Patient Advocate

Jordan Valley Health•Lebanon, MO

20d

About The Position

The Patient Advocate manages patient appointments, supports a seamless check-in process, assists patients with financial and resource navigation, and maintains accurate financial and administrative records. The role calls for 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 that provides primary medical, dental, vision, and behavioral health services to underserved communities. Its mission is to improve community health through access and relationships.

Requirements

Excellent telephone, interpersonal, and communication skills.
Proficiency with Windows-based computer programs.
All employees must provide proof of vaccination for Flu, Hepatitis B, and Tuberculosis (TB).

Nice To Haves

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

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 appointment details, preparation instructions, and necessary documentation to patients.
Greet patients and support a positive check-in experience.
Verify patient demographics, insurance information, and required documentation.
Collect co-pays, outstanding balances, and necessary forms.
Obtain and scan patient identification, insurance cards, and consent forms.
Maintain accurate and updated 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 as needed.
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 enrollments, and payment agreements.
Guide patients who need help completing paperwork or understanding medical or financial information.
Educate patients about community resources and facilitate access to appropriate services.
Provide compassionate, patient-centered support sensitive to patient needs.
Maintain daily cash balancing and reporting; handle patient payments, generate receipts, and reconcile end-of-day collections.
Work effectively with the team to support organizational goals and objectives.
Meet agreed-upon goals and objectives within specified time frames and monthly individual productivity goals and KPIs set by Management.
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, including access to Teladoc telemedicine.
Health Savings Account (HSA) for employees enrolled in the High Deductible Plan, with employer contributions.
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.
Long-term and short-term disability insurance.
Free confidential Employee Assistance Program (EAP) support, including counseling and crisis intervention.
Optional critical illness, accident, hospital care, and pet insurance through MetLife.
Pay on demand available.
Nine paid holidays per year.