests providing appropriate instructions to patients. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Collaborates with clinical staff in problem-solving patient needs and requests for same day appointments and other appointments requiring care coordination. Works together with the clinical staff in the processing and follow-through of urgent patient needs. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrates courtesy and overt helpfulness in all interactions. Collaborates with Practice Supervisor and Administrative Director in the resolution of patient complaints. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Assists in maintaining current filing and scanning.</span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Moderate Complex Administrative and Patient Care Coordination Responsibilities 5 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Must have an understanding of multiple clinical symptoms and their associated escalation level with a common sense approach for when it is appropriate to escalate or take action to speed along a process within the practice or to obtain immediate clinical intervention. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Advanced customer service skills in working with and providing exceptional customer service to patients who are medication dependent and may exhibit challenging behaviors. This includes understanding how to deescalate a difficult encounter and also when to seek additional support from leadership and to protect the safety of the work environment. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Advanced Administrative and Patient Care Coordination Responsibilities 33 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Acts as liaison with Concierge Services. Expedites requested services. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Coordinates complex patient care coordination activities. Arranging appointments and testing, which may or may not include Tumor block genetic testing, Home Care, Physical Therapy, starting paperwork for durable medical equipment or disability paperwork and following up on all other paper work, i.e. Workers Compensation as necessary. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Keeps track of patients who have parallel pathways for their medical care and works with clinical providers to take steps at critical points along the continuum. May create and maintain APeX patient lists or Excel Spreadsheets for tracking purposes. For example, patients receiving neoadjavent chemotherapy who will be scheduled for surgery once their tumor has shrunk and must be evaluated by the MD after cycle 3 of their chemotherapy regimen. The PA IV will need to keep track of the patient and schedule a timely appointment with the surgeon and the medical oncologist to coordinate planning for surgery scheduling. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Is skilled and able to book Radiology appointments directly into Radiology scheduling software while ensuring accuracy of exam types, location specifications and insurance restrictions. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Identify referral problems; report out to management team with suggested solutions. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Develop and review reports related to referral management, tracking and updating management team with ongoing outgoing and incoming referral issues as they arise. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Oversight with maintaining Open Access schedules in order to meet the Patient-Centered Medical Home (PCMH) standards (could include Direct Access scheduling into the generic job template) </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>APeX and IT Specific Skills 3 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Performs the following APEX specific Patient Care Coordinator (PCC) functions as appropriate to completion of APeX PCC training and job duties: </span></span><ul style=\"list-style-type: circle;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Enter new incoming referrals entering authorization information as appropriate</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Creating, updating and closing telephone encounters</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Open, document within, route and close telephone encounters. Able to accurately utilize documentation steps when leaving a telephone encounter open pending further communications with the caller. Able to utilize smart text logic to document patient phone screening as associated with complex appointment scheduling.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Works applicable APeX workqueues to address patient care and service matters </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Create and send administrative communications via MyChart</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Create SmartPhrase templates associated with administrative functions</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Create and route patient letters associated with administrative matters</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Perform enter/edit outside test results following established workflow and steps</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Open, document within, route and close telephone encounters. Able to accurately utilize documentation steps with leaving a telephone encounter open pendingfurther communications with the caller. Able to utilize smart text logic to document patient phone screening as associated with complex appointment scheduling.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Works applicable APeX workqueues to address patient care and service matters</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Encourage use of the check in kiosk and trouble shoot technical or customer service issues</span></span></li></ul></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Moderate Complex APeX and IT Specific Skills 2 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Modify order class of labs from lab collection vs. clinic collection or UCSF Collect vs.External Collect.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Perform advanced appointment scheduling using complex scheduling protocols from a variety of ancillary and subspecialty services some of which will require authorization.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Support Patient-Centered Medical Home, Standard 1 guidelines that require patients have daily available appointment access to the practice and if no appointments are available coordinate them at another site or within Adult or Pediatric Urgent Care.</span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Phone Bank 5 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Responds to telephone calls from patients seeking medical care at UCSF Medical Center. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Utilizes the EPIC Appointment Scheduling System (Cadence) to schedule patient appointments in accordance with practice policy. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Documents call information in the EPIC telephone encounters in a concise, accurate manner. