Patient Access Specialist

Rancho Health MSO, Inc • Temecula, CA

11h

About The Position

This job description is to summarize the major duties and responsibilities performed in this job. Incumbents may be requested to perform job-related tasks other than those specifically presented in this description. Patient Access Specialist is responsible for booking patients’ visits. This process includes greeting, identifying the needs of the patient, and scheduling an appropriate visit. Patient Access Specialist should help ensure the booking of an appointment is as pleasant an experience as possible.

Requirements

• High school graduate or equivalent preferred.
• Customer Service Experience: A minimum of 1–2 years of experience in customer service, preferably in a healthcare or call center environment.
• Multitasking Skills: Demonstrated ability to handle high call volumes while maintaining accuracy and a positive attitude.
• Communication Skills: Strong verbal and written communication skills, with the ability to manage sensitive and confidential information professionally.
• Ability to communicate effectively and congenially with patients and staff members in person and over the phone.
• Ability to exercise tact, initiative, and good judgement when interacting with patients and staff members.
• Basic office skills such as typing, transferring calls, etc.
• Organizational and problem-solving skills.
• Ability to work on the computer for long stretches of time.
• Ability to navigate and accurately input within the EMR system.
• Ability to accept supervision and feedback.

Nice To Haves

• Healthcare Knowledge: Previous experience in a medical office, clinic, or healthcare-related call center is preferred but not required.
• Bilingual Spanish is preferred.

Responsibilities

• Greet patients with a warm salutation and conversation with congenial closing.
• Consistently and accurately collect the patient’s personal and insurance information, including any necessary updates.
• Run patient insurance eligibility.
• Review provider schedules to ensure correct placement of appointments.
• Follow triage protocol as needed.
• Work cooperatively with others, including appropriate communication with patients, providers, support staff and administration.
• Route calls to appropriate departments when applicable utilizing a warm handoff.
• Attempt to answer questions prior to forwarding the patient’s question/concern via message.
• Send appropriate inbox messages for med refills, form status, lab results, patient questions when applicable. Include all relevant information in the message.
• Communicate patient results when they are available and have been reviewed by the provider.
• Reschedule patients as needed due to scheduling conflicts.
• Encourage and help patients with MyChart set up.
• Comply with all company policies and procedures found in the employee handbook.
• Perform other duties and tasks as assigned by leadership.

Benefits

• We offer a comprehensive benefits package designed to support your health, family, financial security, and work-life balance.
• This includes wellness coverage (medical, dental, vision), life and disability options (life, AD&D, voluntary plans), flexible spending accounts (healthcare and dependent care), retirement savings with a 401(k) match, employee referral bonuses, and generous time off including paid holidays.
• Employees also have access to an Employee Assistance Program to support overall well-being.

What This Job Offers

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