JobsAdvocate Health

Clinical Office Assistant - Outpatient Rehab

Advocate Health · West Allis, WI

Posted Sep 14, 2026 · We last checked this listing on Sep 20, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

Behavioral

Tell me about a time you had to collect a co-payment from a patient who was upset or resistant about paying.

comfort with money handling and de-escalation while staying professional and courteous

Describe your experience scheduling appointments and coordinating calendars for multiple providers or departments at once.

actual hands-on scheduling experience and ability to juggle competing calendars

Tell me about a time you caught an error in a patient's registration or insurance information before it caused a problem.

attention to detail and proactive quality control in registration processes

Tell me about a time you had to say no or push back on a request from a patient or coworker because it wasn't something you could do.

ability to set boundaries diplomatically while maintaining rapport

Describe a time a patient or visitor was difficult to deal with. How did you handle the interaction and what was the outcome?

customer service resilience and de-escalation skill in a healthcare setting

Technical

How do you keep track of referrals that need re-authorization, and what happens when one slips past its deadline?

understanding of the referral/authorization tracking workflow and follow-through habits

What is your experience with Microsoft Excel or Access for tracking data, and can you give an example of a report or log you built or maintained?

actual comfort level with the specific software tools listed, beyond just claiming proficiency

What does a typical day of managing mail, reports, and department documents look like for you, and how do you make sure nothing gets missed?

organizational systems for routine clerical tasks and reliability without close supervision

How do you make sure you're being accurate when entering patient data into a system, especially when you're moving quickly?

data entry discipline and self-checking habits under time pressure

Situational

Walk me through how you would greet and check in a full waiting room while also handling a ringing phone.

whether the candidate can prioritize and multitask under real front-desk pressure without dropping either patients or calls

A patient calls saying their knee pain has suddenly gotten much worse since their last therapy visit. What do you do?

judgment in triaging clinical calls appropriately without giving medical advice outside scope

A physician's office calls asking you to release a patient's medical records right away. Walk me through what you'd do.

knowledge of proper release-of-information procedure and respect for patient privacy rules

How would you handle a day where the printer, fax, and phone system all have problems at the same time as a full patient schedule?

composure and resourcefulness when routine office equipment issues collide with patient-facing demands

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The full job description

As published by Advocate Health.

Department: 37538 Aurora West Allis Medical Center - Outpatient Rehabilitation: Ground Floor Status: Full time Benefits Eligible: Yes Hou rs Per Week: 40 Schedule Details/Additional Information: M-F 8:30-5:00pm Pay Range: $20.80 - $31.20 Major Responsibilities: • Greets patients and visitors in a prompt, courteous, and helpful manner, collects insurance co-payments, and responds to routine requests for information. • Schedules and maintains calendar of appointments, meetings, and travel. Coordinates related administrative aspects such as agendas, site selection, food/beverage selections, audio-visual arrangements, and document preparation. • Schedules patients and enters information into the computer system. Coordinates patient appointments with other areas or physician offices as needed. • Answers and screens telephone calls, triages clinical calls and resolves problems appropriately. • Assembles, copies, and releases patient medical records. Works with Medical Records Department regarding requests for notes/additional information. • Generates basic reports, modifies/updates existing reports, and distributes reports as needed. • Opens, sorts, and distributes mail and department documents efficiently. Operates and maintains office equipment (fax, printer, photocopier, etc.) and may order office supplies. • Completes referrals, tracks, and follows up on need for re-authorizations, processes patient registration, and obtains required information. • May process billing/reimbursement forms and other department records. Maintains logs and reports; performs simple calculations as needed. Assists with gathering, organizing, and compiling data for reports, meetings, etc. Licensure, Registration, and/or Certification Required: • None Required. Education Required: • High School Graduate. Experience Required: • Typically requires 1 year of experience in performing scheduling, customer service, and administrative/clerical support duties. Knowledge, Skills & Abilities Required: • Ability to multi-task, route calls, greet patients, and maintain a schedule of appointments/meetings. • Proficient in the use of Microsoft Office (Excel, Power Point, Access and Word) or similar products, including maintaining, tracking, and entering data in a database and/or spreadsheet software. • Strong organizational skills and attention to detail. • Ability to effectively communicate (written, and verbal), build rapport, and relate to all people. • Ability to operate standard office equipment. Physical Requirements and Working Conditions: • Ability to sit, walk, stand, bend, and lift frequently throughout the workday. • Must be able to occasionally lift items weighing up to 20 lbs. • Must have functional speech, vision, and hearing. • Operates all equipment necessary to perform the job. • Exposed to a normal office environment. This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties. Our Commitment to You: Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more – so you can live fully at and away from work, including: Compensation • Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training • Premium pay such as shift, on call, and more based on a teammate's job • Incentive pay for select positions • Opportunity for annual increases based on performance Benefits and more • Paid Time Off programs • Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability • Flexible Spending Accounts for eligible health care and dependent care expenses • Family benefits such as adoption assistance and paid parental leave • Defined contribution retirement plans with employer match and other financial wellness programs • Educational Assistance Program Note: Eligibility for programs listed above may depend on your FTE or status (e.g., full-time, part-time, per diem, temporary, etc.); please ask a Recruiter for more information during an interview. About Advocate Health  Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation’s largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.

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