Patient Check-in​/Pre-Visit Specialist

Days / Hours

Tues & Thursday 8:00am – 2:00pm;
Wednesday 8:00am – 4:30pm (approximate).

• Gather and input information into the patient’s chart in the electronic health record
• Generate reports or utilize patient lists to capture upcoming appointments
• Obtain medical information from referring providers and other medical facilities to support the patient’s appointment with a neurologist
• Review physician’s orders with chart contents and collect test results and related medical information for upcoming appointments
• Update patient demographics as needed
• Scan or electronically input medical information from the patient’s health and history questionnaire into the chart and records obtained from medical facilities before the patient’s scheduled appointment
• Conduct insurance verification on behalf of the patient
• Analyze, assess, investigate and enter accurate demographic and insurance details into the practice management system
• Obtain restricted Medicaid and VA referral authorizations
• Ensure referral information, preferred pharmacy, flag alert messages and patient email are present in the practice management system
• Secure verification of insurance coverage at least one week before the patient’s scheduled appointment and one day before the appointment through the system’s real‑time eligibility, payer websites or by calling insurance companies
• Seek out additional information from the patient if insurance information is not available
• Notify the Prior Authorization Specialist if the patient has changed insurance that may impact a prior authorization for a scheduled appointment
• Provide patient advocacy (e.g., guide patients to directions, refer questions to the appropriate person)

• Greet patients warmly and professionally
• Verify and update demographics, insurance and account details as necessary
• Collect copays and balances as appropriate
• Review credit policy and patient consent forms with the patient as appropriate
• Scan insurance cards, prescription cards and consent form into the electronic health record system
• Take the patient’s picture for the electronic health record

• Confirm patient appointments as requested
• Generate reports to obtain listings of new patients and generate labels for mailing
• Assemble and send new patient packets via U.S. mail
• Arrange for interpreter services for new patients as requested

• High school graduate or GED equivalent
• One year of previous medical office experience

• Patient‑centered; strong customer‑service orientation
• Excellent communication and interpersonal skills
• Accurate and precise reading and writing skills
• Ability to work independently, exhibit mature judgment and make sound decisions
• Knowledge of medical insurances, medical terminology and ICD‑10/CPT coding
• Ability to handle confidential information with utmost judgment and discretion
• Proficiency with Microsoft Office, including Word, Excel and Outlook
• Proficiency with electronic health record systems
• Ability to handle multiple priorities and deadlines