
A hospital unit secretary is a medical secretary working in the office of a specific unit within a hospital or medical centre. They are responsible for performing clerical and administrative tasks, such as scheduling appointments, handling insurance billing, and maintaining patient records. Unit secretaries also provide support to doctors, nurses, and other staff members by taking basic patient medical histories and ensuring that the staff has access to medical records, patient information, and supplies. To become a hospital unit secretary, a high school diploma is typically required, along with completion of a certification program that teaches essential skills such as hospital procedures, customer service, communication, and drug terminology. Proficiency with computers and an understanding of medical terminology are also important for this role.
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What You'll Learn

Administrative and clerical duties
Hospital unit secretaries are responsible for performing clerical and administrative duties in a medical setting. They handle various tasks to ensure smooth operations and provide support to both patients and medical staff.
One of the primary duties of a hospital unit secretary is managing patient appointments. This includes scheduling appointments, coordinating with doctors for follow-up exams, and informing patients of upcoming appointments. They also assist patients with completing forms, greet them upon their arrival, and answer any questions they may have.
Maintaining patient records is another crucial aspect of the role. Unit secretaries are responsible for organizing and updating patient files, ensuring that all information is accurate and current for physician review. They also handle the retrieval of test results and coordinate with other departments for additional procedures, such as MRIs, x-rays, or bloodwork.
Unit secretaries also play a role in managing supplies and inventory. They ensure that the medical staff has access to the necessary supplies and equipment, and they may also be involved in refilling and ordering supplies. Additionally, they assist with medical billing, insurance verification, and handling insurance paperwork. They review patient insurance documents, determine coverage for procedures, and manage billing processes.
Effective communication and strong written skills are essential for hospital unit secretaries. They serve as a point of contact for patients, visitors, and medical professionals. They answer telephones, provide directions, and relay information between patients and the medical team. Unit secretaries also assist during emergencies, requiring quick thinking and multitasking abilities.
To excel in this role, proficiency with computers and medical record software is advantageous. Unit secretaries should be adept at using data entry software and maintaining detailed records. Familiarity with medical terminology and procedures is also beneficial, enabling secretaries to provide comprehensive support to patients and staff.
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Greeting and assisting patients
Welcoming Patients
When patients arrive at the hospital, it is the unit secretary's role to greet them warmly and make them feel welcomed. A friendly greeting, a smile, and a helpful attitude can ease patients' anxiety and stress. It is important to address patients by their preferred names and use respectful language throughout their interaction.
Answering Queries
Unit secretaries should be prepared to answer patients' queries about their appointments, procedures, or the hospital in general. They should provide clear and concise information, ensuring patients understand the next steps in their care journey. This may include explaining the check-in process, providing directions to the relevant department, or informing them about any necessary paperwork.
Collecting Information
Hospital unit secretaries are responsible for collecting and recording patients' medical information accurately. They should inquire about the patients' medical history, current medications, allergies, and any other relevant details. This information is vital for the patients' treatment and needs to be recorded meticulously in the patients' charts and the hospital's electronic medical record system.
Scheduling Appointments
Unit secretaries coordinate appointments between patients and their doctors, ensuring timely and efficient care. They schedule new appointments, follow-up exams, and any necessary procedures. This involves organizing the physicians' calendars and ensuring a smooth flow of patients through the hospital.
Assisting with Insurance and Billing
Hospital unit secretaries often assist patients with insurance-related matters. They may need to review patients' insurance documents, determine coverage for specific procedures, and explain deductible requirements. Additionally, they help with medical billing, explaining charges and providing information on payment options.
Respecting Patient Privacy
Maintaining patient privacy is of utmost importance. Unit secretaries must adhere to HIPAA guidelines, protecting patients' personal and medical information. This includes securely handling medical records, obtaining necessary consents, and ensuring that patient information is only shared with authorized individuals.
By following these guidelines, a hospital unit secretary can effectively greet and assist patients, contributing to a positive and efficient healthcare experience.
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Maintaining patient records
Understanding Recordkeeping Systems:
Familiarise yourself with the hospital's recordkeeping system, which may be paper-based, electronic, or a combination of both. Learn the filing procedures, including how records are organised, stored, and retrieved. Understand the software used for maintaining electronic health records, ensuring proficiency in data entry and management.
Accurate Data Entry:
Ensure all patient information is accurately entered into the record system. This includes personal details, medical history, test results, treatment plans, medications, and any relevant correspondence. Pay close attention to detail to avoid errors, as mistakes can impact patient care and safety.
Confidentiality and Privacy:
Maintain strict confidentiality when handling patient records. Be discreet when accessing and discussing patient information. Adhere to the Health Insurance Portability Accountability Act (HIPAA) guidelines, which outline patient privacy rights and the appropriate use and disclosure of protected health information. Ensure patient records are stored securely and are only accessible to authorised individuals.
