Patient Services Specialist

About the role

The Patient Services Specialist is responsible for the front-end business operations for the assigned clinic including patient registration, verification of patient demographic information, create and maintaining patient electronic chart. This position answers incoming calls to the clinic and routes as needed, schedules intake appointments within established timeframes in the CBI EHR/EPM scheduling system. Obtains necessary demographic information including, but not limited to: name, address, phone number, e-mail address, insurance information. This position regularly interacts with current and potential patients, family members of people receiving services as well as community stakeholders and will require excellent communication and customer service skills. Completes insurance verifications for each patient visit and identifies any patient amounts due at the time service is provided. For uninsured patients, identifies any potential funding source, and identifies those potentially eligible for AHCCCS and refers to the eligibility and enrollment specialist for AHCCCS screening and application. Notifies a clinical team member when registration is completed for services to be completed. Schedules follow up appointments for clinic services as indicated by the clinical team. For the past four years, The Phoenix Business Journal has recognized CBI as one of the top ten healthiest mid-size employers in the Valley.

Responsibilities

• Patient registration and verification of demographic information.
• Create and maintain patient electronic chart.
• Answer incoming calls and route as needed.
• Schedule intake appointments within established timeframes in the CBI EHR/EPM scheduling system.
• Obtain demographic information: name, address, phone number, e‑mail, insurance.
• Interact with patients, families, community stakeholders; require excellent communication and customer service skills.
• Complete insurance verifications for each patient visit and identify patient amounts due.
• For uninsured patients, identify potential funding sources and AHCCCS eligibility; refer to eligibility and enrollment specialist.
• Notify clinical team member when registration is completed.
• Schedule follow‑up appointments as indicated by the clinical team.

Requirements

• High school diploma or GED required.
• Bachelor’s degree in Business or Healthcare preferred.
• 1–3 years of experience with insurance verification and/or front desk experience in a medical office setting preferred but not required.
• Or equivalent combination of education and experience.

Skills

• Knowledge of AHCCCS and insurance processes.
• Strong customer service and communication skills.

Benefits

• Generous PTO accrual (5 weeks)
• Medical, Dental, Vision coverage
• Disability and Life insurance
• Supplemental plans (Hospital indemnity/Critical Illness)
• Pet Insurance
• Dependent Care Savings
• Health Care Savings
• 401K with employer match – 100% vested upon enrollment
• Wellness programs
• Tuition Reimbursement and Scholarship Programs
• Incentives