Medical Receptionist Training Coordinator  

Content & Curriculum Support (25%)

Support development of micro-modules covering call handling, scheduling logic, insurance verification, and EHR best practices

Recommend updates based on clinic needs, learner performance trends, and system changes

Evaluation & Performance Assessment (25%)

Conduct Skills Evaluation Interviews (SEIs) to assess communication skills, system navigation, and workflow accuracy

Track learner progress via Salesforce, TalentLMS, and receptionist-specific checklists

Lead recovery training sessions for cancelled VAs based on skill gaps in front office tasks

Deliver structured feedback and escalate retraining needs as required

Instruction & Training Delivery (20%)

Teach core front office workflows including patient scheduling, registration, insurance verification, referrals, authorizations, and EHR navigation

Lead live and recorded training sessions focused on call handling, tone, patient coordination, and clinic workflow accuracy

Facilitate mock call scenarios and scheduling exercises to simulate real clinic situations

Train learners on handling multi-line phones, appointment types, provider calendars, and patient concerns

Learner Support & Technical Guidance (15%)

Respond to learner questions on scheduling scenarios, insurance checks, patient coordination, and documentation

Coach learners on tone, professionalism, and real-time decision making during calls

Identify common workflow misunderstandings and coordinate content updates with the SME Lead

Compliance & Documentation (15%)

Reinforce HIPAA compliance in patient communication, scheduling notes, and documentation

Teach proper documentation inside EHR systems and accurate note-taking aligned with clinic standards

• Minimum 3 years of experience as a Medical Receptionist or Front Office staff in a U.S.-based healthcare setting

  Strong working knowledge of appointment scheduling, patient intake, insurance verification, referrals, and call handling

  Prior experience training, onboarding, coaching, or mentoring others on front-office workflows is highly preferred

  Confident in leading live training sessions, mock call simulations, and Skills Evaluation Interviews (SEIs)

  Familiarity with U.S. EMR / Practice Management systems (e.g., Athenahealth, eClinicalWorks, Kareo, AdvancedMD, Epic)

  Working knowledge of TalentLMS, Salesforce, Canva, Calendly, and G Suite applications

  Solid understanding of HIPAA compliance, PHI handling, and documentation standards

  Strong communication skills with a focus on professional tone, empathy, clarity, and accuracy in patient-facing interactions

  Ability to adapt training based on clinic-specific workflows, learner skill levels, and system updates