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Responds to patient’s online Web appointment requests for patients utilizing the online appointment system. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Utilizes Phone Bank protocols to determine when to involve a clinician on a call due to urgent or emergent symptomatology. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>General Performance 2 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">As assigned, pulls and prepares charts prior to patient appointment following established practice criteria. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Files all patient related information, tracks incoming slides, films and reports as required by practice; returns materials to referring physicians in a timely manner utilizing tracking systems. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Scans and imports patient records and documents in APeX system following established guidelines and policies. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Upholds UCSF Medical Center policy regarding the maintenance and confidentiality of medical records and other patient information. Maintains and adheres to patient confidentiality and HIPAA guidelines including the distribution of NOPPs (Notice of Privacy Practices). </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Participates in team building by actively contributing during meetings and with staff and providers in discussion of all practice activities. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Attends training classes provided by Medical Center, Billing Agent, and others as necessary. Bring information back to practice and use on the job. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Works with supervisor and co-workers to ensure that the practice responds comprehensively to patient care needs through improved procedures and administrative systems. Is an active participant in performance improvement projects and customer service initiatives. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Complies with all Medical Center and Ambulatory Services procedures for infection control, safety, administrative and clinical practice. Complies with activities mandated by Joint Commission, Title 22. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">As assigned, fills in for other co-workers to help address work load problems and cover vacation or sick leave openings. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Moderate Complex General Performance 3 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Maintains provider calendars </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">When working in a primary care practice, assists with the delivery and maintenance of a high standard of patient care using the Patient Centered Medical Home model which emphasizes the care of the “whole patient” which includes in-reach, outreach and intensive follow up on referrals. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">When working within the primary care environment acts as the coordinator for all of patient’s needs such as forms (ie. work release, disability, immunization records, etc.) and is principally responsible for the continuity of care for patients which includes a significant amount of support for patients at the time of the visit and between visits. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Provides 1:1 and team training for new hires and new initiatives and procedures </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Advanced General Performance 0 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Facilitates Float coverage as needed for practice (e.g. when float is assigned, work with float to ensure successful coverage of work) </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Serves on and contributes documentation to the Patient Centered Medical Home</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">application workgroup </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Environmental Responsibilities: 1 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Reports any malfunctioning of equipment. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Complies with recommendations made by ergonomic specialists to avoid workplace injury </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Complies with infection control policies related (e.g. does not eat at the front desk or in patient care areas)<strong> </strong></span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Moderate Complex Environmental Responsibilities 0 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Serves as practice deputy for life / safety activities helps lead drills </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Customer Service Outreach 4 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Deals directly with patients either by telephone, electronically or face to face while consistently following EVERYDAY PRIDE principles in verbal and written communications </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Responds promptly and courteously to internal and external inquiries. Stays logged into appropriate APeX Pools and In Baskets. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Handles front line patient complaints with the support of the Practice Supervisor / Administrative Director </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Supports all performance improvement initiatives as outlined by the Medical Center leadership through active participation and initiation </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Obtains and evaluates all relevant information to handle inquiries and complaints </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">S/he is a strong team player, has a dedicated work ethic, and is willing to learn and adapt to new tasks when asked. S/he is comfortable building rapport with patients quickly and is able to work effectively with and without supervision and remain calm and friendly in all interactions with patients </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Notifies providers of patient delays and service issues. Acts and advocate for patients to help facilitate provider punctuality in seeing patients according to schedule. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Communicates provider delays with front office team and makes regular announcements to waiting room as needed when delays are over 30 minutes. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Offers suggestions for change or improvement in clinic/practice operations. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">S/he leads by example in the areas professional appearance, demeanor and body language, making eye contact with patients and internal customers, exhibits a friendly demeanor to put patients at ease. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Seeks opportunities to improve patient convenience. Utilizes service recovery amenities as appropriate. Contributes to the development of a patient-focused environment. