Patient Services Specialist-Thousand Oaks Office Featured Thousand Oaks, CA
Listed on 2026-02-21
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Healthcare
Healthcare Administration, Medical Receptionist
SUMMARY
As the Patient Services Specialist, you are responsible for providing administrative and general support to staff, patients, and physicians to ensure that a high quality, professional and efficient administration service is consistently provided to patients. This role is a crucial link between our patients’ and clinical teams.
As Patient Services Specialist, you will ensure a high level of patient service is provided including anticipating needs, maintaining patient service expectations, and reacting to feedback. Specialized duties such as verifying insurance, obtaining pre-authorizations for services, and coordinating with providers and insurance companies.
Performs the following duties personally and coordinates with team members to ensure successful completion of assigned tasks.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. AuthorizationSpecific Duties :
- Verify patient insurance eligibility and benefits
- Obtain and process prior authorizations for appointments, procedures, and treatments
- Coordinate with physicians to gather necessary information for approvals
- Ensure all necessary documentation for authorization is completed and submitted correctly
- Understand and use specialty-specific terminology, like CPT codes
- Monitoring and reacting to patient feedback
- Monitoring the flow of patients and directing as appropriate
- Answering and attending to all telephone calls in a timely manner
- Responding to queries in accordance with the privacy policy
- Providing support to Physicians and other internal customers, as required
- Assist with patient questions regarding billing and insurance payments
- Maintenance and improvement of the patients’ waiting room
- Maintaining the look and feel of both patient and employee-facing spaces, restocking supplies, and organization
- Dealing with people traffic, by directing vendors and visitors as they come and ensuring compliance to sign in protocols
- Scheduling Physician appointments with regard to availability & appropriate time frames.
- Undertaking all actions to support a Physician's clinic visit, including ensuring the completeness of patient records prior to and subsequent to the visit
- Admitting and discharging patients, prior to and following, consultation, evaluation and follow-up appointments
- Registering new patients in a timely manner and ensuring the accuracy of personal and billing details
- Ensuring all documentation and correspondence required for the consultations appointment is registered
- Creating referring doctor records as required
- Following up on referrals
- Document management
- Work co-operatively within a multidisciplinary team and assist other team members to achieve team objectives and work outcomes.
- Provide excellent customer service
This job description in no way states or implies that these are the only duties to be performed by this employee. He or she will be required to follow any other instructions and to perform any other duties requested by his or her supervisor.
SUPERVISORY RESPONSIBILITIESThis job has no supervisory responsibilities.
QUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and EXPERIENCE- High School diploma or GED.
- Over 1 year up to and including 3 years of related experience
- Demonstrated ability in an administrative role within a busy, customer focused environment, medical preferred.
- Experience in handling and resolving urgent matters and time-critical medical appointments.
- Ability to use clinical administration systems, as well as Microsoft Office software.
To perform this job successfully, an individual should have basic to intermediate knowledge of:
Microsoft Office Suite: particularly Outlook Communication Management software, Word, and Excel. Knowledge of patient billing systems and related funding mechanisms. Experience with Internet usage, PC and/or MAC and Windows.
SKILLS AND ABILITIES
- Collaborative approach in working with the wider administration team and other internal customers, in line with the organization values.
- Flexible approach to work
- Strong organization and communication skills, with the ability to liaise with both internal and external stakeholders.
- Proven experience working effectively both independently and in a team environment.
- Communicate clearly and concisely, both orally and in writing.
- Ability to understand and carry out verbal and written directions.
- Follow CRO policies and procedures.
- Ability to work independently in the absence of supervision.
- Must properly control the release of proprietary and confidential information.
- Travel as required to other centers
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