Front Desk (Tampa)

Basic Expectations

·      Clock In and Out when you come to work

o  You need to clock out for lunch if you take it.

Dress Code Options

·      Black Scrubs

·      Black Pants w/ Clay T-Shirt

·      Athletic Clothing

·      Professionalism

·      No jeans

Communication Expectations

·      Answering the Phone: “Hi, Thank you for calling Clay Health & Care. My name is_____. How can I help you?”

·      Podium: Check spelling.

o  Professionalism is important.

o  Whether texting, speaking or on the phone, you represent Clay.

·      Communicating with the team via Teams and email

Athena Knowledge

·      Register a patient

·      Scheduling appointments

o  Appointment Types

·      Inboxes

o  Patient Cases

o  Clinical inbox assignment

o  Check history

·      Support each other as a team

Front Desk : Priorities

·      Opening of Office – Arrive by 7:30am

o  Lights

o  TV

o  Music

o  Ensure office is picked up from night before

P aper put away

§ Ensure there is no trash or shipments visible from front door.

·      Prep for day schedule

o  Print blood labels

o  Prep folders for appointments

o  Print Vibrant Orders

o  Place orders as needed

·      Answer phones throughout the day

·      Check In Patients

o  Confirm everyone walking in is on the schedule and appointments are updated.

§ Athena is used for all patient appointments.

·      Athena records needs to include:

o  Add Insurance

o  Add Drivers License

o  Emergency Contact

o  Consents documented

o  Preferred traditional pharmacy

·      Support Athena Inbox

o  Help with inboxes in Athena

§ Focus on document labeling

o  Help with medical record request

o  Route files where they need to go

o  Notify Laurel/Shirley on Mondays with supplies needed

o  Send Appointment Reminders for the next two days

§ Send reminders 72 to 48 hours in advance

·      Facilities

o  Stock bathrooms

o  Stock office supplies

o  Notify Clinin Manager on Mondays with supplies needed

·      Charge patients for their in clinic services

o  Use HubSpot to pull up Clients record

o  Charge for in clinic services

§ Repeat Labs

§ Labs that have changed

§ Injections

·      Check out

o  Use clinical checkout sheet to ensure next steps for the patient are started

§ Schedule Follow up appointments

§ Input patient case for referrals if needed

§ Scan care outline into record

About Clay Health & Care

Clay Health & Care is reshaping the

healthcare landscape with an innovative approach that champions proactive "health & care" over traditional "sick care". At Clay, we are forging a new path by integrating the most crucial and impactful services under one roof. Our health and care hubs are tailored to meet the unique needs of every patient, ensuring they feel supported throughout their journey. Our vision is to create a holistic care experience by managing the administrative complexities behind the scenes. We provide seamless care, allowing patients to focus solely on their well-being. Join us as we revolutionize the future of healthcare.