Patient Advocate

Jordan Valley Health•Springfield, MO

About The Position

The Patient Advocate manages patient appointments, supports a seamless check-in process, helps patients navigate financial assistance and community resources, and maintains accurate financial and administrative records. The role requires strong customer service, attention to detail, and the ability to work effectively in a fast-paced clinical environment while promoting teamwork and meeting performance objectives. Jordan Valley Health is a mission-driven organization providing primary medical, dental, vision, and behavioral health services in underserved communities. Its mission is to improve community health through access and relationships. Employees must provide proof of vaccination for Flu, Hepatitis B, and Tuberculosis (TB).

Requirements

  • Proficiency with Windows-based computer programs.
  • Excellent telephone, interpersonal, and communication skills.

Nice To Haves

  • Associate’s degree or healthcare-related certification.
  • One year of progressive work experience in a medical setting.

Responsibilities

  • Schedule patient appointments, follow-ups, and procedures according to provider availability and clinic protocols.
  • Confirm, reschedule, and manage cancellations while minimizing scheduling conflicts.
  • Provide patients with appointment details, preparation instructions, and required documentation.
  • Greet patients and support a positive check-in experience.
  • Verify patient demographics, insurance information, and required documentation.
  • Collect co-pays, outstanding balances, and required forms.
  • Obtain and scan patient identification, insurance cards, and consent forms.
  • Maintain accurate and current patient information in the electronic medical records (EMR) system.
  • Answer phone calls, respond to patient inquiries, and provide general clinic information.
  • Assist with daily reports, appointment reminders, and other clerical tasks.
  • Liaise between patients and clinical teams through in-basket messaging, tasks, and medication requests.
  • Help patients connect with financial assistance programs, including Medicaid applications, sliding-scale enrollment, and payment agreements.
  • Guide patients who have difficulty completing paperwork or understanding medical or financial information.
  • Educate patients about community resources and help them access appropriate services.
  • Provide sensitive, compassionate, patient-centered support.
  • Maintain daily cash balancing and reporting.
  • Handle patient payments, generate receipts, and reconcile end-of-day collections.
  • Work collaboratively to support organizational goals and objectives.
  • Meet agreed-upon goals and deadlines, including monthly individual productivity goals and management-determined KPIs.
  • Follow healthcare privacy regulations, including HIPAA, when handling patient information and medical records.
  • Perform other duties as assigned to support clinic operations.

Benefits

  • Medical and prescription drug coverage with three plan options through UnitedHealthcare’s Choice Plus network.
  • Access to telemedicine services through Teladoc.
  • Health Savings Account (HSA) for employees enrolled in the High Deductible Plan, with employer contributions and tax advantages.
  • Healthcare and dependent care Flexible Spending Accounts (FSAs).
  • Dental insurance through Cigna’s DPPO network.
  • Vision coverage through EyeMed’s Insight network.
  • Pre-tax and Roth 403(b) retirement plans with a 5% employer match starting after 30 days of employment.
  • Basic Life and AD&D insurance at no cost, with optional additional coverage.
  • Short-term and long-term disability insurance.
  • Free confidential Employee Assistance Program (EAP), including counseling and crisis intervention.
  • Voluntary critical illness, accident, hospital care, and pet insurance through MetLife.
  • Pay on demand.
  • Nine paid holidays per year.
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