Patient Services Specialist 2

Baylor Scott & White Health•Dallas, TX

About The Position

The Patient Services Specialist 2 provides administrative support in a physician’s office, clinic, or other area, helping ensure high-quality, patient-centered care. The role includes patient relations, check-in and check-out, scheduling, insurance verification, answering phones, and may include training and mentoring junior Patient Services Specialists. The position also supports patient registration, payment processing, patient and medical record tasks, and responses to routine escalated inquiries and complaints. It requires knowledge of registration and insurance procedures, strong communication skills, computer proficiency, and the ability to maintain records and help resolve unpaid claims and delinquent accounts.

Requirements

High school diploma or GED equivalent.
Two years of experience.
Excellent listening, social, and oral and written communication skills.
Professional and respectful telephone etiquette, with the ability to adapt communication style to different audiences.
Knowledge of patient registration procedures and documentation.
Knowledge of medical insurance claims procedures and documentation, including thorough knowledge of the Out of Network process.
Proficiency using personal computers and related software applications.
Skill in preparing and maintaining patient records.
Ability to examine unpaid third-party claims and delinquent accounts and determine appropriate follow-up actions to ensure payment.
Ability to mentor and train staff.

Responsibilities

Assist patients and visitors with check-in, check-out, scheduling, insurance verification, and telephone inquiries.
Arrange follow-up visits and referral appointments.
Register patients by collecting and verifying insurance information, verifying demographics, and entering changes into the computer system.
Direct patients to appropriate waiting areas.
Accept and post payments for physician or clinic services, enter charges using appropriate codes, generate daily payment reports, and verify the cash drawer against the report.
Provide accurate patient, medical, financial, or procedural information to patients or approved entities.
Discuss financial arrangements with patients when requested.
Respond to routine escalated inquiries about services, hours of operation, and related matters, and ensure patient complaints are handled appropriately.
Support medical records duties by pulling charts, retrieving, transporting, sorting, and filing records, and copying charts for patient transfers and referrals as requested.
Help train and mentor junior staff as requested.