Updated: July 27, 2024 - An Appointment Scheduler facilitates scheduling for new and established patient appointments across multiple locations, incorporating a comprehensive understanding of specific insurance requirements and patient demographics into the scheduling system. This role entails completing tasks efficiently, maintaining open lines of communication, acting as a liaison between departments, and working independently with minimal supervision. Efforts include presenting a positive attitude, forwarding calls appropriately, and proactively recognizing and executing unassigned duties to support the team.


Tips for Appointment Scheduler Skills and Responsibilities on a Resume
1. Appointment Scheduler, Crescent City Physicians, New Orleans, LA
Job Summary:
- Follow-up appointments within the practice.
- Answer incoming calls promptly and transfer appropriately.
- Must be able to take complete and accurate messages, delivered in a timely fashion.
- Input new patient demographics and scan referral documents.
- Assist with sorting patient portal requests.
- Identify fax content and move it to the appropriate e-folder.
- Answer calls from patients and families to schedule appointments in Epic.
- Register new patients in the system.
- Update insurance information as appropriate.
- Demonstrate exceptional customer service and patient focus to make each encounter as positive as possible.
- Work closely with clinical colleagues and administrative teammates to develop a cohesive, high-performing team.
Skills on Resume:
- Excellent Communication Skills (Soft Skills)
- Organization and Time Management (Hard Skills)
- Attention to Detail (Hard Skills)
- Technical Proficiency (Hard Skills)
- Customer Service Orientation (Soft Skills)
- Team Collaboration (Soft Skills)
- Adaptability (Soft Skills)
- Problem-Solving Skills (Soft Skills)
2. Appointment Scheduler, Queens Health Network, New York, NY
Job Summary:
- Scheduling of new and established patient appointments for multiple locations
- Knowledge of specific insurance requirements
- Complete information on the computer including patient demographics and detailed insurance data
- Completing tasks timely, completely, and correctly
- Documents appropriate information in the scheduling program
- Make every effort to remain a flexible, cooperative, and supportive member of the staff
- Act as a liaison between other departments within the office
- Maintain friendly open lines of communication
- Performs all duties in an independent manner with minimal direction and supervision
- Recognizes and performs duties that need to be performed, although not directly assigned
- Present a friendly and positive attitude when answering phones
- Forwarding of calls to appropriate team members/departments
Skills on Resume:
- Appointment Scheduling (Hard Skills)
- Insurance Knowledge (Hard Skills)
- Data Entry (Hard Skills)
- Task Management (Hard Skills)
- Documentation Skills (Hard Skills)
- Team Collaboration (Soft Skills)
- Independence and Initiative (Soft Skills)
- Customer Service Orientation (Soft Skills)
3. Appointment Scheduler, City Health Systems, Houston, TX
Job Summary:
- Efficiently schedules the patient procedures, tests, and lab work such as x-rays, MRI CT Scans, etc. as ordered by physicians and nurse practitioners.
- Accommodate physician and nurse practitioner scheduling.
- Review history and medication with the patient to ascertain the correct prep for the patient, and communicate any medication changes
- Accurately enter data into Allscripts.
- Promptly and accurately remove/move scheduled procedures in AllScripts when moved/canceled to keep the schedule current at all times.
- Respond to incoming ancillary scheduling requests as calls are received, and promptly return calls from voice mail.
- Schedule a patient’s inappropriate facility in order for a patient to receive maximum insurance coverage & reimbursement.
- Pre-certifies MRIs, CTs, and another testing by insurance companies.
- Complete Physician Diagnostic Referral form & lab work requisitions and confirm ICD-10 and CPT codes.
- Coordinate scheduling of procedures with the scheduling department.
- Initiate referrals to physicians and medical centers for consults and follow-ups.
- Provide the Call Center with referral information for continued processing.
Skills on Resume:
- Organizational Skills (Soft Skills)
- Communication Skills (Soft Skills)
- Medical Terminology Knowledge (Hard Skills)
- Data Entry Proficiency (Hard Skills)
- Attention to Detail (Soft Skills)
- Insurance Knowledge (Hard Skills)
- Administrative Skills (Hard Skills)
- Interpersonal Skills (Soft Skills)
4. Appointment Scheduler, Summit Medical Group, Knoxville, TN
Job Summary:
- Following up on leads and scheduling appointments within the designated time frame
- Consistent production of appointments made and confirmed with qualified customers
- Communicate and inform the department manager of the status of the leads generated
- Maintain up-to-date knowledge of the technical and performance requirements essential to perform the position.
- Establish, maintain, and fine-tune the skills and abilities required to perform the position to the standards set.
- Seek to understand and then comply with all company policies and procedures
- Perform consistently the duties and responsibilities assigned to the standards and goals established for the position.
- Prioritize clinic workload to keep exam rooms filled and to assist physicians and nurse practitioners.
- Clear, stock and prepare exam rooms at the end of each day for the following day’s patients.
- Respond to requests from physicians, nurse practitioners, patients, and families in a timely manner.
