Client Liaison

Job Description

Responsible for greeting incoming clients and visitors, relaying incoming phone calls, and performing various clerical duties in a professional manner.

Essential Functions

  • Answer multi-line telephone system, take accurate messages, screen and direct telephone calls to the appropriate person in an efficient manner.
  • Greet and identify patients and visitors as they enter the office in reference to the daily schedule and obtain additional patient information as needed.
  • Request patients and visitors be seated in the waiting room in a courteous manner and communicate unexpected delays when necessary.
  • Review patient charts to ensure proper documentation and information are enclosed in accordance with practice guidelines.
  • Acquire necessary medical records and documents for patient charts by communicating via telephone, facsimile or in person with other office locations or office personnel.
  • Maintain a neat and organized waiting room and order supplies as needed.
  • Schedule patients for appointments and “re-call” appointments in an efficient and productive manner.
  • Apply knowledge of sterile techniques and OSHA regulations.
  • Receive payments from patients for services rendered and prepare bank deposits on a daily basis.
  • Maintain accounts receivable records and place necessary collection calls to patients and insurance companies in a professional manner.
  • Create financial arrangements with patients for all treatment.
  • Enter financial transactions and miscellaneous correspondence on computer.
  • Maintain exam rooms in a neat and clean manner at all times.
  • Comply with patient needs at all times.
  • Escort patients from waiting room to examination rooms.
  • Review patient charts to ensure they contain all pertinent information and are placed in designated areas for Physicians’ use.
  • Alert Physicians of patients’ allergies prior to beginning exams.
  • Assist Physicians with injections and/or other procedures as necessary.
  • Monitor supply levels, and replace as needed.
  • Instruct patients regarding information needed once they leave the office to include: medication usage and therapy instruction.21. Photocopy information given to patients, and place copies in appropriate charts.
  • Perform other related duties as assigned.

Required Skills

  • Oral Communication Skills
  • Written Communication Skills
  • Technical Communication
  • Telephone Etiquette
  • Customer Relations
  • Diplomacy
  • Filing
  • Math Aptitude
  • Organization
  • Professionalism
  • Reading Skills
  • Time Management


Degree: High School Diploma or Equivalent
Medical Assistant Certification (If Applicable)


Prior secretarial experience beneficial.


Email an updated CV to [email protected]