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Lead role duties 1 %:</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Addresses and resolves escalated issues of day to day operations (e.g. customer service, provider<strong> </strong>complaints, cross departmental communication or coordination problems, etc.)</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Serves as a liaison to management to advise on, take lead action on, and provide direction on process improvements initiatives </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Acts as a primary resource for one or more designated functions in the department (e.g., APeX Super User) </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Provides feedback related to staff performance </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Supports staff through orientation, training and oversight. Will attend monthly organization meetings/trainings to enhance SuperUser role within the practice. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Is a team player who works closely with others and who is flexible in dealing with the changing priorities. Is a self-reliant individual who synthesizes his/her knowledge of practice operations in order to problem-solve, prioritize and facilitate complex transactions in the course of his/her daily activities. Living Pride Standards</span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Service Excellence</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrates service excellence by following the Everyday PRIDE Guide with the UCSF Medical Center standards and expectations for communication and behavior. These standards and expectations convey specific behavior associated with the Medical Center’s values: Professionalism, Respect, Integrity, Diversity and Excellence, and provide guidance on how we communicate with patients, visitors, faculty, staff, and students, virtually everyone, every day and with every encounter. These standards include, but are not limited to: personal appearance, acknowledging and greeting all patients and families, introductions using AIDET, managing up, service recovery, managing delays and expectations, phone standards, electronic communication, team work, cultural sensitivity and competency.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Uses effective communication skills with patients and staff; demonstrates proper telephone techniques and etiquette; acts as an escort to any patient or family member needing directions; shows sensitivity to differences of culture; demonstrates a positive and supportive manner in which patients / families/ colleagues perceive interactions as positive and supportive. Exhibits team work skills to positively acknowledge and recognize other colleagues, and uses personal experiences to model and teach Living PRIDE standards.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Exhibits tact and professionalism in difficult situations according to PRIDE Values and Practices</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrates an understanding of and adheres to privacy, confidentiality, and security policies and procedures related to Protected Health Information (PHI) or other sensitive and personal information. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrates an understanding of and adheres to safety and infection control policies and procedures.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Assumes accountability for improving quality metrics associated with department/unit and meeting organizational/departmental targets. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Work Environment</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Keeps working areas neat, orderly and clutter-free, including the hallways. Adheres to<strong> </strong>cleaning processes and puts things back where they belong. Removes and reports broken<strong> </strong>equipment and furniture.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Picks up and disposes of any litter found throughout entire facility. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Posts flyers and posters in designated areas only; does not post on walls, doors or windows. Knows where the Environment of Care Manual is kept in department; corrects or reports unsafe conditions to the appropriate departments. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Protects the physical environment and equipment from damage and theft. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>OTHER FUNCTIONS AND RESPONSIBILITIES</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrates innovation and flexibility regarding the modification of tasks or workflows within assigned duties and job functions</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Perform other duties as assigned</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Other clerical duties as assigned.</span></span></li></ul>",
"InternalResponsibilitiesStr": "<p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>DUTIES & ESSENTIAL JOB FUNCTIONS</strong></span></span></p><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>New Patient Scheduling and Processing 10 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">On a daily basis reviews and works referral workqueues documenting activities within the referral record. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Acts as the primary contact for referring physicians and new patients </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">If practice utilizes a mirror system for external referrals, such as an electronic log, maintains electronic log but also creates referral record for accurate tracking and documenting of external referrals. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Assigns new patients to providers as required, taking into account scheduling issues. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Schedules and registers patients by telephone or in person before first appointment meeting established accuracy and performance standards. Completes appropriate practice intake paperwork and follows established practice guidelines to ensure new patients are seen within prescribed timelines. Communicates any problems with the schedule with supervisor. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Collects and verifies insurance and referral/authorization information for first appointment</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">ensuring referral records and Hospital Accounts Records (HARS) are created and assigned to the appointment. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Schedules and coordinates any pre-appointment tests or appointments. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Explains first appointment procedures in layman’s terminology to patient including</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">required records, pathology slides and radiology films to bring or send prior to the first</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">visit; prepares and mails New Patient Packet or sends through MyChart; provides other</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">information requested by patient. