Surgical Scheduler / Financial Clearance Representative

Vitruvian Health•Cleveland, TN

71d

About The Position

Under the direct supervision of the Front Office Supervisor and Practice Manager, the Surgical Scheduler / Financial Clearance Representative verifies demographic and financial information and helps patients understand their financial responsibilities by providing estimated out-of-pocket costs and payment options. The representative delivers customer service, helps manage financial expectations before clinic appointments or surgery, provides appointment and procedure reporting information, and schedules appointments in response to procedure recalls. The role handles tasks related to obtaining prior authorizations from payers, reviews chart documentation to confirm patients meet medical policy guidelines, prioritizes authorization requests by urgency, and regularly follows up on pending cases and denials. The representative contacts patients about authorization status and scans related documentation into the medical record. The role complies with HIPAA policies and procedures. As a cross-trained resource, the representative provides front-office coverage to support patient access, workflow efficiency, and continuity of operations during high patient volume, staff absences, or other coverage needs. Front-desk support includes patient check-in and check-out, appointment scheduling, registration, and other administrative functions that support clinic operations and a positive patient experience.

Requirements

Completion of a high school diploma.
Excellent oral and written communication skills for interacting with internal and external customers.
Knowledge of medical terminology and third-party payer terminology.
At least a minimal understanding of how CPT-4 and ICD-10 codes are used in health care billing.
Intermediate proficiency in Microsoft Outlook, Word, and Excel.

Nice To Haves

College-level courses preferred.
Previous work experience in a position involving meeting and communicating with the public preferred.
One to two years of experience in a hospital billing office, medical office registration, medical billing office, or another health care setting preferred.

Responsibilities

Verify patient demographic and financial information.
Explain estimated out-of-pocket costs and payment options to help patients understand their financial responsibilities.
Provide patients with information about when and where to report for appointments and procedures.
Schedule appointments in response to procedure recalls.
Perform tasks related to obtaining prior authorizations from payers.
Review chart documentation to ensure patients meet medical policy guidelines.
Prioritize incoming prior authorization requests according to urgency and regularly follow up on pending cases and denied authorizations.
Contact patients regarding authorization status.
Scan authorization-related documentation into the patient's medical record.
Comply with HIPAA policies and procedures.
Provide cross-trained front-office coverage as needed to support patient access, workflow efficiency, and continuity of operations.
Assist with patient check-in/check-out, appointment scheduling, registration, and other administrative functions.