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.

• Assists patients and other visitors by performing patient related duties to include 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 computer system.
• Directs patients to appropriate waiting areas.
• Accepts payments for physician/clinic services according to established guidelines.
• Posts payments and enters charges into 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 with medical records duties by pulling charts for scheduled and walk‑in appointments, prescription refills and other requests.
• Retrieves, transports, sorts and files medical records.
• Copies medical record chart for patient transfers and referrals as requested.
• Assists 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 – H.S. Diploma/GED Equivalent
• Experience – 1 Year of Experience

• Entry level

• Full‑time

• Health Care Provider

• Hospitals and Health Care

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