Patient Services Specialist

Patient Services Specialist – Bariatric Outreach

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Patient Services Specialist – Bariatric Outreach opportunity with a dynamic healthcare clinic. This role offers the chance to work in a fast-paced environment where your proactive engagement directly helps grow patient volume and supports life-changing patient journeys.

Your specific duties will include:

• Make frequent outbound calls to marketing-generated leads to educate them on bariatric surgery options and convert inquiries into scheduled consultations.
• Serve as the primary point of contact for patients from initial inquiry through their first visit to maintain engagement and reduce drop-offs.
• Perform front desk duties including check-in/out, scheduling, verifying insurance and demographics, and arranging referral appointments.
• Process payments, enter charges using appropriate codes, generate daily payment reports, verify cash drawers, and discuss financial arrangements with patients.
• Respond to escalated inquiries, handle patient complaints, and assist in mentoring or training junior staff.

Required qualifications for the position include:

• Sales-oriented mindset, comfortable with outbound call metrics, and able to overcome patient hesitations to create urgency without being pushy.
• Resilient and organized professional with assertive follow-up habits who doesn't get discouraged by rejection or no-shows.
• Strong active listening and communication skills with a confident, persuasive, and empathetic telephone presence.
• Knowledge of patient registration, medical insurance claims procedures, and records maintenance.
• Ability to develop an in-depth knowledge of bariatric surgery procedures and requirements to speak credibly with patients.

Preferred qualifications for the position include:

• Bilingual (Spanish) fluency in both written and spoken language (required for at least one hire, preferred for all).
• Prior multispecialty healthcare experience.
• Experience utilizing Epic software.
• Familiarity with CRM or lead tracking software.

Pay Rate Range: $18.00 - $21.00 per hour.

Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental and vision as well as a 401(k) plan.

Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations and ordinances.