Patient Care Specialist II

Job Description Summary

• Greets, registers, and checks in patients, ensuring all demographic, insurance, consent, and contact information is accurate and current in the EHR.
• Collects and processes copayments following standard cash-handling and reconciliation procedures.
• Verifies insurance eligibility, obtains required authorizations, and documents verification results accurately in the patient record.
• Provides clear explanations of check-in processes, insurance requirements, and payment expectations.
• Answers and routes phone calls, schedules or reschedules appointments, and maintains daily appointment schedules while communicating adjustments to clinical staff.
• Processes urgent specialist referrals, appointment ticklers, and medical record release requests in a timely and accurate manner.
• Performs clerical and administrative tasks including filing, faxing, scanning, and uploading documents into the EHR.
• Reviews patient accounts for outstanding balances or documentation errors and partners with billing to resolve discrepancies.
• Maintains full HIPAA and privacy compliance by safeguarding patient information, properly managing documentation, and limiting access to authorized users only.
• Identifies and reports potential privacy breaches, compliance risks, or billing concerns promptly according to established protocols.
• Prepares, routes, and manages medical documentation to ensure completeness, confidentiality, and accuracy.
• Provides professional, courteous customer service and maintains composure during high-volume or challenging situations.
• Coordinates scheduling across multiple providers, departments, or specialties to support efficient patient flow.
• Audits patient charts, registration data, and referral documentation to identify and correct compliance or process issues.
• Participates in mandatory training programs related to compliance, privacy, workflow changes, and patient experience.
• Supports the Practice Manager and care team with assigned administrative tasks.
• Participates in departmental audits, workflow redesign initiatives, and implementation of new systems or technologies.
• Prepares and distributes operational reports related to scheduling efficiency, registration accuracy, or service metrics.
• Demonstrates excellent guest service to internal team members and patients.
• Performs other related duties as assigned.

High school diploma or GED required.

• 2+ years of progressive experience in a healthcare or patient access environment.
• Strong working knowledge of EHR systems, insurance verification, and medical terminology.
• Strong attention to detail, interpersonal communication, and time-management skills.
• Demonstrated professionalism and commitment to patient confidentiality.
• Demonstrates empathy and professionalism when interacting with patients and families.
• Adheres to HIPAA and privacy standards in all communications and record handling.
• Consistently meets expectations, follows direction, and maintains punctuality.
• Adjusts to changing workflows and patient volume with composure and teamwork.
• Demonstrated ability to manage multiple priorities while maintaining accuracy.
• Proven commitment to maintaining confidentiality, accuracy, and professional ethics.
• Ability to work independently in a fast-paced, cross-functional environment.