Patient Intake Specialist Hybrid

Central Oregon Pediatric Associates•Bend, OR

7h•Hybrid

About The Position

This position is only available to applicants in Central Oregon. FTE: 1.0 Non-Exempt Monday - Friday, 11:00am-8:00pm. At COPA, every patient experience starts with connection. The Patient Intake Specialist serves as the welcoming voice and steady guide helping families access care through appointment scheduling and the MyHealth Portal. From a remote workspace, this role ensures every interaction is seamless, supportive, and secure. This position goes beyond scheduling. It requires precision in navigating systems, protecting patient privacy, and creating a smooth, family-friendly experience that reflects COPA’s commitment to compassionate pediatric care. Detail-oriented, tech-savvy professionals who are passionate about making a meaningful impact behind the scenes will thrive in this role.

Requirements

High School diploma or equivalent required
Three years of customer service experience required
Clerical experience in clinical setting preferred
Intermediate and advanced phone, verbal and computer skills
Ability to work well under pressure with minimal supervision
Flexibility and willingness to handle a variety of tasks
Ability to handle the changing needs of the department and organization
Must be flexible and willing to work during the evenings, weekdays and weekends as needed by organization for coverage purposes
Proficient with Microsoft Office Suite
Use of clear and audible speaking voice and the ability to hear normal speech level in person, over the telephone or through use of other required technology.
Sitting or standing for long periods of time.
Frequent repetitive motion includes computer keyboard use, reaching with hands and arms, and walking.
Occasional lifting and or moving up to 30 pounds and on rare occasion up to 50 pounds.
Specific vision abilities required include viewing computer monitor for long periods of time, close vision, distance vision, color vision, peripheral vision, and depth perception
Must be able to wear appropriate personal protective equipment (PPE) as required
Work inside in a COPA clinic or personal office (HIPAA Compliant) Setting with ergonomically configured equipment
Must maintain a consistent and reliable home internet connection that meets the technical requirements necessary to perform the essential functions of this remote role. A minimum internet speed of 100 Mbps download and 10 Mbps upload is required to effectively support COPA systems, secure applications, and video communication
A professional, confidential, and quiet work environment must be maintained at all times to ensure patient privacy and high-quality service

Nice To Haves

Recognized certifications include: AHIMA - RHIT, AAPC - CPC, OHA - HCI Qualified or Certified Interpreter.
Epic EMR experience preferred.
Bilingual in Spanish and English a plus

Responsibilities

Deliver exceptional customer service by phone, creating a welcoming patient experience while accurately gathering and verifying registration information.
Schedule same-day and future appointments, verify insurance coverage, and communicate appointment and financial details to patients and families.
Maintain accurate patient records within the EMR, audit accounts for data integrity, and ensure compliance with HIPAA and medical records regulations.
Coordinate communication across clinical and administrative departments, efficiently route calls, create encounters, and support daily operational workflow.
Resolve scheduling conflicts, assist families with Patient Portal access, and utilize strong problem-solving skills to support patient care and provider efficiency.