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6-10 years of experience
material to increase clientele. Resulted in a 1000% increase, went from 5 to 55 clients within 2 years.
- Within 1 year promoted to Tax Professional
- Imputed demographic information into the Tax Professional system and collected tax prep fees from the customers.
- Prepared IRS tax forms along with the Department of Taxation and Finance for tax customers to obtain Federal & States Income Tax returns.
- Provided cashier assistance by taking monies and checks to pay for tax services, checked for dates of income tax checks availability and scheduled appointments for tax preparing process.
0-5 years of experience
Scheduled appointments, answered telephones, screened and routed calls to appropriate destinations
- Verified and updated information onto computer systems
- Reviewed and collected insurance information
- Conducted outbound calls and prepared mass mailings for new patients
- Created quarterly new member enrollee reports
- Performed a variety of interpretation services for non- English speaking patients receiving care
6-10 years of experience
Provided all front office functions to help maintain a steady operation of patient care.
- Provided customer service to ensure patient satisfaction.
- Verified, edited, and entered patient data via computer.
- Answered phones, verified insurances, and prepared all written correspondence to patient’s charts.
- Initiated the creation of new forms to help provide the department staff with a better understanding of correct billing procedures, which increased revenue.
- Informed patients of all fees regarding services rendered.
- Provided staff support to accommodate patient care.
6-10 years of experience
Assisted in performing clerical duties in support of patient care and unit standardization.
- Facilitated the communication process via phones, mails and managed to sorted and distributed mail to appropriate personnel.
- Coordinates all activities related to the patient admission, discharge, and transfer processes.
- Communicated effectively with all patients and their relatives and associates concerning the treatment process.
- Scheduled patient appointments and contact transportation companies.
- Established and accurately maintained all files, logs and medical records.
0-5 years of experience
Provided customer service and clerical support to the Department of Emergency Medicine
- Answered phones, transmitted messages and provided coverage for vacation and sick calls within the departmental offices
- Distributed mail and signed for all incoming and outgoing deliveries
- Managed daily calendar, scheduling appointments and meetings in conference rooms
- Prepared and distributed documents and materials to all departments
0-5 years of experience
Managed and operated Excel and Access database systems containing 200+ TR recipients’ group
treatment activity and department reports
- Conducted trainings on new database system for licensed creative arts therapists and associate
- Revised and maintained statistical data
- Worked on additional projects with senior staff as needed
0-5 years of experience
Checked records for accuracy of information with established policy and procedures
- Issued and amended death certificates
- Made proper identification of deceased through photo
- Maintained records of all deaths reported
- Interviewed police officers on behalf of the District Attorneys
- Monitored and provided professional customer service to the public.
0-5 years of experience
Performed routine typing, computer tasks, Xeroxing, filing, and prepared routine reports as directed.
- Provided continuous telephone coverage: answering incoming calls, delivered written and oral messages.
- Placed calls when requested, placed and answered page requests for MD’s and other staff on unit.
- Maintained patient’s charts and ensure all assessments are complete on admission.
- Assisted with training other personnel in clerical; duties/obtained and distributed pay checks.
0-5 years of experience
Operated front desk; greeted visitors, answered multi phone line system, emailed, filed, faxed and sorted mail
- Received training in GHX Procurement Suite, Oracle Ecommerce and purchasing procedures
- Accurately completed purchase orders for temp agencies; performed mathematical computations, checked records, processed information
- Professionally and courteously handled questions and concerns over the telephone
- Screened visitors and vendors and directed them appropriately to purchasing staff
- Created spreadsheets and documents for maintaining data records
- Assisted team in accomplishing tasks and goals
0-5 years of experience
Prepared correspondence and reports at senior management’s request
- Operated office equipment, such as photocopiers, facsimile machines, and computers
- Answered telephones and recorded messages for staff follow-up
- Organized sanitation workers’ supplies and reported accurate usage for re-order of supplies
- Maintained and updated office filing system and database
0-5 years of experience
Assisted a prestigious team of physicians and nurses in the Medicine Department to ensure the register of patients was accurate.
- Processed daily admissions and discharges as well as maintained Medical Records and outpatient notes as required.
- Assisted Nurse Manager with obtaining and balancing the daily census.
- Handled and directed all telephone queries with a high degree of sensitivity and confidentiality.
- Schedule appointments, greeted patients and relayed messages to physicians and nurses.
- Verified information with nursing staff on various units and used critical thinking skills to prioritize and report discrepancies.
- Performed floatation in OR, Maternity, Pediatrics, ICU, CCU, Telemetry and various medical surgical wards.
10+ years of experience
Compiled daily, weekly, and monthly statistical reports
- Filed and removed file folders and other requested materials, following an established alphabetical, numerical, or other sequenced order
- Maintained appropriate outcards and records in order to provide information as needed
- Updated statistical records and reports by checking source documents, in order to provide timely information
- Escorted clients to caseworkers for interviews, and assisted office manager in distributing stock and materials to staff on a scheduled basis to ensure adequate levels of supplies
- Facilitated communication within the Statistical Unit and with the supervisor by answering calls and transferring calls to appropriate individual units
6-10 years of experience
- Supervised 5 clerical associates/administrative assistants in their day-to-day responsibilities and ensure timely and accurate completion of tasks/duties.
- Provided support to the Department Director in carrying out his day to day responsibilities and commitments.
- Reviewed correspondence and reports for accuracy and ensure timely completion of all documents for the department.
- Verified time sheets and attendance records and develop work schedule for department.
- Monitored and maintained employee’s time and leave and other ongoing activity pertaining to attendance hardships or medical leave.
0-5 years of experience
Welcomed patients by greeting them, in person or on the telephone.
