Essential Functions – Key Duties and Responsibilities
- Verify accepted insurance plans and identify those requiring referrals.
- Address and resolve system red flags as they arise.
- Schedule new and follow-up appointments professionally and courteously, ensuring adherence to performance standards.
- Provide timely and professional responses to inquiries from patients, families, physicians, and staff.
Electronic Health Record (EHR) Documentation
- Access and update the EHR to communicate with clinical staff and/or physicians.
- Manage assigned EHR in-baskets, work queues, and scheduling templates in line with performance standards.
Additional Responsibilities
- Participate in departmental and organizational projects as assigned.
- Perform other related duties as needed.
- Adhere to safety protocols, HIPAA guidelines, and compliance policies.
Qualifications & Skills
- High School Diploma or GED required.
- Minimum of 1 year experience in customer service within a medical office, insurance, call center, or client services environment.
- Appointment scheduling experience required.
- Proficiency in Microsoft Office applications and EHR systems (Epic preferred).
- Strong organizational, problem-solving, and decision-making skills.
- Ability to multitask, remain flexible, and work independently while also collaborating effectively across departments.
- Strong written, verbal, and interpersonal communication skills, including professional telephone etiquette.
- Demonstrated discretion and sound judgment when handling confidential information.
Work Schedule & Location
- Monday–Friday.
- Remote role.
- Applicants must be located outside of San Francisco; preference given to candidates in East Bay, South Bay, or North Bay.
Compensation & Benefits
- Time Off: 11 paid holidays, 1 floating holiday, and 3 weeks of paid time off.
- Retirement Plans: 401(k) with employer contributions and a profit-sharing plan.
- Insurance Coverage: Medical, dental, vision, life, and disability insurance (company-paid).
- Additional Perks:
- Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA).
- Paid parental leave.
- Employee Assistance Program (EAP).
- Employee discount program.
- Remote worker stipend and work-from-home equipment setup.
Equal Opportunity Statement
California Pacific Orthopaedics is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, marital status, protected veteran status, or disability.