Medical Secretary Job Description Template

A medical secretary performs various administrative tasks to ensure the smooth operation of a medical office or healthcare facility. On a day-to-day basis, their responsibilities may include:

1. Scheduling appointments: They manage the appointment system, schedule patient visits, and coordinate with physicians' schedules.

2. Answering and directing phone calls: They handle incoming calls, take messages, and direct patients to the appropriate department or healthcare provider.

3. Greeting patients: They welcome patients, verify their personal and insurance information, and provide necessary forms or paperwork.

4. Managing patient records: They maintain and update patient records, including medical histories, examination results, and treatment plans, using electronic health record systems.

5. Billing and insurance tasks: They may assist in processing insurance claims, collecting payments, and providing patients with information regarding financial policies and options.

6. Transcribing and filing medical documents: They transcribe medical notes, reports, and correspondence dictated by healthcare providers. They also maintain and organize patient files, ensuring confidentiality.

7. Assisting with medical procedures: They may help with simple medical procedures such as measuring vital signs, collecting specimens, or preparing patients for examinations.

8. Ordering and stocking supplies: They monitor inventory levels of office supplies and medical equipment, and place orders as necessary.

9. Coordinating referrals and specialist appointments: They arrange appointments with specialists and ensure referral documents are handled appropriately.

10. Maintaining office cleanliness and organization: They help keep the office environment sanitized and tidy, including exam rooms and waiting areas.

Additionally, a medical secretary may also assist with handling correspondence, managing medical records systems, maintaining confidentiality, and performing other administrative duties as needed.