Scheduler Sample Job Descriptions

Looking for a full-time remote scheduler to work at [Your Company Name]. The scheduler will be responsible for booking clients and patients for appointments. You must have excellent communication skills as well as the ability to accurately record, manage, and oversee data. Previous experience in scheduling and calendar software is not required but is a plus. You will be in charge of answering phone calls and emails from clients and potential clients, as well as scheduling appointments for consultations and visits. If any scheduling issues occur, it will be your responsibility to resolve these issues as well. You should be hardworking and have the ability to resolve any communication issues that may occur. If the duties described seem like they would fit you perfectly, please apply for this position. [Your Company Name] looks forward to hearing from you!

Typical duties and responsibilities

• Schedule appointments for patients
• Call for appointment reminders
• Answer phones and greet patients
• Submit billing and insurance claims
• Resolve questions and complaints
• Handle paper and electronic files
• Basic bookkeeping

Education and experience

Schedulers should have a high school diploma or equivalent. An associate degree in a business or medical field would be helpful, although it isn’t required. Some knowledge of health care would be a plus.

Required skills and qualifications

• Excellent verbal and written communication skills
• Computer skills, including Microsoft Office Suite (Word, PowerPoint, and Excel)
• Experience with electronic health records (EHRs)
• Strong interpersonal skills for dealing with patients, doctors, and staff
• Discretion and the ability to handle confidential information
• Organizational skills and the ability to multitask
• Calm, professional demeanor
• Attention to detail

Preferred qualifications

• Completed HIPAA training
• Experience with scheduling software and working in healthcare
• Obtained previous medical certifications
• Strong mechanical aptitude
• High ethical standards and the ability to hold accountability

Responsible for coordinating the day-to-day scheduling activities of a company operation. Maintain and expedite accurate schedules to appropriate departments. Communicate with production department, installers, and customers as necessary for scheduling dates.

Primary tasks and responsibilities

• Coordinates production schedules with vendors, sub-contractors, and customers to establish installation timelines
• Communicates installation date schedules to internal departments as appropriate to ensure product is delivered by established deadline
• Interacts with external customers, vendors, and internal staff to obtain information needed to facilitate work planning, scheduling prioritization, resolution of technical issues, incorporating changes, and identification of other special requirements
• Coordinates flow and work orders according to quality control inspections, schedule, and customer requests
• Communicates with customer regarding scheduling, status, and technical issues
• Maintains accurate records of all trades
• Utilizes computerized system for tracking, information gathering, and/or troubleshooting

Education and experience

• Must be at least eighteen years of age
• Must pass work eligibility requirements
• HS Diploma or GED required
• 0-2 years of experience in area of responsibility
• Experience using Microsoft Office Suite, Specifically Excel
• Preferred: Material resource planning and/or production control experience with Systems Applications Processes (SAP)
• Preferred: Experience in processes of warehouse operations and distribution programs

Physical demands

• While performing the duties of this job, the employee is regularly required to, stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone keyboard reach, stoop kneel to install computer equipment
• Specific vision abilities required by this job include close vision requirements due to computer work
• Light to moderate lifting is required

If your dream job is heavy on mail merging, pivot tables, and presentation design, this could be the scheduler job for you!

Your responsibilities in this role

• Back various projects for other employees
• Navigate through word processing, filing, and faxing
• Receive and direct visitors
• Appointment scheduling
• Handle telephone calls

Requirements

• At least 1 year of Administrative Assistant experience preferred
• Strong communication and social skills and able to receive criticism well
• Proficiency with diverse computer applications and experience with contract database systems
• Ability to use the internet for research
• Deep understanding of Microsoft Word
• Expertise in Microsoft Excel
• Dispatching experience

Role summary

In all of our centers, the first point of verbal contact for our patients is the Scheduler. As first impressions are lasting, our personnel must portray patience, understanding, professionalism, compassion, and accuracy.

Your key responsibilities

• Completes initial registration information of new patients following established policies and procedures
• Process referrals before scheduling new appointments
• Verifies coverage under eligibility
• Evaluate physician schedules to organize appointments
• Monitors automatic call reminder system; making sure that cancellations are identified and reconciled with the schedule
• Updates any changes of patient’s information in computer database and scans updated paperwork into Electronic Health Record (EHR) including documenting phone notes when appropriate
• Navigate through a patient’s chart in the EHR to locate appropriate information
• Verifies pharmacy information and other clinical information related to a patient’s visit
• Documents notes in computer when appropriate
• Other duties as assigned by supervisor

Minimum qualifications

• High school graduate or equivalent
• Excellent organizational and interpersonal skills
• Superior Telephone, computer, and typing skills
• Medical system experience & MS Office experience preferred
• One plus year(s) experience in a medical office setting required
• Ability to sit, stand, and communicate to patients and staff