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Gives directions and instructions to patients before the first appointment. Manages patient</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">expectations by providing practice-specific guidelines related to service/visit. Seeks clinical input when appropriate. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Creates a professional and positive first impression for patients and referring physicians.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrates good judgment and common sense. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Advanced New Patient Scheduling and Coordination 20 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Secures outside medical records, CD’s of scans and pathology slides; reviewing them for</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">completeness; and making a determination as to which physician can best evaluate the patient.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Understands and is able to prioritize new patient scheduling based on diagnosis and current</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">treatment status to ensure complex patients are scheduled according to practice priorities (e.g. someone newly diagnosed with Stage IV colorectal cancer is seen within the week vs. a second opinion currently receiving treatment is seen within 3 weeks). </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Informs patients about possible treatment scheduling options, clinical trials and screening is coordinated with appropriate research personnel and the appropriate physician. As indicated upon screening, if the patient would benefit from a consultation with other clinical disciplines consults with the appropriate department and will work to coordinate care, to optimize schedules, and expedite services.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">At new patient visits, as appropriate meets with patient after the visit to explain how care is</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">coordinated with possible clinical trials, testing, surgical procedures and care within other</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">departments (e.g. general surgery, cardiology) and with other external providers. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Surgery Scheduling 3 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Coordinates scheduling of all outpatient and inpatient surgeries for the surgical practice. Ensures that all surgical procedures are scheduled within a clinically appropriate time frame. Interfaces with patients, physicians and hospital staff to ensure adequate communication regarding all aspects of surgical services. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Interacts with clinical and academic staff to coordinate surgical activities with physician’s other responsibilities. Processes complex hospital admission forms, schedules pre-surgical tests and appointments, and secures all necessary resources and equipment for surgery. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Manages complex scheduling coordination related to securing OR time outside of designated block time in the operating rooms. Works to maximize both OR and surgical robots utilization as well as complex joint cases with one or more additional surgeons or other services. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Advanced Surgery Scheduling 0 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Coordinates pre-operative anesthesia appointments with other testing, authorization coding and scheduling the surgery in Op-Time. Additionally many cases require complex admission, discharge and planning coordination involving hospital reservations and authorizations related to study patients on protocol, transfers from outside hospitals and post transfer urgent authorizations and surgical planning. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Works with patients and staff to confirm availability and accuracy of medical information within APeX and to ensure compliance with all hospital policies and procedures. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Secures authorization for surgical procedures and coordinates with Hospital Admissions Department as needed. Communicates with the surgeon post-surgery to confirm if any additional surgical procedure was performed and if so to follow up with the insurance company immediately to amend the authorization. Acts as primary liaison to procedure billing team to coordinate updated authorizations and or TARs for mid procedure changes or additions. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Ensures compliance with Medical Center bylaws and Regulations ensuring the diagnosis is confirmed before treatment is offered through formal review of any and all outside studies and pathology. The coordinator is the sole person to ensure appropriate and timely communication and documentation with the patient and the physician. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Successfully interacts with patients to secure surgical consent for cosmetic services. This includes identification of cases, cosmetic price guidelines, quote prices and coordinate payment. Analyze the pricing structure to ensure that the prices remain competitive and are updated as needed. This position is expected to represent UCSF Medical Center’s objective to grow elective cosmetic services by providing sophisticated customer service and sales </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Arranging post-surgical appointments and testing, which may or may not include Home Care, Physical Therapy, starting paperwork for durable medical equipment and following up on all other paper work, i.e. Workers Compensation as necessary </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Revenue Cycle 3 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Performs cash collection and depositing functions as assigned, complying with all established policies and procedures. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Communicates Medical Center administrative and financial policies clearly to patients, answering patient account questions and knowing when to refer patients to financial counseling, billing agents, patient relations or other support departments for additional help. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Obtains and documents insurance authorizations for established patient visits, referrals and procedures or ancillary services. Communicates clinical information from medical records authorization requests to insurance companies.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrates competency working with CPT codes and ICD-9 and ICD-10 for the purpose of scheduling and securing authorization. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Works with patients and staff to confirm availability and accuracy of medical information</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">within APeX and to ensure compliance with all hospital policies and procedures. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Moderate Complex Revenue Cycle 0 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Monitors provider(s) open charts and encounters and works with providers to complete encounter documentation in a timely manner to support revenue cycle workflow. May assist provider with instructions on how to close encounters opened in error. