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Clinical Assistant

  • California, San Mateo

  • 02/25/2026

  • Contract

  • Active

Job Description:

  • Job Summary  
    The Clinical Assistant provides essential support in patient intake, communication, financial management, and office operations. This role ensures a welcoming environment, smooth administrative processes, and compliance with healthcare regulations.

    Key Responsibilities
    1. Patient Intake & Welcome
    2. Manage check-in and check-out procedures
    3. Collect and update patient information (address, phone, emergency contacts)
    4. Ensure HIPAA privacy notices and consent forms are signed and scanned
    5. Communicate with patients regarding wait times to maintain satisfaction
    6. Financial Management
    7. Verify insurance coverage and patient eligibility
    8. Collect and process co-payments
    9. Communication & Triage
    10. Handle heavy phone volume and route calls appropriately
    11. Schedule appointments using EMR software (Epic)
    12. Balance provider schedules efficiently
    13. Office Maintenance
    14. Maintain cleanliness and organization of the lobby and patient areas

    Required Qualifications
    1. High school diploma or equivalent
    2. Strong communication and organizational skills
    3. Experience with patient intake and administrative tasks in a healthcare setting
    4. Familiarity with HIPAA compliance and patient confidentiality standards
    5. Proficiency in EMR systems (Epic preferred)
    6. Must have at least 2 years of recent experience in the specialty within the past 2 years.
    Preferred Qualifications (if any)
    1. Previous experience in a clinical or medical office environment
    2. Knowledge of insurance verification processes

    Certifications (if any)
    1. None required; medical office administration certification is a plus

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