Patient Access Specialist 1

Rancho Health MSO, Inc•Temecula, CA

13d•$23 - $25

About The Position

The Patient Access Specialist is responsible for booking patients’ visits and helping make appointment scheduling a pleasant experience. The role involves greeting patients, identifying their needs, and scheduling appropriate visits. The specialist also provides patient access support by handling calls, maintaining accurate patient and insurance information, coordinating with providers and staff, and assisting patients with MyChart setup. The position works Monday through Friday, 8:00 a.m. to 5:00 p.m., with 1–5% travel.

Requirements

High school graduate or equivalent preferred.
At least 1–2 years of customer service experience; healthcare or call center experience is preferred.
Ability to handle high call volumes while maintaining accuracy and a positive attitude.
Strong verbal and written communication skills, including professional handling of sensitive and confidential information.
Ability to communicate effectively and congenially with patients and staff in person and over the phone.
Ability to exercise tact, initiative, and good judgment when interacting with patients and staff.
Basic office skills, such as typing and transferring calls.
Organizational and problem-solving skills.
Ability to work at a computer for extended periods.
Ability to navigate and accurately enter information in an EMR system.
Ability to accept supervision and feedback.
Must be authorized to work in the United States.

Nice To Haves

Previous experience in a medical office, clinic, or healthcare-related call center.
Bilingual Spanish.

Responsibilities

Greet patients warmly and close conversations congenially.
Accurately collect and update patients’ personal and insurance information.
Run patient insurance eligibility checks.
Review provider schedules to ensure appointments are placed appropriately.
Follow triage protocols as needed.
Communicate and cooperate with patients, providers, support staff, and administration.
Route calls to appropriate departments using a warm handoff when applicable.
Attempt to answer questions before forwarding patient concerns by message.
Send appropriate inbox messages about medication refills, form status, lab results, and patient questions, including relevant information.
Communicate patient results once they are available and have been reviewed by a provider.
Reschedule patients when scheduling conflicts arise.
Encourage and assist patients with MyChart setup.
Comply with company policies and procedures in the employee handbook.
Perform other duties and tasks as assigned by leadership.