Healthcare Patient Services Specialist

Job Title

Job Description Required Education: High School Diploma Required Skills & Experience: The Patient Services Specialist 2 Bariatric Outreach provides administrative and patient relations support in a physician office, clinic, or other operational area, ensuring high-quality, patient-centered care, with a strong emphasis on proactive outbound engagement to grow patient volume. In addition to standard PSS 2 duties, this role makes frequent outbound calls to marketing-generated leads, builds rapport with prospective patients, and drives conversion from inquiry to scheduled consultation. This position requires a sales-minded approach confidently guiding leads through questions and concerns to "close" on booking their consultation. The specialist will develop in-depth knowledge of bariatric surgery procedures and serve as a key point of contact for patients from initial inquiry through their first visit. Sales-oriented mindset with proven or demonstrable ability to convert leads/inquiries into booked appointments; comfortable with outbound call volume and closing conversations. Strong listening, interpersonal, and communication (oral and written) skills, and professional, pleasant, and respectful telephone etiquette. Ability to adapt communication style to suit different audiences. Empathetic listener, sensitive, upbeat, optimistic, articulate, gracious and tactful. Bilingual (Spanish/English) fluency required for at least one position. Ability to develop and maintain working knowledge of bariatric surgery procedures, requirements, and patient journey to speak credibly with prospective patients. Knowledge of patient registration procedures and documentation. Knowledge of medical insurance claims procedures and documentation. Skilled in the use of computers and related software applications. Skilled in preparing and maintaining patient records. Able to mentor and train staff. Front desk experience in healthcare; bilingual (Spanish); Epic experience, insurance verification experience Preferred Experience: Multispecialty experience a plus CRM/lead tracking experience a plus

Job Responsibilities: Makes frequent outbound calls to marketing leads and prospective patients to educate them on bariatric surgery options and convert inquiries into scheduled consultations. Applies sales techniques building rapport, overcoming objections, and creating urgency to maximize consultation bookings. Serves as a key point of contact for patients between initial inquiry and their consultation, answering questions, providing procedure information, and maintaining engagement to reduce no-shows/drop-off. Assists patients and other visitors by performing patient-related duties, including check-in or check-out, scheduling, insurance verification, and answering and responding to phone inquiries. Arranges follow-up visits and referral appointments. Registers patients by collecting and verifying insurance information. Verifies patient demographics and enters changes into the computer system. Accepts payments for physician/clinic services according to established guidelines. Posts payments and enters charges into the computer utilizing appropriate codes. Generates daily payment reports and verifies cash drawer against report. Provides accurate patient, medical, financial, or procedural information to patients or approved outside entities. Discusses financial arrangements with patients, as requested. Responds to routine escalated inquiries concerning services, hours of operation, etc. Ensures any patient complaints are handled appropriately. Assists in training, mentoring, and providing assistance to junior staff as requested.

**Only those lawfully authorized to work in the designated country associated with the position will be considered.**

**Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.**