Scheduler 2

The Scheduler 2 serves as a key member of the Patient Centered Medical Home team. This role functions primarily in the front office, coordinating patient scheduling and registration while ensuring excellent patient experience. As a Medical Assistant, the Scheduler 2 may provide clinical support in the back office when coverage is needed.

The Scheduler 2 is often the first point of contact for our patients—both by phone and in person—and is responsible for presenting a courteous, professional, and patient-focused presence at all times.

Essential Job Responsibilities

Patient Access & Scheduling

Schedule new and returning patients, including managing walk-ins appropriately.

Verify and update demographic and insurance information at each visit.

Assist with appointment reminders and follow-up calls for no-shows or cancellations.

Document all patient communications in the electronic medical record (EMR).

Return calls, emails, and telephone encounters by the end of each business day.

Insurance & Eligibility Support

Understand basic insurance verification processes and TAN Healthcare’s Sliding Fee Discount Program (SFDP).

Provide general information to patients regarding insurance and sliding fee eligibility.

Assist the Eligibility team in collecting identification, insurance cards, and required documentation.

Collect copayments and accurately post payments into the EMR.

Maintain accurate daily register logs.

Front Office Operations

Answer multi-line phone system and route calls appropriately.

Check patients in and/or out according to workflow procedures.

Maintain accurate sign-in documentation as required.

Scan and upload documents into the EMR.

Monitor fax inbox and route documentation appropriately.

Ensure appropriate desk coverage when away from workstation.

Maintain a clean, organized, and disinfected lobby area throughout the day.

Clinical Support (As Needed)

Provide Medical Assistant support in the back office when coverage is required.

Assist with patient rooming and basic clinical workflows within scope of MA certification.

Assist with triage processes under licensed provider supervision and within scope of practice.

Team-Based Care

Collaborate with providers, nursing staff, eligibility specialists, and care teams to support coordinated patient care.

Support Patient Centered Medical Home principles including access, continuity, coordination, and patient engagement.

Other Duties

Perform other duties as assigned to meet operational needs.

Minimum Education, Qualifications, and Experience

High School Diploma or GED required.

Medical Assistant Certification required.

Current BLS Certification required.

Ability to successfully pass a background check.

Working knowledge of Microsoft Office and Windows-based computer systems.

Experience with electronic medical records preferred.

Ability to work full-time hours during health center operating hours.

Ability to sit or stand for prolonged periods, including extended computer use.

Adhere to all HIPAA regulations and organizational confidentiality policies.