PRN - Patient Access Specialist

Rowan Diagnostic Clinic, PA • Salisbury, NC

2d • Onsite

About The Position

The Patient Access Specialist is responsible for performing front desk functions, including checking patients in and out, scheduling appointments, collecting copays and balances, verifying insurance, filing claims, and scanning paperwork. This role also involves answering phone calls, managing messages, and adhering to safety and sanitation guidelines. The specialist will communicate effectively with staff and patients, work as a team player, and manage time and assignments efficiently. They must be able to multitask, handle busy environments, and communicate calmly and clearly with patients in various circumstances. Additionally, the role involves assembling patient health information, ensuring EHR accuracy, communicating with healthcare professionals, and providing charts for legal purposes. The specialist will also handle scheduling, urgent appointments, cancellations, and system problem consultation. A key part of the role is managing referral orders, verifying insurance eligibility, initiating and tracking referral processes, obtaining prior authorizations, and maintaining accurate records. The specialist will serve as a point of contact for specialists, coordinate medical information exchange, and resolve referral-related issues, while also providing patient education and support throughout the healthcare system navigation.

Requirements

• High School Diploma required (or equivalent)
• Proficient in English
• Knowledge of HIPPA Privacy Rules
• Knowledge of medical practice protocols related to scheduling appointments.
• Knowledge of manual/computerized scheduling systems.
• Knowledge of customer service principles, techniques and conflict resolution.
• Knowledge in Medical Insurance Account Balances - Collection of Payments
• Excel Spreadsheets
• Skill in dealing with masses of information in organized manner.
• Skill in using computer and medical records software.
• Skill in communicating effectively with physicians/clinicians about scheduling preferences.
• Skill in manipulating several different schedules at once.
• Skill in using Critical Thinking

Nice To Haves

• 2 years of college desired.
• Medical assistant certification.
• Proficient in Spanish

Responsibilities

• Checking patients in and out.
• Scheduling patients for all appointment types.
• Collecting copays/balances, current insurance cards, and verifying insurance eligibility.
• Filing claims and scanning all applicable paperwork into patient’s chart.
• Answering incoming patient telephone calls and portal messages.
• Following all safety and sanitation guidelines.
• Effective communication with all staff and patients.
• Working as a team player with fellow front desk members.
• Ability to alphabetize and put information into chronological order.
• Ability to schedule time and assignments effectively.
• Ability to multitask effectively, dealing with phone calls, staff, and patient communication.
• Ability to communicate calmly and clearly with patients about appointments in all circumstances.
• Ability to analyze situations and respond appropriately.
• Adapting to busy high-volume environments.
• Assembling patients’ health information including patient symptoms and medical history, exam results, X-ray reports, lab tests, diagnoses, and treatment plans.
• Checking to ensure all forms are completed, properly identified, and signed and that all necessary information is in the EHR.
• Communicating as needed with physicians and other health care professionals to obtain any additional information needed.
• Submitting files/documentation to physicians and other clinicians as requested.
• Providing charts/documents requested for use in legal actions, following patient consent and confidentiality protocols.
• Schedules appointments for patients when they call.
• Using Electronic Health Record to match physician/clinician availability with patient’s preferences.
• Ensuring that all cancellations or reschedules are properly recorded.
• Communicating as needed with physicians/clinicians and other staff about any patient concerns/issues related to scheduling.
• Consulting with Manager about any system problems.
• Use customer service principles and techniques to deal with patients calmly and pleasantly.
• Receive and process referral orders from PCP physicians.
• Verify patient insurance eligibility and referral requirements.
• Initiate and manage electronic and paper-based referral processes.
• Schedule appointments with specialists and communicate appointment details to patients.
• Obtain necessary prior authorizations and pre-certifications from insurance companies for imaging etc.
• Track referral status and follow up on pending referrals.
• Maintain accurate and up-to-date referral records in the electronic health record (EHR).
• Provide clear and concise information to patients regarding the referral process.
• Answer patient questions and address concerns related to referrals.
• Assist patients with scheduling appointments and navigating the healthcare system.
• Provide patient education regarding pre-appointment instructions and necessary documentation.
• Communicate with patients and other clinical staff regarding referral status and appointment updates.
• Serve as a point of contact for specialists and their staff.
• Coordinate the exchange of medical information between primary care physicians and specialists.
• Communicate with insurance companies to resolve referral-related issues.
• Collaborate with other members of the healthcare team to ensure smooth patient transitions.
• Maintain relationships with specialist offices.
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED