Patient Advocate

Job Summary

This Patient Advocate is responsible for maintaining the scheduling of patients, obtaining correct patient income and insurance information, answering phones, and interacting in a positive manner with all clients. The role requires multitasking in a fast‑paced environment and accommodating frequent interruptions. A warm, friendly and engaging personality is essential, as the Advocate represents the clinic’s image and ensures efficient patient flow.

• Greet patients.
• Schedule appointments.
• Call appointment reminders to patients.
• Ensure patient paperwork is complete.
• Answer telephone calls.
• Work well with the public.
• Pay attention to detail.
• Stay on site during clinic hours.
• Communicate effectively.

• Represent the clinic to the community consistently positively.
• Greet the public politely.
• Maintain a neat work and reception area.
• Assist patients in completing paperwork as needed.
• Gather pertinent information, including patient demographics, income, insurance, residency, and medical history.
• Update patient information as needed.
• Answer telephone and handle calls in a friendly professional manner.
• Record messages accurately for unavailable personnel.
• Conduct patient satisfaction surveys.
• Maintain open communications with clinic staff.
• Utilize electronic health record software correctly.
• Schedule patients appropriately.
• Gather proof of income and assign sliding fee scale appropriately.

• Stand – Occasionally
• Walk – Occasionally
• Sit – Constant
• Handling/Fingering – Frequently
• Reach Outward – Frequently
• Reach Above Shoulder – Frequently
• Bend – Occasionally

• 12 lbs or less – Occasionally
• 13-25 lbs – Occasionally
• 26-40 lbs – Occasionally
• 41-100 lbs – Occasionally

• 10 lbs or less – Occasionally
• 11-20 lbs – Occasionally
• 21-50 lbs – Occasionally
• 51-100 lbs – Occasionally
• Over 100 lbs – Occasionally