Patient Care Concierge I

CLAREMEDICA HEALTH PARTNERS LLC•Largo, FL
•Onsite

About The Position

The Patient Care Concierge is the first point of contact for patients at Claremedica and a key member of the healthcare team. Acting as a patient advocate, this role provides customer service and administrative support to help ensure smooth front-office operations and excellent patient care. The position includes greeting and assisting patients, managing appointments and check-in/check-out, maintaining patient records, handling phone calls and incoming faxes, and coordinating with medical staff. The concierge builds strong relationships with patients and helps them feel that their health is a priority. This position has no supervisory responsibilities. It is based at Claremedica of Anona in Largo, Florida, with local travel between care centers potentially required for coverage. The work environment is a general office setting with usually moderate noise and minimal safety hazards.

Requirements

  • High school diploma, GED, or equivalent combination of education and/or experience.
  • A minimum of one year of work experience in a medical clinic is desired, or prior customer service experience.
  • Exceptional oral and written communication, time-management, and organizational skills.
  • Ability to communicate professionally and courteously with employees, patients, and others.
  • A problem-solving mindset focused on patients and achieving team goals.
  • Knowledge of medical products, terminology, services, standards, policies, and procedures.
  • Ability to remain calm in busy or stressful situations and demonstrated strong listening skills.
  • Ability and willingness to travel locally and/or regionally up to 10% of the time to assist in covering other centers, as needed.
  • Proficiency in Microsoft Office Suite, including Word, PowerPoint, Outlook, and Excel, as well as other word-processing, spreadsheet, database, email, and presentation software.
  • Ability to type at least 40 WPM.
  • Basic phone and computer operation skills.
  • Ability to work effectively both independently and with other team members.
  • Ability to organize and complete work in a timely manner.
  • Attention to detail to ensure accuracy of reports and data.
  • Ability to problem-solve, multitask, and carry out instructions.
  • Ability to read, write, and communicate effectively in English.
  • Physical ability to stand, walk, sit, use hands to finger, handle, or feel objects, tools, or controls; reach; climb stairs; balance; stoop; kneel; crouch; crawl; talk; and hear.
  • Ability to occasionally lift or move up to 15 pounds.
  • Vision abilities including close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
  • Manual dexterity to use desktop computers and peripherals.

Nice To Haves

  • BLS certification preferred.
  • Bilingual ability is a plus.
  • HIPAA and AHCA experience preferred.
  • Healthcare experience preferred.
  • EMR system experience preferred.

Responsibilities

  • Interact with patients and visitors politely and in a friendly manner; enthusiastically greet guests entering the center.
  • Prepare new patient registration and manage patient check-in and check-out.
  • Answer phone calls professionally and courteously, taking detailed and accurate messages.
  • Schedule, reschedule, and confirm appointments while maintaining and organizing the provider’s schedule.
  • Verify patient demographic information and materials provided by patients or their representatives.
  • Obtain insurance information, verify patient insurance, collect required copays, and collect outstanding balances before visits.
  • Verify that each patient is scheduled for the proper appointment type.
  • Run the end-of-day financial reconciliation report and provide it to the Leader along with any cash collected.
  • Send detailed Telephone Encounters to the corresponding parties.
  • Scan necessary documents, including insurance cards and lab requisitions, into the EMR system.
  • Monitor and process incoming faxes.
  • Restock office supplies as needed and maintain an inventory log.
  • Keep the front office and lobby neat and tidy.
  • Maintain the confidentiality of patients’ personal information and medical records.
  • Participate in daily and weekly huddles.
  • Present patients with a customer service survey at checkout and escalate issues when immediate service recovery is needed.
  • Travel locally and/or regionally, as needed, to assist with coverage at other centers.
  • Perform other duties as assigned and modified at the manager’s discretion.
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