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Medical Secretary Job Description: Template, Duties, Skills and the Clinical Secretary Version

Abinayasree C

Updated on February 28, 2024

Medical Secretary Job Description: Template, Duties, Skills and the Clinical Secretary Version

Abinayasree C

Updated on February 28, 2024

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Quick answer: A medical secretary runs the administrative side of a healthcare office: scheduling appointments, keeping patient records accurate, preparing correspondence and supporting billing. They do not provide clinical care. A clinical secretary does the same core work inside a clinic, ward or specialty unit, with more contact with nurses and consultants.

What a medical secretary does

A medical secretary keeps a practice organized so clinicians can focus on patients. The role covers the front desk, the records system and much of the paperwork that moves between the office, insurers and other providers.

Medical secretaries work in physician offices, hospitals, dental practices, behavioral health clinics, rehabilitation centers and nursing facilities. In every setting, small administrative errors can turn into clinical problems. A wrong date of birth or a misfiled result can delay care. That is why accuracy sits at the center of this job description.

Medical secretary job description template

Copy this template and replace the bracketed text with your own job details.

Job title: Medical Secretary [or Clinical Secretary]

Department and reporting line: [Practice name, department], reports to [Practice Manager]

Schedule: [Full time or part time, hours, any weekend coverage]

Role summary: We are looking for an organized medical secretary to manage scheduling, patient records, correspondence and billing support for our [specialty] practice. You will be the first point of contact for patients and a key partner for our clinical team.

Essential job duties:

  • Schedule, confirm and reschedule patient appointments and send reminders
  • Register new patients and verify insurance eligibility
  • Maintain accurate electronic health records and index incoming documents
  • Prepare referral letters, results letters and other correspondence
  • Transcribe dictation when required
  • Post payments, prepare invoices and flag claim denials for the billing team
  • Answer phones, emails and patient portal messages
  • Protect patient privacy in line with HIPAA

Requirements:

  • High school diploma or equivalent
  • 1 to 2 years of work experience in a medical office or similar setting
  • Working knowledge of medical terminology
  • Experience with [EHR system] and practice management software
  • Accurate typing and data entry

Nice to have: medical office certificate or associate degree, CMAA certification, bilingual skills.

Working conditions: office based, mostly seated computer work, frequent phone and in person contact with patients, occasional pressure during busy clinic sessions.

Pay: [Salary range or hourly rate], plus [benefits].

Accommodations: [Your equal opportunity and reasonable accommodation statement.]

Medical secretary duties and responsibilities

Scheduling and front office

Booking new and follow up visits, handling cancellations, sending reminders and greeting patients at check in. Scheduling appointments well is the single biggest factor in a smooth clinic day.

Medical records

Maintaining charts, indexing documents, processing records requests and catching errors such as duplicate patient profiles or missing signatures.

Correspondence and transcription

Writing referral and result letters, preparing reports and transcribing physician dictation into the record.

Billing support

Checking eligibility, preparing invoices, posting payments, flagging denials and explaining balances to patients. State clearly in your posting how much billing the role includes, since this varies widely between practices.

Clinical secretary job description: what changes

A clinical secretary is a medical secretary based in a clinic, hospital ward or specialty unit. Some hospitals call the role ward clerk or unit secretary. The core job duties stay the same, but the work sits closer to clinical teams.

Typical clinical secretary duties include:

  • Scheduling appointments and preparing daily clinic lists
  • Processing admissions, transfers and discharges
  • Typing consultant letters and clinic notes
  • Tracking test results and chasing outstanding reports
  • Coordinating with nurses, doctors and allied health staff
  • Keeping ward or unit records current

A clinical secretary job description should ask for stronger medical terminology knowledge and experience in a hospital or specialty clinic. Mention the specialty, such as oncology or cardiology, so candidates understand the vocabulary they will use.