- Print schedules for physicians and nurse practitioners.
- Prepare procedure charts for physicians, assuring that all appropriate information is included and is accurate.
- Collaborate with Medical Records to obtain missing information.
- Accurately enter information into the Medical Manager
Skills on Resume:
- Appointment Scheduling (Hard Skills)
- Customer Qualification (Hard Skills)
- Communication (Soft Skills)
- Technical Knowledge (Hard Skills)
- Skill Development (Hard Skills)
- Adherence to Policies and Procedures (Soft Skills)
- Task Management (Hard Skills)
- Organization and Attention to Detail (Soft Skills)
5. Appointment Scheduler, Elite Physical Therapy, Providence, RI
Job Summary:
- Take messages from patients, record them in Urochart, and route them to the appropriate staff member to complete.
- Phone calls regarding hospital consults are recorded in a notebook and sent a page to the appropriate doctor.
- Monitor doctor’s schedules periodically throughout the year to call and reschedule patients who have appointments on dates when the doctors will be out of the office.
- Send out weekly meeting schedules to each doctor and block out doctors’ schedules.
- Contact Medical Staff offices for all hospitals fourth quarter to obtain the list of meetings the doctors are required to attend.
- Block out in MD suites and the Call Master schedules doctors’ schedules for any time off requests when will be out of the office. Maintain log of doctors' meetings and time off requests.
- Input patient information in the reminder do not call system (reminder pro) for patients who DO NOT wish to receive calls.
- Monitor Reminder Pro to make sure it is working properly and that the computer is rebooted at least every two weeks.
- Program new patient packets in the copier and maintain an adequate inventory of new patient packets.
- Maintain Stent log. To make sure patients return for removal of stent placement in a timely fashion.
Skills on Resume:
- Communication Skills (Soft Skills)
- Organizational Skills (Hard Skills)
- Attention to Detail (Soft Skills)
- Time Management (Soft Skills)
- Technical Skills (Hard Skills)
- Interpersonal Skills (Soft Skills)
- Problem-Solving Skills (Soft Skills)
- Inventory Management (Hard Skills)
6. Appointment Scheduler, Advanced Dermatology, Miami, FL
Job Summary:
- Ensure appointments are scheduled for pickup and/or delivery with shippers and receivers utilizing various scheduling methods including the following Phone call, Email, and Customer website
- Schedule appointments utilizing the expectations and scheduling guideline processes as outlined by each customer
- Provide timely and professional written and verbal responses to customer requests
- Monitor any team mailboxes
- Resolve simple exceptions to any pre-defined processes
- Make appointment and date changes as requested by the customer within the Transportation Management System
- Run, format, and distribute any reports to the appropriate internal or external parties
- Contributing to projects that utilize the TMC project-based delivery model
- Attempting to resolve objections in accordance with established guidelines
- Multitasking and operating several applications along with proficiency in G-Suite
- Ability to operate in a fast-paced environment
- Possessing excellent verbal and written communication skills
Skills on Resume:
- Appointment Scheduling (Hard Skills)
- Customer Service (Soft Skills)
- Attention to Detail (Soft Skills)
- Adaptability (Soft Skills)
- Report Management (Hard Skills)
- Project Contribution (Soft Skills)
- Problem Solving (Soft Skills)
- Multitasking and Proficiency in Applications (Hard Skills)
7. Appointment Scheduler, Pacific Medical Centers, Seattle, WA
Job Summary:
- Responsible for scheduling patient appointments in a multi-specialty, multi-location environment.
- Accurately recommends physicians and schedules into more than 18 medical specialties with individual scheduling criteria for 100+ providers.
- Responsible to identify and coordinate the required medical test prior to seeing a physician for a physical examination or to bring a patient in fasting.
- Creates patient orders in the electronic health record with correct diagnostic codes for physician's review for laboratory and imaging testing.
- Coordinates diabetes-focused visits which include identifying and scheduling required diabetic labs
- Identifying correct diagnostic codes for diabetic orders, and also identifying if an ophthalmology or podiatry appointment
- Coordinates appropriate patient appointments for the SMG Hedis outcome initiative which is tied to physician dashboards.
- Must be able to identify WC/MVA insurance cases for referral to a case coordinator.
- Perform patient account upgrades including demographics, health insurance, referring provider, and PCP.
- Must be knowledgeable and conversational in all health insurances that are par or non-par with SMG.
- Adheres to the call center schedule while being accountable for following specific call quality guidelines and measurements.
- Review any outstanding monies due to SMG when scheduling appointments.
- Must be comfortable with daily extensive computer use navigating multiple applications while engaging in conversations with patients or clinical office staff.
Skills on Resume:
- Appointment Scheduling (Hard Skills)
- Medical Terminology (Hard Skills)
- Coordination Skills (Hard Skills)
- Insurance Knowledge (Hard Skills)
- Electronic Health Record (EHR) Management (Hard Skills)
- Customer Service Skills (Soft Skills)
- Attention to Detail (Soft Skills)
- Computer Proficiency (Hard Skills)