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Works RFI work queues to secure information for accurate billing submissions or to respond to denials such as retro authorizations, clinical documentation, and addended authorizations with add on CPT codes. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Secures authorization for procedures, specialty visits and ancillary testing and coordinates</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">with Hospital Admissions Department as needed. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Provide assistance with complex DME authorizations that often require precise documentation in specific formats to receive approval </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Provide assistance with medication authorization for new medications and refills. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Advanced Revenue Cycle 0 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Secures complex insurance authorizations for services, medications, or testing and is able to track the authorizations for renewal based on insurance company driven limits of time frames or numbers of visits or services. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Has demonstrated competency working with HCPC codes and is able to look up and locate the appropriate codes for the purpose of requesting authorization (e.g. J codes for medications like chemotherapy). </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Understands how to identify and interpret a patient’s insurance benefit package, including pharmacy and mental health carve outs. Utilizes this information to direct authorization requests and to coordinate these services for patients. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Reviews & analyses monthly denial reports for both professional and hospital billing. Initiatives retro authorizations from denial report. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Identifies trends in denials and works with practice team and supervisors to develop and implement improved workflows to minimize denials. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Compiles & analyzes data for reports to track basic revenue cycle measurements such as charges, payments, visit volume, etc. and creates reports in Microsoft Excel. Oversees and coaches staff on complex authorization requests as they arise. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Address patient complaints from patients regarding billing and complaints related to billing that come out of Patient Relations. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Through reporting track patterns of billing complaints and identify patterns which can be addressed with coaching and education of staff and providers. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Understands the concept of managed care and is knowledgeable about the resources available to the staff in regards to knowing the specific requirements of individual managed care plans. Assists patients to understand the concept of managed care.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Reviews all upcoming visits to determine patient eligibility and assists with transitioning patients who are no longer eligible to new primary care practices through collaboration with the practice Social Worker and clinical teams. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Department resource for insurance questions and insurance updates, including having reserved time on the staff agenda to review updates with administrative team, include important updates in the practice newsletter including drafting newsletter announcements </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">As practice Super User will produce reports and review with staff cash collection barriers to improve cash collection rates for the practice. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Check in / Front Desk: 0 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Greets and welcomes patients making eye contact and utilizing AIDET standards. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Determines a patient’s co-pay obligation and collects it at the time of the visit; may also collect payments on patient accounts. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Gives priority to the timely registration of patients on check-in and is aware of the necessity of maintaining practice flow, paying careful attention to the performance improvement initiatives to reduce delays. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Communicates with patients in a confidential professional manner using tact and diplomacy. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Monitors and maintains the reception area, making sure it is tidy and there is adequate availability of reading and educational materials. Ensures that the temperature of the reception area is comfortable and that there is adequate and appropriate seating for all patients. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Observes the waiting area and performs customer service intervention when patients have been waiting a long time or are not receiving adequate service </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Assists patients with use of Kiosk and actively works to promote Kiosk utilization </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Advanced Check in/ Front Desk: 0 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Responsible for front end office responsibilities to include but not limited to functions ranging from registration and front desk duties, referral processing, authorization coordination and review, cash deposits, DME oversight and scheduling functions. S/he will also act as a Care Support Assistant for the Delivery System Reform Incentive Payment (DSRIP) funded clinical team. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Develops and analyzes front desk productivity reports in partnership with the management team to improve co-pay collection rates and accurate payer plan capture. Identifies opportunities for productivity improvement and assists management team with staff coaching and workflow enhancement.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Is primarily responsible for representing the clerical team as the public face and works closely with</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">the administrative and management teams to support practice operations and customer service</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">recovery and intervention efforts. S/he provides support to all functions of the administrative</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">teams to include: message boards, referrals, Apex in-baskets, scanning and filing. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Cadence Template Builder 0 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Able to create Cadence schedule templates for providers </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Understands how template construction effects access and works to ensure templates is user friendly and help promote consistent clinic access. