Patient Service Specialist

Cleveland Clinic

About The Position

The Patient Service Specialist delivers an exceptional, patient-first experience to patients, families, and visitors, from arrival through departure. The role supports patients with scheduling, pre-registration, MyChart enrollment, and visit preparation, while helping create a welcoming and professional environment. It is also described as a steppingstone to other roles in Customer Service and various Cleveland Clinic departments. The caregiver works between 8:00 a.m. and 5:00 p.m. and is required to work three weekend days each yearly quarter. Duties include patient registration and visit preparation, telephone triage, insurance verification, co-pay collection, patient and record tracking, scheduling, arrival and departure desk activities, and screening and scheduling interpreter services. The specialist also maintains confidential patient information and recruits, enrolls, and educates patients on MyChart and Appointment Pass.

Requirements

  • High school diploma or GED and two years of experience in patient registration, appointment scheduling, insurance processing, or customer service; or an associate degree and one year of experience; or a bachelor's degree.
  • Ability to operate a PC and other office equipment.
  • Ability to navigate various locations and function in a fast-paced, hectic environment.
  • Ability to lift and transport up to 25 pounds.
  • Good visual acuity, with or without correction.

Nice To Haves

  • Knowledge of medical terminology.

Responsibilities

  • Provide a comprehensive, proactive, patient-first experience for patients and visitors.
  • Investigate, triage, and resolve patient issues using the established HEART model.
  • Create a welcoming and professional environment and interact with patients to ensure positive experiences.
  • Perform patient registration and visit preparation.
  • Perform telephone triage and insurance verification, and collect co-pays.
  • Track patients and records; schedule appointments and perform arrival and/or departure desk activities.
  • Screen for and schedule interpreter services.
  • Enter and maintain confidential patient information.
  • Recruit, enroll, and educate patients on MyChart and Appointment Pass.
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