Appointment Services Representative

MCW

. Schedule, cancel, and reschedule appointments via phone for multiple specialties and locations .

Posted 9/24/2026full-timeWauwatosa • Wisconsin • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in patient scheduling, insurance verification, and customer service within a healthcare setting. Proficient in utilizing electronic health record systems like Epic to manage appointments and patient information effectively.

Highest-signal resume keywords

Patient SchedulingInsurance VerificationEpic ExperienceCustomer ServiceMedical Terminology Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Appointment SchedulingInsurance SetupElectronic Eligibility ChecksMSP QuestionnairesReferral ManagementTyping Speed of 20wpmMedical TerminologyInsurance Terminology

Soft Skills

Effective CommunicationProblem SolvingOrganizational SkillsCustomer Needs Anticipation

Tools & Technologies

EpicMyChartFroedtert & MCW App

Industry Keywords

Call Center ExperiencePatient RegistrationHealthcare SchedulingCommunity Clinics

About the role

Key responsibilities & impact

Schedule, cancel, and reschedule appointments via phone for multiple specialties and locations
Provide directions, instructions, and other appointment information
Triage calls, determine caller needs, respond to inquiries, and route calls, messages, and requests
Encourage patients to sign up for MyChart and the Froedtert & MCW App and assist with activation
Complete full patient registration, insurance setup, and verification of registration and coverage information
Run electronic eligibility checks and verify insurance acceptance
Complete MSP questionnaires with Medicare patients
Work through referral queues, faxes, email, and correspondence to schedule appointments and create and track referrals
Communicate with referring physicians when unable to schedule patients
Refer patients to community clinics or in-network physicians when appropriate
Manage web appointment requests for the assigned team
Monitor email and Epic InBasket throughout the day
Develop knowledge of clinic and affiliate facility locations to provide directions
Follow detailed protocols and enterprise scheduling tools
Anticipate customer needs and resolve problems to ensure a positive customer experience

Requirements

What you’ll need

High School Diploma
2 years experience
Strong computer skills
Ability to type at least 20wpm
Knowledge of medical terminology extremely helpful
Knowledge of insurance terminology and plans preferable
Ability to listen carefully and clearly convey information both verbally and written
Ability to organize resources in order to quickly retrieve needed information
Customer service, call center, and/or EPIC experience preferred

Benefits

Comp & perks

Outstanding Healthcare Coverage, including Health, Vision, and Dental
Flexible Spending options
403B Retirement Package
Competitive Vacation and Paid Holidays offered
Tuition Reimbursement
Paid Parental Leave
Employee & Family Assistance Program (EFAP)
Pet Insurance
On campus Fitness Facility, offering onsite classes
Additional discounted rates on select cell phone plans, local fitness facilities, Milwaukee recreation and entertainment