Patient Intake Volunteers

Volunteer Overview

Have more questions?

For volunteer specific questions,
please reach out to our Volunteer Program Coordinator!

  • Patient Intake volunteers help people take the first step toward receiving healthcare. These volunteers are responsible for greeting patients, conducting eligibility screenings, scanning documents, helping the patient schedule their first appointment with the provider, and providing administrative support.

    • Greeting: Welcome patients and visitors into the clinic in a friendly & professional manner

    • Conducting Screenings: Collect required documents from the patient, determine if the patient is eligible for care financially, read through onboarding paperwork with them, answer any questions they might have, make copies of all signed documents

    • Confidentiality: Maintain strict confidentiality of patient information and adhere to HIPAA regulations 

    • Communication: Answer phone calls, take detailed messages as needed, make appointment reminder calls, respond to patient inquires about the Clinic, and provide healthcare resources 

    • Office Management: Keep reception area clean and tidy, sanitize area as needed, check inventory of office supplies, maintain a calm and orderly environment 

    • At least 18 years of age

    • Vaccinated for Covid

    • Can provide proof of a negative TB test within the last 6 months

    • Can commit to a minimum of 6 consecutive months volunteering (two, four hour shifts per month) 

    • Can commit to in person orientation and trainings at 35 Onondaga Ave, San Francisco

    • Strong Communication skills

    • Ability to maintain professional etiquette during phone calls

    • Comfortability using computers including medical scheduling software

    • Comfortability using interpreting software to communicate with patients who speak other languages

    • Teamwork

    • Time management 

    • Organization

    • Attention to detail

    • Interpersonal skills 

  • Admin Days: 

    • Mondays/Wednesdays/Fridays

      •  10:30am-1:30pm

      • 1:30pm-4:30pm

What’s the next step?

Fill out your volunteer application today!
  • Reception area with a light wooden desk, two computer monitors, pink flowers in a green pot, and informational pamphlets. The walls are painted teal and a modern black light fixture hangs from the ceiling. There are framed certificates or notices behind the desk, and a hallway leads to other rooms.

    Learn more about all Non-Medical Volunteer Roles

    More Info
  • A brick building with large arched windows and decorative stonework at the roofline, a small crowd of people including children and adults entering and sitting near the entrance, and trees lining the sidewalk, under a clear blue sky.

    Short on Time? Donate today!

    Donate

Please fill out a volunteer application and we will contact you as soon as possible to start with an initial phone screening.

Contact us at 415.405.0207 ext.305 or volunteer_team@clinicbythebay.org to learn more about volunteering today.

How to Become a Volunteer

Volunteer application
Flowchart outlining steps for volunteer process, including forms, phone screening, orientation, scheduling interview, reference checks, and training shift scheduling.
Existing Volunteers: Schedule Shifts