Patient Scheduling Specialist

The University of Kansas Health System

3d•Remote

About The Position

The Patient Scheduling Specialist in call center location monitors incoming call volume throughout the day and assigns staff accordingly to various scheduling duties. Specialist may also function as an associate/representative as needed. Patient Scheduling Specialist located in Clinic locations are responsible for creating a seamless experience by coordinating and scheduling appointments for patients; including imaging, laboratory, clinic, infusion, treatment, and/or procedures. The Specialist is an important member of the physician's care team and critical in creating a pleasant patient experience within an ambulatory clinic. Position may provide support for front desk operations including greeting and checking in customers and visitors, answering calls, copay collection, completing MyChart and EMR appointment requests, processing external medical records and helping the physician care team prepare for their daily appointments. This team member has demonstrated their ability to manage the most advanced scheduling and rescheduling workflows in the clinic. This position may be an escalation point for lower level schedulers. This position may also be required to leverage additional scheduling systems to coordinate schedules for patient care.

Requirements

High School Graduate or GED.
2 or more years of progressively responsible and directly related work experience in a healthcare setting OR some combination of health care or contact center experience including 1 year in a UKHS patient scheduling position.
Proven ability to effectively schedule for situations with interval timing of appointments for complex care regimens.
Proficient in navigating EPIC EMR to include MyChart messaging as well as use additional scheduling modules (e.g. Beacon Scheduling Orders.)
Ability to read, write, speak, and understand English.
Basic computer skills including Microsoft Excel, Word, Outlook, and Teams.
High level of customer service skills focusing on problem resolution.

Nice To Haves

College coursework completed towards an Associate’s or Bachelor’s Degree
Highest level of customer service skills focusing on problem resolution
If bilingual-Documented proof of competencies via language proficiency assessments

Responsibilities

Monitors incoming call volume throughout the day and assigns staff accordingly to various scheduling duties.
Functions as an associate/representative as needed.
Coordinates and schedules appointments for patients, including imaging, laboratory, clinic, infusion, treatment, and/or procedures.
Supports front desk operations including greeting and checking in customers and visitors, answering calls, copay collection, completing MyChart and EMR appointment requests, processing external medical records and helping the physician care team prepare for their daily appointments.
Manages advanced scheduling and rescheduling workflows in the clinic.
Serves as an escalation point for lower level schedulers.
Leverages additional scheduling systems to coordinate schedules for patient care.
Responds to a high-volume of incoming telephone calls.
Accurately schedules/reschedules/cancels patient visits, including clinic appointments (in person and telehealth), treatments such as (chemotherapy, radiation therapy, surgeries, procedures and/or ancillary services) using extensive knowledge of appointment types, locations, providers and specialties.
Responsible for registration of patient during the scheduling process, including entering demographics, insurance verification, completing the Medicare Secondary Payer Questionnaire (MSPQ), scanning and document preparation, updating documentation and processing of referrals/order/appointment requests.
Verifies referring physician orders against scheduled appointments for accuracy.
Delivers expert knowledge and understanding of scheduling guidelines, patient registration, pre-certification requirements and basic levels of health insurance and billing procedures and regarding specific processes.
Manages scheduling workload from assigned Appointment Request Workqueue (WQ), filters and prioritizes appointment requests per specialty standards keeping close communication with the providers and clinical team members to verify any change requests and ensure continuity of care.
Demonstrates proficiency, accuracy and attention to detail in all aspects of the job which includes scheduling, order entry and scanning capabilities, as well as coordination of all aspects of anesthesia studies.
Communicates with Financial Advisor when the patient has concerns/questions about financial responsibility for appointments /treatments/procedures scheduled.
Directs patients to call insurance provider for copay or benefits information or transfers callers to Financial Advisor for specific payment inquiries, including self pay plans.
Trains new employees on department, POD, and clinic-specific operational protocols and workflows using approved materials and approaches.
Uses training delivery methods per the curriculum plan including classroom content, on-the-job, and interactive hands-on exercises.
Evaluates trainee progress using provided assessment tools.
Provides feedback to management on trainee's progress.
Schedules referral appointments for external offices, faxes/sends necessary referral and medical records to referred physician office utilizing specialty software modules such as Beacon.
Builds and maintains trusting relationships with provider and clinical team to providing holistic and patient centered scheduling services, while advocating for patient's needs (transportation, financial, logistical) and coordinating care appointments across multiple campuses.
Manages department Scheduling Inbasket and voicemails (depending on work location).
Engages with patients in a timely manner; provides complete and accurate information to the patient regarding prep and other exam related notes.
Checks out patients from clinic visit, providing options for receipt of after visit summary and support for EMR patient portal (EPIC MyChart) sign up.
Handles calls as needed to ensure department meets service level goals.
Identifies urgent customer needs or operational issues, and escalates appropriately.
Provides courteous and timely response to scheduling requests via electronic patient communication/interactions including MyChart messages and Artera text messaging platform.
Supports both front desk and scheduling (telephone and MyChart) workflows.
Assists patients with MyChart activation and support, including how to complete check-in online prior to the appointment.
Monitors daily call volume to assign staff based on fluctuations.
Ensures proper front desk coverage and remains in clinic until last patient is checked out and any follow-up visits are scheduled.
Demonstrates knowledge, adheres to, and educates others for the promotion of safety regulations, disaster plans, emergency response, infection control, fire safety, hazardous material policies and procedures.
Schedules follow-up internal and external diagnostic and therapeutic orders creating a patient itinerary based on provider orders.
May be expected to provide coverage at alternate locations to help meet critical staffing level needs, as delegated by management.
Attends and actively participates in staff training or educational activities relating to job role.
Attends and participates in department clinic daily huddles and process improvement initiatives.
Understands patient experience performance expectations for ease of scheduling appointment, degree to which you were informed of delays, likelihood to recommend practice, courtesy of front desk and staff worked together for your care.
Has a working knowledge of patient related policies and procedures as well as an understanding of the University of Kansas Health System services and programs.
Responsible and accountable for achieving organizational targets related to patient experience, people, sustainability, safety & operational excellence.
Must meet the competencies for this role before being eligible for advancement to next level scheduling role.
Must be able to perform the professional, clinical and or technical competencies of the assigned unit or department.