Office Assistant, Primary Care

Office Assistant, Primary Care – Trinity Health System

Join Trinity Health System as an Office Assistant supporting primary care operations. This role is under the direction of the clinic supervisor/administrator, providing essential business office and reception duties with minimal supervision.

• Perform patient check‑in and complete necessary paperwork ensuring clinic and regulatory compliance.
• Answer, route, and direct phone calls in accordance with practice policies.
• Schedule appointments following office guidelines.
• Obtain accurate patient and insurance information, collect copays (TOS) and deductible amounts.
• Copy/scan patient access hard‑copy materials (, referrals, insurance cards, etc.) into the correct location in the electronic medical record.
• Prepare charts for patient appointments ensuring all necessary information is complete.
• Conduct all functions associated with patient checkout, including collecting patient responsibility payments and scheduling follow‑up appointments.
• Perform record filing, retrieval, and assist with registration documentation in electronic medical records.
• Confirm next‑day appointments and alert patients to required documentation, including time‑of‑service payment details.
• Follow up with patients regarding No‑Show Guidelines and communicate appropriate messages.
• Manage flow of interdepartmental, outgoing, and incoming mail.
• Support office supply ordering and inventory procedures as needed.
• Notify appropriate clinical staff of each patient’s arrival and inform patients of any appointment delays.
• Perform cash drawer reconciliation.
• Perform other duties as assigned by management.

• High School Diploma or equivalent.
• A
  -OE certification preferred.
• BLS required.
• One year of customer service, clerical, or business‑related experience preferred.

Entry level

Full‑time

Administrative