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Able to generate reschedule reports in Cadence and work with other members of administrative team to ensure patients are rescheduled in a timely manner to avoid customer service problems. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Administrative and Patient Care Coordination Responsibilities 5 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Schedules established patient appointments using Apex and its related components. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Understands the distinction of each medical practice and how care is delivered in each setting. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Coordinates appointments with multiple providers as required. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Discusses practice policies and procedures with patients and referring physicians. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Answers questions about provider schedules and acts as a resource to other medical center practices and ancillary service administrative staff. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Has a keen awareness of the need to provide prompt and convenient appointment access to patients. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Adheres to the provider productivity standards as established in APEX templates for the practice and schedules appointments with the appropriate appointment type. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Utilizes legacy systems and Apex to retrieve pertinent patient data. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Follows practice procedure for follow-up of missed appointments. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Covers Apex in-baskets and phone messages when other members of the team are absent. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrates an ability to adjust priorities as required for smooth operation of the practice and notifies the clinical staff. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Provides administrative support to providers in coordination of patient care (i.e. sending patient letters, educational materials, results of lab tests, etc.) </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Schedules procedures and tests providing appropriate instructions to patients. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Collaborates with clinical staff in problem-solving patient needs and requests for same day appointments and other appointments requiring care coordination. Works together with the clinical staff in the processing and follow-through of urgent patient needs. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrates courtesy and overt helpfulness in all interactions. Collaborates with Practice Supervisor and Administrative Director in the resolution of patient complaints. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Assists in maintaining current filing and scanning.</span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Moderate Complex Administrative and Patient Care Coordination Responsibilities 5 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Must have an understanding of multiple clinical symptoms and their associated escalation level with a common sense approach for when it is appropriate to escalate or take action to speed along a process within the practice or to obtain immediate clinical intervention. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Advanced customer service skills in working with and providing exceptional customer service to patients who are medication dependent and may exhibit challenging behaviors. This includes understanding how to deescalate a difficult encounter and also when to seek additional support from leadership and to protect the safety of the work environment. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Advanced Administrative and Patient Care Coordination Responsibilities 33 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Acts as liaison with Concierge Services. Expedites requested services. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Coordinates complex patient care coordination activities. Arranging appointments and testing, which may or may not include Tumor block genetic testing, Home Care, Physical Therapy, starting paperwork for durable medical equipment or disability paperwork and following up on all other paper work, i.e. Workers Compensation as necessary. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Keeps track of patients who have parallel pathways for their medical care and works with clinical providers to take steps at critical points along the continuum. May create and maintain APeX patient lists or Excel Spreadsheets for tracking purposes. For example, patients receiving neoadjavent chemotherapy who will be scheduled for surgery once their tumor has shrunk and must be evaluated by the MD after cycle 3 of their chemotherapy regimen. The PA IV will need to keep track of the patient and schedule a timely appointment with the surgeon and the medical oncologist to coordinate planning for surgery scheduling. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Is skilled and able to book Radiology appointments directly into Radiology scheduling software while ensuring accuracy of exam types, location specifications and insurance restrictions. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Identify referral problems; report out to management team with suggested solutions. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Develop and review reports related to referral management, tracking and updating management team with ongoing outgoing and incoming referral issues as they arise. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Oversight with maintaining Open Access schedules in order to meet the Patient-Centered Medical Home (PCMH) standards (could include Direct Access scheduling into the generic job template) </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>APeX and IT Specific Skills 3 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Performs the following APEX specific Patient Care Coordinator (PCC) functions as appropriate to completion of APeX PCC training and job duties: </span></span><ul style=\"list-style-type: circle;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Enter new incoming referrals entering authorization information as appropriate</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Creating, updating and closing telephone encounters</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Open, document within, route and close telephone encounters. Able to accurately utilize documentation steps when leaving a telephone encounter open pending further communications with the caller. Able to utilize smart text logic to document patient phone screening as associated with complex appointment scheduling.