Patient Case Coordinator

Confluent Health•New York, NY

10d

About The Position

At Confluent Health and its affiliated brands, the Patient Case Coordinator is central to the patient experience and serves as a welcoming, organized, and professional first point of contact. This is a fast-paced, multitasking role that supports patients and the clinical team throughout the patient’s visits. No prior medical experience is required; comprehensive training is provided in EMR navigation, insurance fundamentals, scheduling workflows, and phone etiquette.

Requirements

High school diploma or GED.
At least one year of experience in a customer-facing or patient-facing role, such as retail, hospitality, call center, medical reception, or another setting involving regular public interaction in person or over the phone.
Ability to manage multiple tasks while staying organized and detail-oriented.
Confidence and comfort communicating by phone, including handling incoming calls patiently and professionally.
Basic computer proficiency, including the ability to learn new systems, use scheduling software, send emails, and work in spreadsheets.

Responsibilities

Create a welcoming, professional first impression for patients, visitors, and referral sources.
Manage front desk operations, including patient check-in and check-out, scheduling, insurance verification and authorization, and phone calls.
Review, schedule, and follow up on incoming referrals by gathering information, creating or updating patient records, and explaining next steps to patients.
Keep patient flow and schedules moving by confirming appointments, working waitlists, filling cancellations, and following up with patients who need future visits.
Collect copays, balances, and other patient payments accurately and professionally, and perform basic payment tracking or reconciliation when needed.
Protect patient privacy and uphold HIPAA standards in front desk interactions and documentation.