Patient Relations Specialist

Responsibilities

• Greets and assists patients and visitors with check-in, completing all necessary registration steps in Epic, including insurance verification, demographic updates, obtaining signatures on forms, and point-of-service payments.
• Communicates clearly to clinic staff, providers, and care teams, to support a smooth process and positive experience for everyone.
• Schedules appointments, including follow-up visits, ensuring coordinated visits with doctors, radiology, and labs when needed. Manages waitlist or basic referral coordination as needed.
• Manages phone communications by answering calls, addressing voicemails, and handling telephone encounters efficiently.
• Reconciles appointment statuses, closes and reconciles cash drawers, and ensures accurate financial reporting.
• Affords assistance with self-registration and arrival processes (MyChart & kiosks), educates patients on forms and requirements, and troubleshoots any issues.
• Affords assistance with completing questionnaires and obtaining applicable release forms, guides patients to correct areas, and provides wayfinding support.
• Reviews and works to refine scheduling to optimize appointments and ensure accuracy.

Requirements

• Basic understanding of clinic scheduling, registration, and referral processes in Epic.
• Basic knowledge of insurance entry and verification processes in Epic.
• Familiarity with patient tools such as MyChart & kiosks.
• Excellent communication and interpersonal skills.
• Strong organizational and time management skills.
• Ability to handle financial transactions accurately.
• Ability to multitask and manage multiple responsibilities efficiently.
• Ability to provide clear instructions and guidance to patients.
• Ability to facilitate effective communication between patients and clinical teams.