Patient Visit Specialist

Presbyterian Healthcare Services • San Mateo, CA

23h • $16 - $24 • Onsite

About The Position

Build Your Career. Make a Difference. We are seeking a skilled Patient Visit Specialist to support seamless visit closure, coordinate next steps in patient care, and ensure an exceptional patient experience. This role includes advanced scheduling for specialty and radiologic services, processing referral and authorization work queues, monitoring in‑baskets and reports, and maintaining accurate, efficient schedules across the department.

Requirements

• High school or equivalent
• Must pass EPIC competency for Registration at completion of Epic Clerical Training class

Nice To Haves

• Experience in the medical office, hospital, or clinic with patients and providers is preferred
• Proficiency in prior authorization/certification/referral process is preferred

Responsibilities

• Review and act on clinician orders entered in the EHR to ensure accurate and timely follow‑through.
• Schedule return visits, laboratory appointments, radiology procedures, STAT/ASAP appointments, and advanced imaging.
• Obtain prior authorizations and referrals in accordance with payor protocols and requirements.
• Verify and support patient access to MyChart.
• Print and review After Visit Summaries (AVS) while ensuring HIPAA privacy compliance.
• Collect backend patient balances, including high‑deductible amounts, when applicable.
• Communicate promptly with ordering clinicians when access limitations or restrictions impact scheduling.
• Complete appointment reminder calls and manage rescheduling needs.
• Educate patients on the Release of Information process and ensure fully completed ROI forms are submitted to Health Information Management.
• Maintain a clean, organized, and professional checkout area, waiting area, and surrounding walkways.
• Provide excellent patient relations and support throughout the checkout process.
• Perform additional duties as assigned to support smooth clinic operations.

Benefits

• All benefits-eligible Presbyterian employees receive a comprehensive benefits package that includes medical, dental, vision, short-term and long-term disability, group term life insurance and other optional voluntary benefits.
• Wellness Presbyterian's Employee Wellness rewards program is designed to provide you with engaging opportunities to enhance your health and activate your well-being. Earn gift cards and more by taking an active role in our personal well-being by participating in wellness activities like wellness challenges, webinar, preventive screening and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees