OAM - Patient Scheduling Associate - Primary Care

OAM - Patient Scheduling Associate - Primary Care

Position Summary / Career Interest:

The Patient Scheduling Associate provides the highest level of customer service as they assist patients with routine scheduling of new and follow-up appointments requested by patients and providers and may also contact patients who have received a specialty referral. The Patient Scheduling Associate also assists patients with insurance registration with The University of Kansas Health System's outpatient clinics. This work may be done away from the front desk of a clinical area and could include work in a call center setting taking large volumes of patient phone calls.

(Employees in the call center setting may have the opportunity to work remotely from home after demonstrating consistent competency with job duties.) In the clinical location, this role is responsible for front desk operations including greeting and checking in customers and visitors, copay collection, completing MyChart and EMR (Electronic Medical Record) appointment requests, processing external medical records and helping the physician care team prepare for daily patient appointments.

Responsibilities and Essential Job Functions

• Position responds to a high-volume of incoming telephone calls. Answers phone calls in a timely manner; provides complete and accurate exam related information to the patient regarding prep and other exam related notes; keeps work area organized and scheduling information readily available; maintains productivity within benchmark levels. Works to achieve a coordinated patient itinerary sometimes consisting of multiple appointments.
• Educates patients on providing medical records and other medical documentation needed for TUKHS appointments. Verifies patient demographics and insurance information and verification, completing the Medicare Secondary Payer Questionnaire (MSPQ), scanning document preparation, updating documentation and processing of referrals/order/appointment requests. Scheduler maintains discretion and protects patient confidentiality and privacy. Secures patient signatures for consent and financial forms. Familiarity with insurance coverage types (HMO, PPO, VA, Medicare).
  
  Identifies insurance plans and specific procedures which need to be pre-approved. Pre-certifies required tests and procedures. Preauthorization of clinic specific visits and procedures as needed.
• Pre-Visit Scheduling Schedule internal and external incoming department referrals. Complete order entry using hospital information system or manual order forms (test requisitions) including cancellation or modification of orders as required. Review all clinic orders for date, time, signature, and pagers. Verifies referring physician orders against scheduled appointments for accuracy.
• Supports both front desk and scheduling (telephone and MyChart) workflows. May assist patient with MyChart activation and support, including how to complete check-in online prior to the appointment. Responsible for supporting patient through self-check-in utilizing MyChart and the EMR. Ensure proper front desk coverage until last patient is dismissed from the clinic and any follow-up visits are scheduled. Responsible for outpatient clinic direct rooming
• Schedules/reschedules/cancels in person appointments, telehealth visits, surgeries, procedures and/or ancillary services and all incoming department referrals using Epic Cadence decision trees in a courteous, professional and timely manner; accommodates all scheduling requests; prioritizes exams based on clinical indications and contraindications; confirms patient appointments.
• Responsible for collecting all point of service collections due per the EMR generated patient estimate including copay, co-insurance, and deductibles. Follows and completes all standard registration documentation and scanning process in the Health System EMR. Efficiently navigates medical records and ensure patient information is up-to-date and accurately entered in the correct location.
• Effectively communicates Health System Policies to patients and patient advocates. Uses reference documents and online knowledge base tools to clearly articulate…