Patient Liaison

Ocean Health Initiatives•Lakewood, NJ

22h

About The Position

The Patient Liaison is a patient-facing and administrative role within Ocean Health Initiatives’ multi-tiered Patient Access Representative (PAR) function. The position supports the patient experience and efficient clinical operations through appointment preparation, greeting and assisting patients, verifying information, collecting documentation, and providing administrative support. The tiered PAR structure allows for growth as responsibilities increase, with training and guidance from practice leadership. The Patient Liaison pre-registers patients, reviews and confirms appointment details, and manages rescheduling and cancellations to support patient flow. The role verifies and updates insurance information, obtains required patient consents, and accurately records demographic and other information using Phreesia. It also assists walk-in patients, processes documents, manages medical-record requests, organizes forms, and provides patients with required letters or documentation.

Requirements

High school diploma or equivalent.
Professional verbal and written communication skills.
Proficiency in Microsoft Office 365.

Nice To Haves

One to two years of experience using an EMR system.

Responsibilities

Pre-register and greet patients; review appointment details, collect necessary information, and confirm appointments.
Manage appointment rescheduling and cancellations to help maximize patient flow and minimize wait times.
Verify and update insurance information, including coverage and primary care provider details, and complete necessary forms such as PCP change forms.
Refer patients to the Financial Screener when insurance is inactive or issues arise, and ensure appropriate follow-up for financial assistance and resolution.
Obtain required patient consents, including Family Planning, medical treatment, HIPAA acknowledgment, medication history, NJIIS consent, and financial responsibility forms.
Capture and update patient demographics using Phreesia and accurately record all data, including NJIIS entries.
Assist walk-in patients by following walk-in protocols, collecting and processing inbound transition documents, and working toward a positive outcome.
Perform administrative duties, including managing medical-record requests, collecting and organizing patient forms, and providing patients with letters or other required documentation.
Ensure patient-related paperwork is accurate, processed in a timely manner, and added to the appropriate patient records.