Patient Services Specialist 2

Patient Services Specialist 2

The Patient Services Specialist 2 provides administrative help in a physician's office, clinic, or other area. This role ensures high-quality, patient-centered care. Duties include patient relations, check-in or check-out, scheduling, insurance verification, and answering phones. May assist in training and mentoring junior Patient Services Specialists.

Essential functions of the role include:

• Assisting patients and visitors by performing duties like check-in, check-out, scheduling, insurance verification, and answering phone inquiries. Arranges follow-up visits and referral appointments.
• Registering patients by collecting and verifying insurance information. Verifies patient demographics and enters changes into the computer system. Directs patients to appropriate waiting areas.
• Accepting payments for physician or clinic services following guidelines. Posts payments and enters charges using appropriate codes. Generates daily payment reports. Verifies cash drawer against the report. Provides accurate patient, medical, financial, or procedural information to patients or approved entities. Discusses financial arrangements with patients, as requested.
• Responding to routine escalated inquiries concerning services, hours of operation, etc. Ensures any patient complaints are handled appropriately.
• Aiding with medical records duties by pulling charts for appointments, prescription refills, and other requests. Retrieves, transports, sorts, and files medical records. Copies medical records charts for patient transfers and referrals as requested.
• Helping in training, mentoring, and providing help to junior staff as requested.

Key success factors include:

• Excellent listening, social, and communication skills, both oral and written. Professional and respectful telephone etiquette. Ability to adjust communication style for different audiences. Caring listener, delicate, upbeat, optimistic, articulate, gracious, and tactful.
• Knowledge of patient registration procedures and documentation.
• Knowledge of medical insurance claims procedures and documentation. Needs to have thorough knowledge of the Out of Network process.
• Skilled in the use of personal computers and related software applications.
• Skilled in preparing and maintaining patient records.
• Able to examine unpaid third-party claims and delinquent accounts to resolve appropriate follow-up actions to ensure payment.
• Able to mentor and train staff.

Belonging Statement:

We believe that all people should feel welcomed, valued, and supported.

Qualifications:

• Education: H.S. Diploma/GED Equivalent
• Experience: 1 Year of Experience