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Medical Secretary Job Description Template

What Does a Medical Secretary Do?

Medical secretaries perform secretarial duties for medical institutions such as answering telephones and scheduling patient appointments and surgeries. They also perform administrative and clerical functions such as directing patients to appointments, typing and transcribing medical reports, and collaborating with insurance vendors.

Medical Secretary Job Overview

In the medical secretary role, you will be responsible for the acquisition, entry, and storage of medical data from patients. You’ll also control the flow of patients through the facility, and assist with the completion and filing of vital forms to ensure swift and confidential patient processing. Success in this role will be demonstrated by quick patient processing and billing, and by speedy reimbursement from insurance companies.

Medical Secretary Job Responsibilities and Duties

  • Schedules appointments for medical procedures and visits
  • Obtains and coordinates authorization to purchase medical equipment
  • Obtains certifications for ambulatory procedures and medications
  • Obtains authorization to release medical records
  • Mails laboratory results, medical prescriptions, and letters to patients
  • Oversees the clinical and administrative calendars
  • Receives and guides patients to their respective appointments

Medical Secretary Job Requirements

  • High school diploma or equivalent
  • 1 year of administrative work experience in a medical institution
  • Proficient in MS Office
  • Excellent written and verbal communication skills
  • Maintains a professional demeanor and appearance
  • Able to work in a fast-paced environment
  • Knowledge of basic medical records management


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Adrienne Smith

Adrienne Smith

Adrienne Smith is a content strategy consultant working with high-growth businesses on their brand messaging, content strategy, and content creation. A digital nomad, she's exploring the world's cultures and cuisines as she works.

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