Health Services Specialist (GO0802 - Potranco)

About the role

Responsible for providing excellent customer service to all members of the Center while maintaining confidentiality and flexibility in practice staffing arrangements.

Responsibilities

• Performs new patient registration, updates patient information, and enters demographics and other required data.
• Verifies and activates appropriate patient insurance plans on the electronic practice management system.
• Manages member account balances, including cash collection, old balances, and same-day service balances.
• Monitors and ensures assigned providers' schedules are filled at capacity via walk-ins and call reminders for next-day appointments.
• Refers patients for screening to determine eligibility for special funding and consults with patients who have high account balances.
• Oversees the general waiting area, ensuring an efficient member check-in process, and reports problems or irregularities to appropriate authorities.
• Prepares for the next day’s clinic session by printing appointment lists, confirming appointments, noting payment alerts, updating insurance information, obtaining proof of income, pre-registering patients, and screening for program eligibility.
• Performs patient dismissal, including scheduling follow-up appointments and collecting the remainder of the patient’s portion of current charges.
• Completes end-of-day reconciliation reports, ensuring cash collections and credit card payments reconcile with practice management reports; secures cash and deposits it into a safe.
• Provides exceptional internal and external customer service, greeting each customer appropriately and addressing concerns before the end of interaction.
• Assists other departments as needed.
• Performs other related duties as assigned.

Requirements

• High school graduate or equivalent required.
• Minimum one year of experience in front office duties.
• Medical Assistant or Dental Assistant training preferred.
• Good verbal and written communication skills, with strong interpersonal and organizational abilities.
• Experience with insurance verification and referrals preferred.
• Proficiency in data entry and keyboarding; knowledge of healthcare billing, including Medicaid, Medicare, and private insurance.
• Ability to handle multiple tasks with minimal supervision.
• Bilingual (English/Spanish) preferred.
• Strong attention to detail.

Physical Activities and Requirements

• Finger Dexterity: Using fingers for small movements such as typing or picking up small objects.
• Talking: Frequently conveying detailed or important instructions or ideas accurately, clearly, or quickly.
• Hearing: Able to hear average or normal conversations and receive ordinary information.
• Repetitive Motions: Frequently and regularly using the wrists, hands, and fingers.
• Visual: Average, ordinary visual acuity necessary to prepare or inspect documents or materials.
• Physical: Sedentary work; sitting most of the time. May lift folders, files, papers, audio/video equipment, or other items weighing up to approximately 25 lbs.