Patient Advocate

About the organization

Jordan Valley Health (JVH) is a mission‑driven organization dedicated to improving the health of individuals and families in underserved communities. We provide comprehensive healthcare services including primary medical, dental, vision, and behavioral health. Our mission is simple: improve our community’s health through access and relationships. By working collaboratively with partners and continually innovating, JVH strives to be a leader in providing essential healthcare for the underserved, ensuring everyone in our community has access to quality healthcare.

Job Summary

The Patient Advocate is responsible for managing patient appointments, ensuring a seamless check‑in process, assisting patients with financial and resource navigation, and maintaining accurate financial and administrative records. This role requires strong customer service skills, attention to detail, and the ability to work effectively in a fast‑paced clinical environment while promoting teamwork and meeting performance objectives.

Key Responsibilities

• Schedule patient appointments, follow‑ups, and procedures based on provider availability and clinic protocols.
• Confirm, reschedule, and manage cancellations while minimizing scheduling conflicts.
• Provide patients with appointment details, preparation instructions, and necessary documentation.
• Greet patients warmly and ensure a positive first impression at check‑in.
• Verify patient demographics, insurance information, and required documentation.
• Collect co‑pays, outstanding balances, and necessary forms; obtain and scan patient identification, insurance cards, and consent forms.
• Maintain updated and accurate patient information in the electronic medical records (EMR) system.
• Answer phone calls, respond to patient inquiries, and provide general clinic information.
• Assist with daily reports, appointment reminders, and other clerical tasks as needed.
• Act as a liaison between patient and clinical teams through in‑basket messaging, tasks, and medication requests.
• Assist patients with connecting to financial assistance programs, including Medicaid applications, sliding‑scale enrollments, and payment agreements.
• Guide patients who have difficulties completing paperwork or understanding medical/financial information.
• Educate patients about available community resources and facilitate access to appropriate services.
• Display sensitivity to patient needs, ensuring a compassionate, patient‑centered approach.
• Maintain daily cash balancing and reporting to ensure accurate financial transactions.
• Handle patient payments, generate receipts, and reconcile end‑of‑day collections.
• Promote effective working relations and collaborate as part of a team to meet organizational goals.
• Attain agreed‑upon goals and objectives within specified time frames, contributing to the organization’s overall mission.
• Consistently meet monthly individual productivity goals and key performance indicators (KPIs) as determined by management.
• Ensure strict adherence to healthcare privacy regulations, such as HIPAA, when handling patient information and medical records.
• Perform all other duties as assigned to support clinic operations.

Benefits Overview

• Medical and prescription drug coverage: three comprehensive plan options (Buy‑up, Base, High Deductible) through UnitedHealthcare’s Choice Plus network, including telemedicine via Teladoc.
• Health Savings Account (HSA) for employees in the High Deductible Plan with employer contributions.
• Flexible Spending Account (FSA) options for healthcare and dependent care.
• Dental insurance through Cigna’s DPPO network.
• Vision coverage through EyeMed’s Insight network.
• Pre‑tax and Roth 403(b) retirement plans with a 5 % employer match after 30 days of employment.
• Basic life and AD&D insurance at no cost, with optional additional coverage; long‑term and short‑term disability insurance available.
• Employee Assistance Program (EAP) offering free confidential counseling and crisis intervention.
• Voluntary benefits including critical illness, accident, hospital care, and pet insurance through MetLife.
• Pay on Demand.
• Nine paid holidays per year.

Health Requirements

• Proof of vaccination for Flu.
• Proof of vaccination for Hepatitis B.
• Proof of Tuberculosis (TB) testing.

Qualifications

• Associate’s degree or healthcare‑related certification preferred.
• At least 1 year of progressive work experience in a medical setting preferred.
• Proficiency with Windows‑based computer programs.
• Excellent telephone, interpersonal, and communication skills.