Skills and qualifications

Most employers ask for a high school diploma and prefer a medical office certificate or associate degree. Certifications such as the Certified Medical Administrative Assistant (CMAA) are helpful but usually optional.

Hard skills

  • Medical terminology
  • EHR and practice management software
  • Typing speed and accuracy
  • Insurance and billing basics
  • Transcription
  • HIPAA and privacy rules

Soft skills

  • Clear, calm communication with patients
  • Attention to detail
  • Organization and time management
  • Empathy and discretion

Working conditions

Medical secretaries usually work regular weekday hours, though hospitals and urgent care clinics may need evening or weekend cover. The work is mostly seated and screen based. Phones, walk in patients and clinician requests often arrive at once, so the ability to stay accurate under interruption matters. Describing these working conditions honestly in your posting reduces early turnover.

Medical secretary salary

The original version of this page cited Salary.com data: a median of about $44,154 per year, about $39,186 at entry level and about $49,322 for experienced roles. Healthcare pay changes quickly, so check current local data before you set a range or make a job offer.

Medical secretary vs similar roles

RoleMain focusClinical tasks
Medical secretaryScheduling, records, correspondence, billing supportNo
Clinical secretarySame work inside a clinic, ward or unitNo
Medical receptionistFront desk, phones, check inNo
Administrative medical assistantOffice administration with some patient intakeNo
Medical assistantClinical support such as vitals and specimen collectionYes

Related templates: medical receptionist job description, administrative medical assistant job description, medical assistant job description and the general secretary job description.

How to write an effective medical secretary job description

  1. Use a plain title. “Medical Secretary” or “Clinical Secretary” matches what candidates search for.
  2. List essential functions separately. This helps with ADA compliance and sets clear expectations.
  3. Name your systems. Candidates with experience in your EHR ramp up faster.
  4. Be specific about billing. Say whether it is light support or a core part of the job.
  5. Include pay. Postings with a range attract more qualified applicants.
  6. Separate duties from requirements. Keep job duties and work experience in different lists.
  7. Describe working conditions. Hours, pace and setting all affect fit.

Hiring checklist for a medical secretary

  1. Confirm the title and reporting line
  2. Define the billing and records scope
  3. List the essential functions
  4. Test typing and data entry accuracy
  5. Test medical terminology
  6. Run a short patient phone scenario
  7. Verify identity and any certifications
  8. Check references from busy office roles

How Glider AI helps you hire medical secretaries

Glider AI is a Findem company. Its skill assessments let you test medical terminology, data entry and scenario judgment before the interview. AI interviews score answers against a consistent rubric, and ID verification matches photo ID, a live selfie, location and audio across stages so the person you hire is the person who applied. See more on healthcare recruiting or browse the full job description library.

FAQs

What does a medical secretary do?

A medical secretary manages scheduling, patient records, correspondence and billing support in a healthcare setting. They handle administrative work, not clinical care.

What should a medical secretary job description include?

A job title, reporting line, schedule, role summary, essential job duties, requirements, working conditions, pay and an accommodations statement.

What is a clinical secretary job description?

It describes a medical secretary who works in a clinic, ward or specialty unit. It adds duties such as clinic lists, admissions and discharges, consultant letters and result tracking.

What skills does a medical secretary need?

Medical terminology, EHR software, accurate typing, insurance basics, HIPAA knowledge, clear communication and strong organization.

Do medical secretaries need certification?

Usually not. A certificate or a credential such as the CMAA can help a candidate stand out, but most employers accept relevant work experience instead.

How much does a medical secretary make?

Salary.com data cited on the original page put the median at about $44,154 per year. Check current local figures before making a job offer.

What is the difference between a medical secretary and a medical receptionist?

A medical receptionist focuses on the front desk and phones. A medical secretary also manages records, correspondence and billing support.

Hire medical secretaries with verified skills. Schedule a demo to see how Glider AI assessments and AI interviews fit your healthcare hiring.

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