Patient Services Specialist II - Bay Colony Primary Care

Education & Experience Associate’s degree and one year of clerical or customer service experience. An equivalent combination of education and experience relevant to the role may be considered for this position. Minimum Qualifications Associate’s degree and one year of clerical or customer service experience. An equivalent combination of education and experience relevant to the role may be considered for this position. Preferred Qualifications Bilingual (English/Spanish) preferred. Licenses, Registrations or Certifications For departments reporting under Health System Ambulatory Operations, a valid Basic Life Support (BLS) certification must be obtained within 90 days of hire. Certification must be maintained for the duration of employment in this position. Job Summary The Patient Services Specialist II has advanced Patient Services Specialist skills and is proficient in independently maintaining a positive patient experience by consistently exceeding expectations in customer service and patient care, coordinating clerical and medical activities of a healthcare team, managing patient registration activities, and facilitating access to UTMB services for new and returning patients. Essential Job Functions Lead Responsibilities Function as a team leader. Provide peer guidance and leadership. Triage problems effectively. Understand clinic flow to maximize clinic usage to meet patient needs. Customer Service Provide high-level customer service in all interactions with internal and external customers. Interact directly, professionally, and knowledgeably with patients, physicians, referral sources, and the treatment team. Answer calls accurately with exceptional customer service at all times. Ensure callers’ needs are met and accurate information is obtained. Document and triage calls appropriately, ensuring patient satisfaction and patient safety; complete telephone encounter process if appropriate. Act as patient advocate and liaison with various departments to achieve mutual goals. Maintain patient confidentiality regarding access to patient and other clinical information via email, computer, fax and mail. Address concerns of patients, provide service recovery, and escalates issues as needed. Scheduling Apply the policies of the clinical entity to schedule appointments. Coordinate financial counseling for day surgery. Complete reminder calls to patients for scheduled appointments. Educate patients or responsible parties regarding the billing process and any additional financial responsibilities, including third-party benefits information. Provide out-of-pocket cost estimates to patients. Counsel patients about unpaid bills. Obtain future appointments at the time of service for clinic follow-up, referrals, and ancillary services. Arrival Arrive patients and prepare paperwork/chart for visit. Appropriately receipt all monies collected, tokens distributed, and deferments authorized. Registration Verify, ensure eligibility, and pre-register patients by obtaining patient demographics and third-party coverage(s) at every encounter. Obtain and document information required for third-party reimbursement. Ensure compliance with Medicare and third-party coverage. Communicate with patient, referral source, UTMB physician and clinical staff regarding any obstacle to access or authorization. Disposition Fully disposition each patient within the designated timeline. Marginal or Periodic Functions Perform related duties as required. Adhere to internal controls established for department. Read all OSA Announcements and relevant communications relating to job duties. Successfully complete competency-based training and testing on an annual basis. Prioritize and complete all work in an accurate, effective, and efficient manner. Lock office and secure files containing money or confidential information when away from workstation. Properly dispose of printed patient information, log off computer when leaving workstation, and keep passwords confidential. Participate in team meetings/activities and support the philosophy and goals of the team/department. Knowledge/Skills/Abilities Proficient in use of PC with experience in Excel, Word, and database management packages. Analytical ability to collect and trend data. Knowledge of patient care and patient problems. Excellent human relations and written and oral communication skills. Ability to problem-solve. Working Environment/Equipment Standard hospital, clinical, and/or office environments. Standard office equipment. Salary Range Actual salary commensurate with experience. Work Schedule On-site, full-time, Monday through Friday, day shift. Equal Employment Opportunity UTMB Health strives to provide equal‑opportunity employment without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity or expression, genetic information, disability, veteran status, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law. As a Federal Contractor, UTMB Health takes affirmative action to hire and advance protected veterans and individuals with disabilities. Primary Location United States – Texas – League City Work Locations 1427 – In Job Clerical & Administrative Support – Regular Employee Status Supervisor Job Level Day Shift Job Posting Jul 16, 2026, 5:38:24 PM #J-18808-Ljbffr The University of Texas Medical Branch