Patient Services Specialist II – Primary Care (Trophy Club)

Baylor Scott & White Health•Westlake, TX

About The Position

The Patient Services Specialist II provides administrative support in a physician’s office, clinic, or other area to help ensure high-quality, patient-centered care. The role handles patient relations, check-in and check-out, appointment scheduling, insurance verification, phone inquiries, payments, and medical records. It may also involve training and mentoring junior Patient Services Specialists.

Requirements

  • High school diploma or GED equivalent.
  • At least 1 year of experience.
  • Knowledge of patient registration procedures and documentation.
  • Knowledge of medical insurance claims procedures and documentation, including thorough knowledge of the Out of Network process.
  • Skilled in using personal computers and related software applications.
  • Skilled in preparing and maintaining patient records.
  • Able to examine unpaid third-party claims and delinquent accounts and determine appropriate follow-up actions to ensure payment.
  • Able to mentor and train staff.
  • Excellent listening, social, and oral and written communication skills; professional and respectful telephone etiquette; ability to adapt communication style to different audiences; and a caring, upbeat, tactful, and gracious manner.

Responsibilities

  • Assist patients and visitors with check-in, check-out, scheduling, insurance verification, and phone inquiries; arrange follow-up visits and referral appointments.
  • Register patients by collecting and verifying insurance information, confirming demographics, entering changes into the computer system, and directing patients to appropriate waiting areas.
  • Accept payments for physician or clinic services, post payments and 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, and discuss financial arrangements with patients as requested.
  • Respond to routine escalated inquiries about services and hours of operation, 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.
  • Assist with training and mentoring junior staff as requested.

Benefits

  • Immediate eligibility for health and welfare benefits
  • 401(k) savings plan with dollar-for-dollar match up to 5%
  • Tuition reimbursement
  • PTO accrual beginning Day 1
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service