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As a Patient Access Specialist II, you will manage administrative duties for the patient intake process in our clinic, adhering to established guidelines. Every day you will interact with patients in person and by phone, facilitating check-in/out, collecting data and payments, validating insurance, scheduling appointments, and processing referrals and authorizations. To be successful, you will demonstrate critical thinking, strong customer service, and knowledge of insurance, billing, and medical terminology, ensuring a seamless, high-quality patient intake experience.
Job Responsibility
Manage administrative duties for the patient intake process in our clinic, adhering to established guidelines
Interact with patients in person and by phone, facilitating check-in/out, collecting data and payments, validating insurance, scheduling appointments, and processing referrals and authorizations
Demonstrate critical thinking, strong customer service, and knowledge of insurance, billing, and medical terminology, ensuring a seamless, high-quality patient intake experience
Answers incoming phone calls from patients who need to schedule an appointment
meets standards for established quantity and quality of calls answered
Schedules (and reschedules as necessary) patient clinic visits in accordance with established standards and procedures
Utilizes Epic Provider Vista to facilitate timely and accurate appointment scheduling
searches multiple provider schedules concurrently
accesses scheduling guidelines for each individual provider and applies scheduling preferences as appropriate
cross-schedules patients with providers who have the earliest availability
Applies understanding of the differences between visit types and when each type of appointment can be scheduled to facilitate accurate scheduling
Provides basic information in response to patient questions within scope of position
follows established procedures to assure that all registration guidelines/requirements have been satisfied
identifies deficiencies and resolves non-complex issues or escalates to appropriate staff for further action
Makes arrangements for addressing special/ancillary patient requirements, including transportation, interpreters and other needs relating to patient care and satisfaction
Applies knowledge of Epic smart phrases for various message types and where to locate medication/pharmacy information in the patient’s Epic chart to identify correct medication is being requested
Determines, based on established guidelines, if a provider appointment is necessary to discuss the medication and schedules appointment
if appointment is unnecessary, assures, within scope of position, request for correct medication and sends message to back office of call-receiving clinic to initiate the refill as appropriate
Verifies insurance coverage at the time of scheduling to secure patient account reimbursement and decrease eligibility denials
Requirements
One year of customer service work experience
Six months of additional work experience as a Patient Access Specialist I (or related position)
Healthcare experience strongly desired
What we offer
Medical
prescription drug
dental
vision plans
life insurance
paid time off (full-time benefit eligible team members may receive a minimum of 14 paid time off days, including holidays annually)
tuition reimbursement
retirement plan benefit(s) including, but not limited to, 401(k), 403(b), and other defined benefits offerings