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This group performs some or all of the following duties:

• Schedule and confirm medical appointments and receive and communicate messages for medical staff and patients
• Enter and format electronically based medical reports and correspondence and prepare spreadsheets and documents for review
• Interview patients in order to complete forms, documents and case histories
• Complete insurance and other claim forms
• Initiate and maintain confidential medical files and records
• Prepare draft agendas for meetings and take, transcribe and distribute minutes
• Prepare financial statements and billing
• Establish and maintain various internal office administrative support procedures such as document tracking and filing and monthly reporting
• Order supplies and maintain inventory
• Determine and establish office procedures and routines
• May supervise and train other staff in procedures and in use of current software.

• Completion of secondary school is usually required.
• Completion of a one- or two-year college program or other specialized courses for secretaries or medical secretaries is usually required.

• Health information management occupations (1252)
• Medical records clerks (in 1411 General office support workers)
• Medical transcriptionists (in 1251 Court reporters, medical transcriptionists and related occupations)