Patient Asst. Specialist

General Position Summary

The Patient Assistance Specialist works as part of the Patient Care Team and assists with the overall office experience. The Patient Assistance Specialist is primarily responsible for providing excellent customer service in all patient contacts, and promoting team based care by collaborating and communicating patient needs with the care team.

Essential Duties And Responsibilities

• Communicates with patients in a courteous and professional manner in face-to-face encounters and via the telephone.
• Answers telephones, screens and routes incoming calls, takes messages and delivers information electronically.
• Promotes the Team-Based Care Model by participating in daily huddles and monthly care team meetings to communicate and collaborate on patient issues and needs.
• Checks in patients for acute clinic, appointments, or other visits.
• Verifies all demographic information and insurance.
• Notifies nursing staff and providers of arrival of patient through EMR.
• Facilitates verification of patients’ insurance through web and Anthem portals, copying insurance card and notates it under patient demographics on their information page; contacts the billing specialist if needed.
• Scans immunization records when patient is being seen at the Pediatric office as well as new patient’s prior medical records.
• Checks out patients and schedules any follow up appointments, also prints out the patients visit summary and have patients complete a patient survey.
• Prepares lab results and ‘unable to contact’ letters to be mailed to patients.
• If Medical Record transfer is needed, provides forms and helps patient complete the form once they provide identification.
• Collections money for co-payments, patient balances and apply monies to patient’s account and prints a receipt for the patient.
• Balances money collected from co-payments and patients’ bill balances, batch money with day sheet listing completed transactions for the day and put in the safe in the evening.
• Responsible for accurate accounting of the cash drawer and logging at determined times of the day (morning, evening).
• Aids patients with completion of the Reduced Fee application process, clearly understanding the process and following consistently.

Physical Demand And Working Environment

• Fast paced office setting with travel to other offices often.
• Lifting and/or exerting force up to 25 pounds occasionally, with frequent moving of objects.
• Work requires speaking, sitting, bending, walking, standing, hearing, and stooping, kneeling, and repetitive motion with certain activities.
• Extended hours of computer usage.
• OSHA low risk position.