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Works applicable APeX workqueues to address patient care and service matters </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Create and send administrative communications via MyChart</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Create SmartPhrase templates associated with administrative functions</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Create and route patient letters associated with administrative matters</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Perform enter/edit outside test results following established workflow and steps</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Open, document within, route and close telephone encounters. Able to accurately utilize documentation steps with leaving a telephone encounter open pendingfurther communications with the caller. Able to utilize smart text logic to document patient phone screening as associated with complex appointment scheduling.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Works applicable APeX workqueues to address patient care and service matters</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Encourage use of the check in kiosk and trouble shoot technical or customer service issues</span></span></li></ul></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Moderate Complex APeX and IT Specific Skills 2 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Modify order class of labs from lab collection vs. clinic collection or UCSF Collect vs.External Collect.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Perform advanced appointment scheduling using complex scheduling protocols from a variety of ancillary and subspecialty services some of which will require authorization.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Support Patient-Centered Medical Home, Standard 1 guidelines that require patients have daily available appointment access to the practice and if no appointments are available coordinate them at another site or within Adult or Pediatric Urgent Care.</span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Phone Bank 5 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Responds to telephone calls from patients seeking medical care at UCSF Medical Center. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Utilizes the EPIC Appointment Scheduling System (Cadence) to schedule patient appointments in accordance with practice policy. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Documents call information in the EPIC telephone encounters in a concise, accurate manner. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Responds to patient’s online Web appointment requests for patients utilizing the online appointment system. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Utilizes Phone Bank protocols to determine when to involve a clinician on a call due to urgent or emergent symptomatology. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>General Performance 2 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">As assigned, pulls and prepares charts prior to patient appointment following established practice criteria. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Files all patient related information, tracks incoming slides, films and reports as required by practice; returns materials to referring physicians in a timely manner utilizing tracking systems. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Scans and imports patient records and documents in APeX system following established guidelines and policies. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Upholds UCSF Medical Center policy regarding the maintenance and confidentiality of medical records and other patient information. Maintains and adheres to patient confidentiality and HIPAA guidelines including the distribution of NOPPs (Notice of Privacy Practices). </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Participates in team building by actively contributing during meetings and with staff and providers in discussion of all practice activities. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Attends training classes provided by Medical Center, Billing Agent, and others as necessary. Bring information back to practice and use on the job. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Works with supervisor and co-workers to ensure that the practice responds comprehensively to patient care needs through improved procedures and administrative systems. Is an active participant in performance improvement projects and customer service initiatives. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Complies with all Medical Center and Ambulatory Services procedures for infection control, safety, administrative and clinical practice. Complies with activities mandated by Joint Commission, Title 22. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">As assigned, fills in for other co-workers to help address work load problems and cover vacation or sick leave openings. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Moderate Complex General Performance 3 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Maintains provider calendars </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">When working in a primary care practice, assists with the delivery and maintenance of a high standard of patient care using the Patient Centered Medical Home model which emphasizes the care of the “whole patient” which includes in-reach, outreach and intensive follow up on referrals. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">When working within the primary care environment acts as the coordinator for all of patient’s needs such as forms (ie. work release, disability, immunization records, etc.) and is principally responsible for the continuity of care for patients which includes a significant amount of support for patients at the time of the visit and between visits. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Provides 1:1 and team training for new hires and new initiatives and procedures </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Advanced General Performance 0 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Facilitates Float coverage as needed for practice (e.g. when float is assigned, work with float to ensure successful coverage of work) </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Serves on and contributes documentation to the Patient Centered Medical Home</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">application workgroup </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Environmental Responsibilities: 1 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Reports any malfunctioning of equipment. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Complies with recommendations made by ergonomic specialists to avoid workplace injury </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Complies with infection control policies related (e.g. does not eat at the front desk or in patient care areas)<strong> </strong></span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Moderate Complex Environmental Responsibilities 0 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Serves as practice deputy for life / safety activities helps lead drills </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Customer Service Outreach 4 %</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Deals directly with patients either by telephone, electronically or face to face while consistently following EVERYDAY PRIDE principles in verbal and written communications </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Responds promptly and courteously to internal and external inquiries. Stays logged into appropriate APeX Pools and In Baskets. