Administrative Assistant

• Serve as the first point of contact for patients via phone, text, and email using clinic communication platforms (Spruce, OptiMantra, etc.)
• Schedule, confirm, and reschedule appointments; optimize provider calendars
• Assist with onboarding new patients by sending intake forms, clinic policies, and welcome information
• Process payments, invoices, and follow up on outstanding balances
• Maintain accurate records in the electronic health record (EHR)
• Support Good Faith Estimates, membership plans, and other patient documentation
• Coordinate supplement and prescription orders, including after-hours locker pickup system
• Monitor and route patient messages to appropriate staff or provider
• Support marketing tasks such as sending newsletters, posting to social media, and managing responses
• Assist with inventory coordination, supply re-ordering, and vendor communication
• Uphold clinic policies, compliance standards, and ensure a consistent patient experience
• Perform various administrative tasks as assigned (calls, faxes, filing, chart retrieval, scheduling)

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