Record Updates and Amendments:
Stay on top of updating patient records promptly. This includes recording new test results, treatment outcomes, changes in medication, and any other relevant developments in the patient's care. Ensure that any amendments are clearly noted, dated, and initialled, maintaining a clear audit trail.
Record Retrieval and Distribution:
Assist medical professionals in retrieving patient records promptly when requested. Facilitate the distribution of records to authorised individuals within the hospital or external healthcare providers, following official procedures for record requests. Ensure that patient information is only released with the appropriate consent and in accordance with privacy regulations.
Record Retention and Archiving:
Understand the hospital's policies on record retention and archiving. Know the required duration for storing different types of records and the procedures for archiving old records. Ensure that archived records are stored securely and can be retrieved if needed.
By diligently following these instructions, a hospital unit secretary plays a vital role in maintaining accurate, up-to-date, and confidential patient records, contributing to the efficient delivery of patient care.
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Communicating with medical professionals
As a hospital unit secretary, you will be working with a variety of medical professionals, including doctors, nurses, and other providers within the unit. You will be the first point of contact for patients, so it is important to be able to communicate clearly and effectively.
Strong written and verbal communication skills are essential when speaking with patients and medical professionals. You will need to be able to greet patients, answer their questions, and direct them as necessary. You will also be required to communicate with medical professionals about patient needs, relaying information, and coordinating appointments. This may include scheduling appointments, follow-up exams, and procedures, as well as handling referral requests.
In addition to strong communication skills, you should be familiar with medical procedures and terminology. This includes an understanding of medical abbreviations and drug terminology. You will be handling and organizing patient files and records, so proficiency with computers and data entry software is important. You will also need to be able to review patient insurance documents and determine what procedures are covered.
To support doctors and other medical staff, you may be required to take basic patient medical histories. You should also be able to respond to requests from staff and visitors and be capable of multitasking. As you will be handling sensitive patient information, it is crucial to maintain a professional level of patient privacy in accordance with HIPAA procedures.
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Understanding medical terminology and procedures
Hospital unit secretaries work closely with doctors, nurses, and other medical professionals, coordinating appointments and ensuring patients receive timely care. They are often the first point of contact for patients, greeting them, answering questions, and assisting with various administrative tasks. This includes scheduling appointments, updating patient records, and handling insurance and billing inquiries.
To effectively perform these duties, hospital unit secretaries need a solid understanding of medical terminology and procedures. They should be familiar with medical abbreviations, procedures, and common medical conditions to communicate effectively with both medical staff and patients. This knowledge enables them to accurately update patient charts, file paperwork, and coordinate with other departments for tests or procedures like MRIs, x-rays, or bloodwork.
Additionally, hospital unit secretaries play a crucial role in maintaining patient privacy and confidentiality. They must be well-versed in relevant guidelines, such as the Health Insurance Portability Accountability Act (HIPAA), to handle sensitive patient information securely. This aspect of the role underscores the importance of understanding medical procedures and the ability to apply that knowledge in maintaining patient privacy.
While on-the-job training is often provided, having a foundational understanding of medical terminology and procedures can greatly benefit aspiring hospital unit secretaries. This can be achieved through certification programs, associate's degree programs, or relevant courses that cover medical terminology, anatomy, physiology, and records management. Such preparation equips hospital unit secretaries with the knowledge and skills necessary to excel in their roles and provide efficient support within healthcare facilities.
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Frequently asked questions
A hospital unit secretary is responsible for performing clerical and administrative tasks in a medical setting. They handle patient admissions, appointments, and records, and provide support to doctors, nurses, and other medical staff.
The minimum requirement is typically a high school diploma or GED. However, many hospitals prefer candidates with an associate's degree or certificate in a related field, such as medical office administration. Proficiency in computer skills and familiarity with medical terminology are also advantageous.
Hospital unit secretary positions are usually full-time and may require irregular hours, including evenings and weekends. Hospitals need staff available around the clock, so flexibility is often required.
Strong organizational, communication, and interpersonal skills are essential for this role. Attention to detail, multitasking abilities, and proficiency in computer software are also highly valued. Additionally, familiarity with medical procedures and abbreviations, and patient privacy guidelines is crucial.
The demand for medical secretaries, including hospital unit secretaries, is projected to grow. The BLS expects an 11% to 22% increase in medical secretary employment between 2020 and 2030. This growth is attributed to the overall expansion of the healthcare industry and the increasing need to serve an aging population.











































