Medical Receptionist job description template
A medical receptionist is the first voice and face patients meet: they answer phones, check patients in and out, verify insurance and keep the schedule full without overbooking providers. Good posts mention your call volume, your scheduling and billing software, and whether the role also handles payments or referrals.
Medical Receptionist
Full-timeYour Company is looking for a warm, organized medical receptionist to run our front desk. You'll greet patients, answer phones, schedule appointments, verify insurance and collect copays, all while helping our providers stay on time. Patients often arrive worried or unwell, so a calm, kind manner matters as much as accuracy. Front-desk experience in a medical office is a plus, but we'll train the right person on our systems.
What you’ll do
- Greet and check in patients, update their information and scan IDs and insurance cards
- Answer multi-line phones, take messages and route clinical questions to the right person
- Schedule, confirm and reschedule appointments so each provider's day is full but on time
- Verify insurance eligibility before visits and flag coverage problems early
- Collect copays and balances, post payments and balance the cash drawer at the end of the day
- Send intake forms and make sure new patients complete paperwork and consent forms
- Process records requests and referrals following HIPAA and our office policies
- Keep the waiting room tidy and let patients know when providers are running late
What we’re looking for
- Friendly, professional manner on the phone and in person
- Accurate with names, dates of birth, insurance numbers and other details
- Comfortable with computers and quick to learn scheduling and EHR software
- Able to stay calm and patient with anxious, unwell or frustrated callers
- Willing to complete HIPAA training (we provide it) and keep patient information private
Nice to have
- Previous front-desk experience in a medical, dental or vision office
- Familiarity with insurance verification, copays and basic medical terminology
- Fluency in a second language our patients speak
- Experience with practice management software such as athenahealth, eClinicalWorks or Tebra
Schedule
Full-time, Monday through Friday during office hours, starting a little before the first appointment. Occasional evening or Saturday coverage may be needed.
What we offer
- Health insurance after a short waiting period
- Paid vacation, sick days and holidays
- Paid training on our scheduling and billing systems
- Predictable daytime hours
Add your pay, location and schedule when you post. Jobs that show pay get noticeably more applicants.
Medical Receptionist our company is looking for a warm, organized medical receptionist to run our front desk. You'll greet patients, answer phones, schedule appointments, verify insurance and collect copays, all while helping our providers stay on time. Patients often arrive worried or unwell, so a calm, kind manner matters as much as accuracy. Front-desk experience in a medical office is a plus, but we'll train the right person on our systems. What you’ll do • Greet and check in patients, update their information and scan IDs and insurance cards • Answer multi-line phones, take messages and route clinical questions to the right person • Schedule, confirm and reschedule appointments so each provider's day is full but on time • Verify insurance eligibility before visits and flag coverage problems early • Collect copays and balances, post payments and balance the cash drawer at the end of the day • Send intake forms and make sure new patients complete paperwork and consent forms • Process records requests and referrals following HIPAA and our office policies • Keep the waiting room tidy and let patients know when providers are running late What we’re looking for • Friendly, professional manner on the phone and in person • Accurate with names, dates of birth, insurance numbers and other details • Comfortable with computers and quick to learn scheduling and EHR software • Able to stay calm and patient with anxious, unwell or frustrated callers • Willing to complete HIPAA training (we provide it) and keep patient information private Nice to have • Previous front-desk experience in a medical, dental or vision office • Familiarity with insurance verification, copays and basic medical terminology • Fluency in a second language our patients speak • Experience with practice management software such as athenahealth, eClinicalWorks or Tebra Schedule Full-time, Monday through Friday during office hours, starting a little before the first appointment. Occasional evening or Saturday coverage may be needed. What we offer • Health insurance after a short waiting period • Paid vacation, sick days and holidays • Paid training on our scheduling and billing systems • Predictable daytime hours
Screening questions for a medical receptionist
Ask these on the application form to sort applicants quickly. They’re added automatically when you post this template.
- Do you have front-desk, reception or customer service experience?Yes / No · required
- Which scheduling, EHR or practice management software have you used?Short answer
- Tell us about a time you helped an upset or confused patient or customer.Paragraph
Medical Receptionist interview questions
- Three lines are ringing, a patient is at the window and another is waiting to check out. What do you do first?
- A patient insists their insurance should cover today's visit, but it shows as inactive. How do you handle it?
- How do you decide whether a caller's question needs a nurse or provider right away?
- Tell me about a scheduling system you've used. How did you avoid double-booking or long gaps?
- A caller says they're a patient's relative and asks for test results. What do you say?
- How would you ask a patient about an overdue balance in a way that's firm but kind?
- What does a well-run front desk look like to you at the end of the day?
Tips for hiring a medical receptionist
- Do your first screen by phone. Your receptionist's phone manner is what new patients hear first, so listen for warmth and clarity.
- Give a short data-entry exercise with a sample patient record to check accuracy with names, dates and insurance numbers.
- Look beyond healthcare: people from hotels, banks and retail often have strong front-desk skills, and insurance basics can be taught.
- Be upfront about call volume and how much billing work is involved so applicants know what the job really is.