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Vancouver, Washington Legacy Health
Clinic Services Specialist Lead / Medical Receptionist Lead


Job ID: 21-19149
Type: Regular Full-Time
Salmon Creek Medical Ctr campus


Clinic patients arrive with questions, concerns and hesitations. You put them at ease with a calm and friendly demeanor that exemplifies the Legacy mission. Physicians and other staff know they can rely on you to provide the best possible patient experiences, which is why you'll have an opportunity to mentor others as you grow with Legacy.

Primary responsibilities for this role include scheduling, insurance verification, registration, balancing of copay money, and balancing of daily or weekly deposits. This position serves as a resource for other staff, problem solves independently and is self-directed. Responsibilities as a lead may include workflow coordination, problem solving and creating staff schedules.


CSS Duties :

Greets members, patients, visitors and others and provides complete and meaningful information. Participates in ensuring patient's comfort and personal care activities.

Schedules patient appointments

Makes confirmation calls to patients

Provides basic information to patients about the clinic, directions to buildings, etc.

Creates new patient packets including letters to new patients.

Checks in walk-in patients

Pulls, files and locates necessary charts, as needed. Assists medical records clerks if necessary

Enters appropriate data into computer systems and creates reports as necessary

Performs complex insurance verification and pre-verification of insurance including eligibility checks and complex phone calls to insurance companies

May perform a limited amount of coding and charge entry, including using E-chart, AS400 and other appropriate systems

Performs other clerical duties as necessary including, but not limited to printing forms, photocopying, faxing, answering phones, sorting and delivering mail, and ordering office supplies


Oversees the daily work load of the CSS staff, including assignments, work flow, problem-solving, etc.

Create the staff schedule, including coverage for vacations and sick days

Facilitates communication amongst staff, providers and management

Collaborates with other areas, site coordinators, departments and customers in problem solving and project management

Coordinates orientation of new staff

Coordinates with contract services

May serve as the payroll timekeeper


Addresses patient issues including inappropriate behavior, complaints and care concerns, following up as needed

Prepares reports and monitors departmental success towards given targets and objectives


Assists manager with performance appraisals

Identifies and initiates counseling regarding performance issues, notifying manager as appropriate

Identifies staff needs and arranges in services/education as indicated

Assists with the hiring process

Plans and leads meetings, and participates in work groups and task forces as identified and negotiated with manager

Assists with development and implementation of new and existing procedures and guidelines


Experience: A minimum of three years of progressively more responsible health care experience or equivalent education in at least one of the following areas required:

  • Admitting
  • Medical Records/Health Information
  • Applicable clerical support experience

Skills: Communications skills. Basic computer/data entry skills. Work efficiently with minimal supervision, exercising independent judgment within stated guidelines.


Follows guidelines set forth in Legacy's Values in Action.

Equal Opportunity Employer/Vet/Disabled