Share Email Opening Title Pre-Visit Planner  EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.   Description JOB SUMMARY: Gather all necessary information, documentation, and test results prior to a patient's appointment. This role supports care teams by reviewing charts, coordinating referrals, and communicating with patients to meet our quality metrics while improving visit efficiency and quality of care. JOB DUTIES: Perform detailed chart reviews, within the EMR, to close identified gaps in care. Call patients to collect necessary information and schedule annual visit if necessary. Contact other providers and check lab and radiology portals to obtain reports, consults, results, and hospital discharge reports. Collaborate with practice administrators, providers, and other care team members via email, phone, or EMR to ensure coordination of care. Gather and input data into the Pre-Visit Planning template, then upload template to the patient's chart. Additional tasks may be assigned based on departmental needs. Create chase lists for varying quality measures.   Category Business Support   Exempt/Non-Exempt Non-Exempt   Location SB Administrative Services, LLC   Full-Time/Part-Time Full-Time   Position Requirements REQUIRED QUALIFICATIONS: Proficient computer skills, including Microsoft Office (specifically Teams and Excel). Confidence to communicate and outreach to other community health care organizations and personnel. Self-disciplined, energetic, passionate, and innovative. Demonstrates strong attention to detail. A team player that can follow a system and protocol to achieve a common goal. Highly organized and well-developed oral and written communication skills. Demonstrates sound judgment, decision-making and problem-solving skills. Able to maintain confidentiality with all aspects of information in accordance with practice, State and Federal regulations. 2-5 years’ experience in a clinical setting preferred. PHYSICAL DEMANDS: Pre-Visit Planner must be able to sit for extended periods of time and possess the manual dexterity required to operate computer systems and keyboard. Lifting 10 -15 pounds may be expected on any given day.   Shift Days   Tags Benefits, Life insurance, PTO, 401K, Student loan reimbursement. After 3 month probation; hybrid position.   Salary Range $22.50-$25.00 per hour   Position Pre-Visit Planner   Open Date 10/29/2025   This position is currently not accepting applications. To search for an open position, please go to http://SBADMINISTRATIVESERVICESLLC.appone.com WE ALSO RECOMMEND Other Jobs Within Same Category Insurance Benefits Verification Specialist in Commack, NY Posted on: 11/14/2025 [Apply Now] Medical Record Specialist in Commack, NY Posted on: 11/14/2025 [Apply Now] HR Generalist/Payroll Specialist in Hampton Bays, NY Posted on: 11/6/2025 [Apply Now] Senior Data Analyst-NY-Not Remote in Commack, NY Posted on: 10/31/2025 [Apply Now] Administrative Assistant-HALI in Stony Brook, NY Posted on: 10/30/2025 [Apply Now] Other Jobs Within 60 Miles Registered Nurse- Fertility in Commack, NY Posted on: 11/14/2025 [Apply Now] RN Supervisor- Cardiology in East Setauket, NY Posted on: 10/6/2025 [Apply Now] LPN-Cardiology in East Setauket, NY Posted on: 10/6/2025 [Apply Now] Certified Nurse Midwife in Hampton Bays, NY Posted on: 11/6/2025 [Apply Now] Triage Registered Nurse- Endocrinology in Hauppauge, NY Posted on: 11/5/2025 [Apply Now] Follow us

 

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