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Receptionist Job Description Job Title - Receptionist Summary The ...

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<strong>Job</strong> <strong>Title</strong> - <strong>Receptionist</strong><br />

<strong>Summary</strong><br />

<strong>Receptionist</strong> <strong>Job</strong> <strong>Description</strong><br />

<strong>The</strong> primary job is to exceed our client's expectations for outstanding service while creating<br />

a warm and caring environment. <strong>Receptionist</strong>s are key players who are responsible for<br />

creating a good first and last impression of our clinic to all clients or potential clients.<br />

<strong>The</strong> receptionist performs a variety of client services and administrative duties to ensure<br />

that clients receive top-quality service. Responsibilities include increasing organizational<br />

efficiency in reception-area activities to ensure that the clinic runs smoothly. Exceptional<br />

data entry and computer skills are required.<br />

Qualifications<br />

This position requires strong communications skills, the ability to take initiative in fastpaced<br />

situations, and flexibility to take on a variety of tasks and assignments.<br />

Employees must be able to read, write legibly, and communicate clearly in English<br />

both in person and on the telephone.<br />

Basic computer literacy including the ability to type on computer keyboard, use a<br />

computer mouse, and view information on a computer screen is required. Experience<br />

with Microsoft Windows, Word, Excel, and/or Open Office is helpful.<br />

Cashier, client services, and related front office work experience is helpful.<br />

Basic <strong>Job</strong> Duties<br />

Processing In Clients and Patients: Greet clients. Create files for new clients.<br />

Prepare all required forms such as patient medical history records, health certificates,<br />

admission or boarding forms, euthanasia authorization, etc.<br />

Processing Out Clients and Patients: Accurately receipt clients through the<br />

computer. Accurately fill prescriptions as directed by veterinarian. Collect payment<br />

from clients.<br />

Medical Records Maintenance: Maintain medical records in all areas of the clinic<br />

accurately and neatly.<br />

Telephones/Communications: Answer a multi-line telephone system. Respond<br />

to inquiries or direct calls to appropriate personnel. Provide sub-professional<br />

information regarding general husbandry of patients and clinic protocol. Schedule<br />

appointments for office visits, surgeries, boarding, grooming, etc.<br />

Perform other duties as assigned.<br />

Hours<br />

Regularly scheduled 32-34 hours a week is considered full time employment. Some<br />

evening and Saturday hours will be included. <strong>The</strong>re may be times when Sunday or<br />

holiday hours will be required.


<strong>Job</strong> Detail<br />

Client Services<br />

Greet clients and visitors to the clinic.<br />

Answer multi-line telephones and provide prompt, courteous customer service.<br />

Provide sub-professional advice concerning the care and treatment of animals<br />

including questions regarding clinic services, fees, animal care and treatment in<br />

accordance with clinic policies. Appropriately direct other questions and<br />

communication to a veterinarian or other healthcare team members.<br />

Record all conversations with clients in the medical records.<br />

Maintain the appointment scheduler for surgery, out patient, and boarding cats.<br />

Keep appointments running on time by letting doctors and other staff members know<br />

of any changes to the schedule.<br />

Know common drugs and protocols and be able to explain them to clients.<br />

Refill/dispense medications.<br />

Learn all clinic policies and recommendations and share them with clients through<br />

education.<br />

Be able to answer clients' questions about vaccinations, surgical procedures, wellness<br />

care, common problems such as flea control, and laboratory tests.<br />

Provide advice for over the counter products.<br />

Accurately prepare estimates and invoices for clients. Be able to explain the different<br />

services and products.<br />

Follow clinic policies regarding patient admittance. Determine whether<br />

immunizations/tests are current. Recommend update of necessary<br />

immunizations/tests to clients when applicable.<br />

Collect payment for services by processing cash, checks, and credit card payments.<br />

Know how to apply a down payment to client's account.<br />

Understand and enforce the clinic's payment policy.<br />

Communicate necessary follow-up and home care instructions.<br />

Client communication- give patient updates, discharge instructions, and provide<br />

followup for certain clinic patients.<br />

Be familiar with the clinic's website and Facebook. Direct clients there for<br />

information and to download forms.<br />

Record Keeping and Office Management Duties<br />

Open the clinic in the morning making sure everything is ready for clients.<br />

◦ Turn on computers<br />

◦ Unlock drawers.<br />

◦ Count/reconcile cash box.<br />

◦ Make sure credit cards were successfully batched overnight.<br />

◦ Turn on Furminator video.<br />

◦ Make coffee.<br />

◦ Unlock door, switch sign, take curtain off door, open blinds, turn on lights at<br />

8:00 a.m.<br />

◦ Turn off answer machine at 9:00 a.m.


Maintain accurate, thorough medical records, and logbooks.<br />

Maintain all filing systems in an orderly fashion, this includes patient records,<br />

inactive and deceased patients, health, and Rabies certificates. Make sure all records<br />

are complete, up to date, and in good physical condition before filing them.<br />

Become familiar with all the places in the clinic where a medical record may be stored<br />

in order to retrieve it when needed.<br />

Maintain and purge records.<br />

Maintain a clean and orderly reception desk and retail area. Clean and restock front<br />

area as needed. Keep reading and educational materials current and orderly. Replace<br />

outdated or damaged materials.<br />

Mail correspondence as directed such as client letters or sympathy cards.<br />

Write or update client handouts as directed by the doctors. Restock copies of often<br />

used handouts on a regular bases.<br />

Maintain Health and Rabies certificate in files, including preparing them to be sent to<br />

the appropriate government agencies.<br />

Know how to set up new documents in Cornerstone using bookmarks and<br />

transferring documents from another word processing program. Be familiar with mail<br />

merge.<br />

Know how to find and print any handout, manuals, etc. from the computer.<br />

Have a working knowledge of the different computer programs used in the clinic.<br />

Learn how to use and maintain all office equipment. This includes making sure<br />

printers/faxes have paper loaded and useable ink or toner.<br />

Copy and mail or fax patient records when requested.<br />

Assist the veterinary assistants, technicians, and veterinarians as necessary with<br />

everyday clinic duties.<br />

Assist with inventory control by noting any supplies that are getting low and listing<br />

on the need to order list.<br />

End of day duties involve:<br />

◦ Lock doors (make sure front door is securely closed), switch sign, hang door<br />

curtain, close blinds, turn on answer machine.<br />

◦ Reconcile cash, checks, credit card receipts to End of Day Report and credit card<br />

report. Know how to look for and correct any mistakes that may cause it not to<br />

balance.<br />

◦ Prepare bank deposit.<br />

◦ Reconcile cash box making sure the balance is $50.<br />

◦ Process end of day in Cornerstone printing all reports.<br />

◦ Continue on to process end of month and year as required.<br />

◦ Make computer back up and take home the disk.<br />

◦ Put cash box in cabinet and lock it, lock all drawers, and put away keys.<br />

◦ Empty coffee pot.<br />

◦ Refill paper in printers, fax machine.<br />

◦ Make sure next day reminder calls were made and all files are set up including any<br />

boarders who may come in.<br />

Perform any other duties as required.

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