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Handles front line patient complaints with the support of the Practice Supervisor / Administrative Director </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Supports all performance improvement initiatives as outlined by the Medical Center leadership through active participation and initiation </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Obtains and evaluates all relevant information to handle inquiries and complaints </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">S/he is a strong team player, has a dedicated work ethic, and is willing to learn and adapt to new tasks when asked. S/he is comfortable building rapport with patients quickly and is able to work effectively with and without supervision and remain calm and friendly in all interactions with patients </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Notifies providers of patient delays and service issues. Acts and advocate for patients to help facilitate provider punctuality in seeing patients according to schedule. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Communicates provider delays with front office team and makes regular announcements to waiting room as needed when delays are over 30 minutes. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Offers suggestions for change or improvement in clinic/practice operations. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">S/he leads by example in the areas professional appearance, demeanor and body language, making eye contact with patients and internal customers, exhibits a friendly demeanor to put patients at ease. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Seeks opportunities to improve patient convenience. Utilizes service recovery amenities as appropriate. Contributes to the development of a patient-focused environment. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Lead role duties 1 %:</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Addresses and resolves escalated issues of day to day operations (e.g. customer service, provider<strong> </strong>complaints, cross departmental communication or coordination problems, etc.)</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Serves as a liaison to management to advise on, take lead action on, and provide direction on process improvements initiatives </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Acts as a primary resource for one or more designated functions in the department (e.g., APeX Super User) </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Provides feedback related to staff performance </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Supports staff through orientation, training and oversight. Will attend monthly organization meetings/trainings to enhance SuperUser role within the practice. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Is a team player who works closely with others and who is flexible in dealing with the changing priorities. Is a self-reliant individual who synthesizes his/her knowledge of practice operations in order to problem-solve, prioritize and facilitate complex transactions in the course of his/her daily activities. Living Pride Standards</span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Service Excellence</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrates service excellence by following the Everyday PRIDE Guide with the UCSF Medical Center standards and expectations for communication and behavior. These standards and expectations convey specific behavior associated with the Medical Center’s values: Professionalism, Respect, Integrity, Diversity and Excellence, and provide guidance on how we communicate with patients, visitors, faculty, staff, and students, virtually everyone, every day and with every encounter. These standards include, but are not limited to: personal appearance, acknowledging and greeting all patients and families, introductions using AIDET, managing up, service recovery, managing delays and expectations, phone standards, electronic communication, team work, cultural sensitivity and competency.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Uses effective communication skills with patients and staff; demonstrates proper telephone techniques and etiquette; acts as an escort to any patient or family member needing directions; shows sensitivity to differences of culture; demonstrates a positive and supportive manner in which patients / families/ colleagues perceive interactions as positive and supportive. Exhibits team work skills to positively acknowledge and recognize other colleagues, and uses personal experiences to model and teach Living PRIDE standards.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Exhibits tact and professionalism in difficult situations according to PRIDE Values and Practices</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrates an understanding of and adheres to privacy, confidentiality, and security policies and procedures related to Protected Health Information (PHI) or other sensitive and personal information. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrates an understanding of and adheres to safety and infection control policies and procedures.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Assumes accountability for improving quality metrics associated with department/unit and meeting organizational/departmental targets. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>Work Environment</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Keeps working areas neat, orderly and clutter-free, including the hallways. Adheres to<strong> </strong>cleaning processes and puts things back where they belong. Removes and reports broken<strong> </strong>equipment and furniture.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Picks up and disposes of any litter found throughout entire facility. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Posts flyers and posters in designated areas only; does not post on walls, doors or windows. Knows where the Environment of Care Manual is kept in department; corrects or reports unsafe conditions to the appropriate departments. </span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Protects the physical environment and equipment from damage and theft. </span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>OTHER FUNCTIONS AND RESPONSIBILITIES</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Demonstrates innovation and flexibility regarding the modification of tasks or workflows within assigned duties and job functions</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Perform other duties as assigned</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Other clerical duties as assigned.</span></span></li></ul>",
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