"Patient Services Specialist"

Extended Job Title

Patient Services Specialist

Position Description

This position is responsible for ensuring the smooth operation of the clinic patient flow and serving as the primary contact for patients. Responsible for scheduling appointments, preparing necessary paperwork before the patient visits, receiving patients, and maintaining records. In addition, this position is responsible for processing charges for clinic services, filing insurance claims, responding to requests for information from patients and insurance companies and maintaining related information for the department. Employees may have cash-handling responsibilities.

Major/Essential Functions

• Receives all incoming calls for the clinic.
• Prepares schedule of daily appointments for distribution as necessary, and notifies clinic staff of any changes.
• Requests necessary charts from medical records.
• Receives patients, makes appropriate notations on charts and fee sheets.
• Keeps daily count of patients seen for weekly and monthly reports.
• Contacts patients who have missed appointments.
• Coordinates referral appointments to other clinics.
• Checks billing information; making corrections as necessary.
• Takes information from patient or pharmacist concerning prescription refills, lab reports, etc.
• Coordinating information and requests with physician.
• Processes clinic charge sheets and logs fee sheets.
• Receipts payments for clinic services.
• Assists patients with applications and forms and with questions on their accounts.
• Maintains account activity data for daily reports for the business office.
• Files insurance claims for patients who request this service.
• Assists patients with problems with insurance companies and filing procedures.
• Follows up on claims submitted to insurance companies.
• Notes denial of insurance claim and reason on patient accounts.
• Sends itemized statements to patients, employers or insurance companies as requested.

Required Qualifications

A high school diploma or equivalent required. One (1) year of customer service, office, or related experience. Additional education may substitute for the experience requirement.