- Produced data lists, spreadsheets and reports in Microsoft Excel.
- Performed routine office duties, such as answering phones and maintaining supplies.
- Provided clinical support, as well as, administrative support in the Hemodialysis department and other clinics.
- Maintained safe and clean reception area by complying with procedures, rules, and regulations.
0-5 years of experience
Arranged staff assignments, schedules and reports.
- Served as a liaison between staff, patients, families and visitors.
- Assisted in processing admissions and discharges.
- Ordered medical equipment and arranged patient escorts.
- Interpreted information for Spanish speaking patients.
- Answered telephones, took messages and routed called.
- Maintained medical charts and performed administrative tasks such as faxing and filing.
- Trained new personnel.
10+ years of experience
Perform moderately difficult data entry onto numerous databases as well as retrieving case numbers and relevant case information from internal Law Department management database
- Operate automated office equipment such as: photocopy machine, facsimile, printers and phones
- Assisted attorneys in the preparation and maintenance of numerous case file, Motions, Cross Motions and settlement papers
- Redact, scan, duplicate, and organize motions to be filed at numerous courts
- Deliver, pick up files and legal documents from numerous clients throughout the five boroughs
- Occasionally maintained and inventoried supplies for two fully staffed Divisions which consist of forty seven attorneys and seventeen support staff at the Law Department
- Distribute mail, filing and other administrative assignments
0-5 years of experience
- Assisted in training newly hired staff.
- Performed automated and manual error-free registration.
- Safeguarded and maintained patient’s confidentiality while interviewing patients during registration.
- Scanned, answered phones and undertook other clerical assignments as determined by department head.
- Assisted department in maintaining MISYS white board while checking patient logistics.
6-10 years of experience
Maintained medical record for all incoming patients.
- Updated records with diagnostic reports, lab tests and other medical information.
- Retrieved emergency room files and distributed summaries to the proper staff.
- Maintained and updated patient information in computer data base.
- Reconciled daily reports for management review.
6-10 years of experience
- Coordinated all activities related to the patient admissions, discharges and transfers
- Scheduled and performed all data entry tests such as MRI’s, CAT Scans and X-rays
- Accurately maintain all files, logs and medical records
- Communicated clearly and concisely the interpretation of rules and regulations while cooperatively assisting all staff members, patients and the public
0-5 years of experience
Provided office wide services to support Case Managers in the day to day operation of the office.
- Managed incoming and outgoing mail.
- Answered phones.
- Prepared case files for processing.
- Monitored voicemails and organized according to priority.
- Aided with front desk and customer assistance.
- Operated office equipment; fax machine, computer, copier.
Clerical Associate Duties and Responsibilities
Clerical associates and others who perform administrative tasks are important to the functioning of medical establishments. Their work keeps operations flowing and contributes to patient care. Doctors count on them to be accurate, thorough, and compassionate. Some of the core tasks for which clerical associates are responsible include:
Greeting Patients Either by phone or in person, clerical associates are often the first people patients encounter at a healthcare facility. Being welcoming and knowledgeable conveys the right impression of the employer.
Recording Information Correct data in the facility’s system ensures better service and an easier time dealing with insurance companies. Clerical associates ask patients questions to verify basics such as name, address, and phone number. They also photocopy insurance cards.
Scheduling Appointments Clerical associates field calls from people desiring medical appointments. They also work with patients after they see a doctor to set up further visits there or at other facilities. Such work may involve securing transportation, filling out admission or referral paperwork, and contacting insurance companies to secure approval and discuss costs.
Administrative Services Photocopying, distributing mail, putting together mailings, typing letters, sending faxes, ordering office supplies, responding to emails, managing conference rooms, boxing up outgoing packages, conveying messages to staff members, and handling payroll are some of the many office tasks clerical associates may be called upon to do.
Clerical Associate Skills
Because they deal with people on a regular basis, clerical associates should possess solid interpersonal skills. An empathetic, patient nature helps them relate to those coming in for medical services. Other qualities that hiring managers look for in candidates for clerical associate positions include:
- Multitasking with ease since a busy facility requires attention to many matters at the same time
- Attending to customer service through friendliness, willingness to explain things in detail to patients, and general helpfulness at providing a positive experience
- Exhibiting a commitment to learning since the position may involve unfamiliar terminology or procedures
- Checking work carefully because errors can cause serious problems in treatment and/or insurance coverage
- Understanding and maintaining patient confidentiality, including laws that protect private health information
Clerical Associate Education and Training
Clerical associates are high school graduates. The majority of them also have post-secondary training, oftentimes in a medical-related field such as health information or medical office administration. Holding an associate’s degree or higher can increase job prospects. New hires should be prepared for on-the-job training to get them up to speed on the terms and actions specific to their individual facility or department, such as cardiac care or radiological services.
Clerical Associate Salary
The median annual salary for clerical associates, categorized by the BLS under “medical secretaries,” is $33,730. Clerical associates in the 10th percentile earn about $23,200 a year, and the highest paid make in excess of $49,700 a year. Clerical associates in Washington, Massachusetts, and Connecticut make the highest median salaries in the U.S. – $41,300, $40,900, and $40,750, respectively.
Clerical Associate Resources
As you think about whether becoming a clerical associate is right for you, these books can aid in the decision-making process:
Medical Receptionists and Secretaries Handbook – This book “encourages an understanding of the importance of administrative staff in providing high standards of patient care and promotes teamwork throughout the whole healthcare environment.”
Handbook for Hospital Secretaries and Receptionists – Learn about the various departments within a hospital and get a handle on medical terminology in this book written by a 30-year veteran in the field.
Administrative Cover Letter Examples
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Clerical Associate
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
