The Front Desk plays a vital role in ensuring the smooth operation of the clinic. This role involves managing patient appointments, handling administrative and financial tasks, and maintaining accurate records in the clinic system. The Front Desk supports both patients and clinic staff, helping to create a positive, organized, and professional environment that enhances the overall patient experience and clinic efficiency.
Job Duties and Responsibilities
1. Patient Scheduling & Follow-Up
- Schedule patient appointments, including mapping, reschedules, and make-up sessions.
- Prepare doctors’ appointment schedules for the next day and communicate via WhatsApp.
- Responsible for patient reminders and follow-up visits to ensure appointment adherence.
2. Patient Records & System Management
- Update patient Salesforce records accurately after each visit.
- Maintain patient system profiles, reflecting all relevant visit information.
- Ensure completeness and accuracy of patient documentation and reports.
3. Financial Transactions & Reporting
- Check cash, credit, and debit balances against the system at the end of each shift.
- Close daily sales, count cash and collections, and confirm amounts.
- Sign and upload Daily Summary Reports and Doctors’ Transaction Reports to SharePoint.
- Update and upload columnar records to SharePoint for documentation.
- Prepare deposit slips and send staff to deposit cash collections; manage card slips securely.
- Submit Daily Stats Report via WhatsApp.
4. Communication & Coordination
- Communicate effectively with the Clinic Manager regarding schedules, patient updates, and daily operations.
- Ensure smooth coordination between doctors, patients, and administrative staff.
5. Operational Support
- Ensure that all transactions are balanced and verified before the end of the shift.
- Support the Clinic Manager in other administrative tasks as needed to maintain efficient clinic operations.
Key Performance Indicators (KPIs)
- Patient Scheduling & Follow-Up
- Patient Records & System Accuracy
- Financial Transactions & Reporting
- Communication & Coordination
- Operational Efficiency