The Patient Specialist greets and registers patients for treatment in the clinic by preparing forms, verifying insurance benefits, and explaining financial requirements to patients. Provides support with the daily activities of the medical office including filing, phone coverage, appointment scheduling, registration, and patient referrals. Position Summary: With a Quality, Customer First, and Compassionate approach, The Patient Specialist will: Greet patient and confirm prescheduled procedures. Collect basic patient information, such as name and address or verify information is already in the computer for the patient. Coordinate patient flow with enrollment, handing out documentation needed. Collect or verify billing information for the patient. Review the patient’s insurance card to ensure it is valid, make copies of the insurance card and the patient’s identification card. Enter and update billing information in the computer. Collect patient co-pay, amount due and provide patient with a receipt. Reconcile daily cash reports and counsel patient on account balances. Print admissions form, release form and insurance form. Instruct patient to read and sign each form and answer patient questions. Inspect forms to ensure each has a signature and make copies of each form for the patient. Electronically scan the signed forms and attach them to the patient’s record in the computer and file original, signed forms. Answer, screen phone calls, provide information, and direct calls to appropriate parties or take message. Schedule appointments and enter appointment date and time into computer. Conduct reminder calls to patients. Distribute patient surveys according to guidelines. Support team to meet patient needs. Assist team to maintain proper clinic flow. Monitor patient wait time.
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Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree