Patient Services Specialist

Job Summary

The Patient Services Specialist 2 provides administrative support in a physician office, clinic, or other operational area that assists patients to ensure 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.

• Assist patients and other visitors by performing patient related duties to include check‑in or check‑out, scheduling, insurance verification, and answering/responding to phone inquiries.
• Arrange follow‑up visits and referral appointments.
• Register patients by collecting and verifying insurance information.
• Verify patient demographics and enter changes into the computer system.
• Direct patients to appropriate waiting areas.
• Accept payments for physician/clinic services according to established guidelines.
• Post payments and enter charges into the computer using appropriate codes.
• Generate daily payment reports and verify cash drawer against report.
• Provide accurate patient, medical, financial or procedural information to patients or approved outside entities.
• Discuss financial arrangements with patients, as requested.
• Respond to routine escalated inquiries concerning services, hours of operation, etc., and ensure any patient complaints are handled appropriately.
• Assist with medical records duties by pulling charts for scheduled and walk‑in appointments, prescription refills and other requests.
• Retrieve, transport, sort, and file medical records. Copy medical records chart for patient transfers and referrals as requested.
• Assist in training, mentoring, and providing assistance to junior staff as requested.

• 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.
• Knowledge of patient registration procedures and documentation.
• Knowledge of medical insurance claims procedures and documentation.
• Understanding 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 analyze unpaid third‑party claims and delinquent accounts to determine appropriate follow‑up actions to ensure payment.
• Able to mentor and train staff.

• Immediate eligibility for health and welfare benefits.
• 401(k) savings plan with dollar‑for‑dollar match up to 5%.
• Tuition reimbursement.
• PTO accrual beginning Day 1.

• Education – High School Diploma/GED equivalent.
• Experience – 1 year of experience.

Entry level

Full‑time

Health Care Provider

Hospitals and Health Care