4 min read

Medical Secretary Job Description and Top Skills

Team Glider

Updated on February 28, 2024

What is a Medical Secretary?

A Medical Secretary is responsible for performing various administrative duties in a medical office or clinic, including scheduling appointments, managing medical records, coordinating patient referrals, and assisting with billing and insurance claims. Medical Secretaries serve as the primary point of contact for patients, healthcare providers, and other stakeholders, providing excellent customer service and administrative support to facilitate patient care and clinic operations.

Medical Secretary Job Description

Are you organized, detail-oriented, and passionate about providing administrative support in a healthcare setting? We’re seeking dedicated individuals to join our team as Medical Secretaries. As essential members of our healthcare facility, successful candidates will play a crucial role in ensuring smooth and efficient operations by managing administrative tasks and supporting medical staff and patients.

As a Medical Secretary, you will have the opportunity to contribute to the overall efficiency and effectiveness of our healthcare facility by ensuring accurate and timely administrative support and maintaining high standards of professionalism and confidentiality.

The ideal candidate will possess strong organizational skills, excellent communication abilities, and a customer-focused mindset, with the ability to thrive in a fast-paced, patient-centered environment.

What Does a Medical Secretary Do?

Appointment Scheduling and Coordination:

  • Schedule patient appointments, consultations, and follow-up visits, coordinating schedules with healthcare providers, patients, and other departments to optimize clinic workflow and patient access to care.

Medical Records Management:

  • Maintain electronic and paper medical records, ensuring accuracy, completeness, and confidentiality, and retrieving patient records as needed for appointments, referrals, and medical inquiries.

Patient Registration and Check-In:

  • Greet patients, verify demographic and insurance information, and complete patient registration and check-in processes accurately and efficiently, ensuring compliance with HIPAA regulations and clinic policies.

Billing and Insurance Processing:

  • Assist with billing and insurance processing tasks, including verifying insurance coverage, obtaining pre-authorizations, submitting claims, and following up on outstanding balances, to facilitate timely and accurate reimbursement.

Referral Coordination:

  • Coordinate patient referrals to specialty providers, diagnostic facilities, and other healthcare services, obtaining necessary authorizations, scheduling appointments, and communicating referral information to patients and providers.

Telephone and Email Communication:

  • Manage incoming calls and emails, triaging inquiries, scheduling appointments, and providing information and assistance to patients, healthcare providers, and other stakeholders in a professional and courteous manner.

Administrative Support:

  • Provide general administrative support to medical staff and clinic managers, including copying, faxing, scanning, and filing documents, ordering office supplies, and maintaining office equipment and supplies inventory.

Patient Education and Communication:

  • Provide patients with information about clinic services, appointment instructions, and patient education materials, answering questions and addressing concerns to promote patient satisfaction and understanding.

Quality Assurance and Compliance:

  • Ensure compliance with clinic policies, procedures, and regulatory requirements (HIPAA, OSHA), and participate in quality improvement initiatives, audits, and training programs to maintain high standards of patient care and safety.

How Much Do Medical Secretaries Make?

The median annual salary for Medical Secretaries in the United States is $44,154. Entry-level positions typically start at $39,186 per year, while experienced practitioners can earn as much as $49,322 annually.

Skill Requirements

  • Organizational Skills: Medical Secretaries must possess strong organizational skills to manage multiple tasks, appointments, and deadlines effectively, prioritize workload, and maintain accurate and orderly records and schedules.
  • Communication Skills: Medical Secretaries should have excellent verbal and written communication skills to interact with patients, healthcare providers, colleagues, and external stakeholders, conveying information clearly, empathetically, and professionally.
  • Customer Service Skills: Medical Secretaries should have strong customer service skills to provide courteous and compassionate assistance to patients, address their inquiries and concerns, and ensure a positive and welcoming experience during clinic visits.
  • Attention to Detail: Medical Secretaries must demonstrate attention to detail in performing administrative tasks, verifying patient information, and processing paperwork accurately, ensuring data integrity and compliance with regulatory requirements.
  • Computer Proficiency: Medical Secretaries should be proficient in using computer applications and office productivity software (e.g., EMR systems, Microsoft Office) to input, retrieve, and manage patient information, schedules, and correspondence efficiently.

Example KPIs for a Medical Secretary

  • Appointment Attendance Rate: This KPI measures the percentage of scheduled patient appointments attended, tracking appointment attendance rates and identifying factors influencing patient adherence to appointments to optimize scheduling and patient access to care.
  • Patient Satisfaction Score: This KPI assesses patient satisfaction with administrative services, gathering feedback through surveys or feedback forms, and identifying areas for improvement in appointment scheduling, registration processes, and customer service.
  • Billing and Insurance Claim Processing Time: This KPI tracks the time taken to process billing and insurance claims from submission to reimbursement, identifying bottlenecks and inefficiencies in the claims processing workflow and implementing process improvements.
  • Appointment Wait Time: This KPI measures the average wait time for patients between check-in and consultation with a healthcare provider, monitoring appointment wait times and implementing strategies to minimize patient wait times and improve clinic efficiency.

How Can Glider AI Help You with Hiring a Medical Secretary?

Glider’s recruitment platform is designed to streamline the hiring process for Medical Secretaries by leveraging AI-driven assessments and analytics. Utilize Glider AI Skill Intelligence™ to identify top-quality candidates, assess organizational and communication skills, and ensure a seamless, candidate-centric experience.

Glider AI’s Unique Features

Go ahead and spotlight your Medical Secretary with Glider AI today!

Schedule a Demo or contact us at info@glider.ai


Accelerate the hiring of top talent

Make talent quality your leading analytic with skills-based hiring solution.

Get started

Advanced Practice Nurse Job Description and Top Skills

What is an Advanced Practice Nurse? An advanced practice nurse (APN), also known as an advanced practice registered nurse (APRN), is a highly trained and specialized nurse with advanced clinical knowledge and skills. APNs have completed graduate-level education and hold advanced degrees, such as a Master of Science in Nursing (MSN) or Doctor of Nursing […]

Hospice Nurse Job Description and Top Skills

What is a Hospice Nurse? A hospice nurse, also known as a palliative care nurse, is a registered nurse (RN) with specialized training in providing compassionate end-of-life care to patients with terminal illnesses. Hospice nurses work collaboratively with interdisciplinary teams to address patients’ physical, emotional, and spiritual needs, focusing on comfort, dignity, and quality of […]

Patient Services Representative Job Description and Top Skills

What is a Patient Services Representative? A Patient Services Representative is responsible for providing front-line support to patients and their families, assisting with appointment scheduling, registration, insurance verification, and billing inquiries. Patient Services Representatives serve as the primary point of contact for patients, addressing their needs, answering questions, and facilitating access to healthcare services while […]