Bariatric Clinical Secretary (CMA, CST, or LPN)
Pinehurst Surgical
Pinehurst, NC
Posted ago
Pinehurst Surgical

Full Time (40 hours per week), full benefits

The Bariatric Clinical Secretary (CMA, CST, or LPN) performs both clinical and clerical tasks ensuring a smooth and efficient bariatric department flow. The Bariatric Clinical Secretary facilitates notification of patients and surgeons regarding scheduling of surgeries, appointments and tests. 

The Bariatric Clinical Secretary enters patient/surgery information in computer and maintains accurate and orderly schedules for the provider. The Bariatric Clinical Secretary maintains order/charge entry and completion of daily reports and tasks as well as scribing, organizing and maintaining multiple aspects of the Bariatric program.



Answer telephones/Process faxes

  • Promptly answer the telephones using approved scripting.
  • Provide assistance to patients.
  • Task all clinical questions to physicians or clinical staff per clinic policy.
  • Utilize instant messaging or other department communication method to immediately contact clinical personnel with urgent requests.
  • Return all phone calls within one business day; urgent calls immediately.
  • Provide accurate messages to all staff and task physicians with referring physician requests.
  • Process incoming faxes and send out faxes as needed daily.

Schedule Surgeries and Ancillary Services

  • Select surgery dates based upon scheduling availability, diagnosis, urgency and MD preferences.
  • Write up surgery charge tickets with CPT and ICD-10 codes for MD approval.
  • Put global days into computer per clinic policy.
  • Input surgery charges or turn in to department coder per department policy.
  • Schedule Ancillary Services: document the reason whenever a diagnostic test is not scheduled at Pinehurst Surgical.
  • Schedule hospital or surgery center surgeries/tests: Fax in the surgery posting sheet/orders and appropriate patient records based on procedure. Provide a routing slip with prioritized steps. Escort the patient to pre-admissions as needed.

Register New Patients and Schedule Appointments

  • Enter or verify demographic and insurance information.
  • Use ihealth task list to register patient if info is received from patient portal.
  • Process incoming referrals based on clinic and department policy.
  • Assess whether a referral from the primary is necessary based on patient insurance.
  • Assure the patient’s insurance has a contracted insurance carrier.
  • Schedule the appointment.
  • Provide the patient directions and any needed information to prepare them for the appointment.
  • Send note to the patient and referring physician for patients who don’t show up.
  • Make note in patients chart for patients who cancel their appointments.
  • Schedule and organize Group Medical Visits.

Complete Precertifications

  • Verify the insurance card is up to date in the system.
  • Check eligibility.
  • Accurately complete the benefit form.
  • Contact the insurance carrier on-line or by phone.
  • Task the benefit form to the financial counselor and if the patient is present, escort the patient to the financial counselor.

Bariatric Clinical Tasks

  • Complete charges for “store” products.
  • Scribe for the provider as needed.
  • Follow up with online completion of Bariatric paperwork.
  • Track bariatric patient progress including food diaries.
  • Copy and scan all weight sheets and patient questionnaires.
  • Schedule bariatric patients for classes and maintain class schedules.
  • Attend one informational session per month.

Order Management/Charge Entry for Clinic Charges

  • Input appropriate orders per provider requests, only when allowed by clinic policy.
  • Follow order and request thru to completion.
  • Notify appropriate person(s) if results have not been received in timely manner per department protocol.
  • Keep current daily/weekly/monthly order and task reports per clinic policy.
  • Input provider charges on a daily basis ensuring all diagnosis and procedure codes are accurately and completely entered (behavioral, nutrition, nurse visits).

General Administrative Duties

  • Schedule committee meetings, seminars, vacations and personal appointments on the provider’s calendar.
  • Send out notifications to manager and other persons/entities of provider changes in schedule so that appropriate staffing and surgery schedule adjustments can be made.
  • Collect and distribute mail.
  • Contact PAS department with any clinic delays in providers arrival or clinic schedule per clinic policy.
  • Complete all Disability forms and FMLA forms per clinic policy.
  • Review failed fax logs.
  • Correct any issues by working the hold/denial buckets.



  • Medical Assistant Certification or Registration, Surgical Tech Certification, or Practical Nurse License
  • Two years experience in a medical setting
  • Experience with ICD-10 and CPT- 4 coding
  • Experience with Microsoft Office Suite


  • Strong interpersonal abilities
  • Well organized
  • Maintains confidentiality
  • Service orientation
  • Ability to relate sensitively to patients

About Pinehurst Surgical
Pinehurst Surgical is a state-of-the-art facility located in Pinehurst, North Carolina with locations in Rockingham, Sanford, Raeford, Laurinburg, Troy and more!

Apply Now
Acceptable file formats include .doc, .docx, .pdf, .txt.
By applying, you consent to WizeHire's Privacy Policy.