Patient Access Specialist

Job Summary :

This job description is to summarize the major duties and responsibilities performed in this job. Incumbents may be requested to perform job-related tasks other than those specifically presented in this description.

Patient Access Specialist is responsible for booking patients' visits. This process includes greeting, identifying the needs of the patient, and scheduling an appropriate visit. Patient Access Specialist should help ensure the booking of an appointment is as pleasant an experience as possible.

Essential Job Duties : Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Greet patients with a warm salutation and conversation with congenial closing.
• Consistently and accurately collect the patient's personal and insurance information, including any necessary updates.
• Run patient insurance eligibility.
• Review provider schedules to ensure correct placement of appointments.
• Follow triage protocol as needed.
• Work cooperatively with others, including appropriate communication with patients, providers, support staff and administration.
• Route calls to appropriate departments when applicable utilizing a warm handoff.
• Attempt to answer questions prior to forwarding the patient's question / concern via message.
• Send appropriate inbox messages for med refills, form status, lab results, patient questions when applicable. Include all relevant information in the message.
• Communicate patient results when they are available and have been reviewed by the provider.
• Reschedule patients as needed due to scheduling conflicts.
• Encourage and help patients with MyChart set up.
• