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Prepare invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software.
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- Compile and record medical charts, reports, or correspondence, using typewriter or personal computer.
- Complete insurance or other claim forms.
- Transcribe recorded messages or practitioners' diagnoses or recommendations into patients' medical records.
- Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
- Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
- Prepare reports summarizing daily transactions and earnings for individual customer accounts.
- Prepare purchase orders and send copies to suppliers and to departments originating requests.
- Prepare, maintain, and review purchasing files, reports and price lists.
- Prepare invitation-of-bid forms, and mail forms to supplier firms or distribute forms for public posting.
- Prepare shipping documentation, such as including bills of lading, packing lists, dock receipts, or certificates of origin.
- Prepare invoices or cost quotations for freight transportation.
- Arrange for applicable duties, taxes, or paperwork for customs clearance.
- Set up and maintain medical files and databases, including records such as x-ray, lab, and procedure reports, medical histories, diagnostic workups, admission and discharge summaries, and clinical resumes.
- Receive patients, schedule appointments, and maintain patient records.
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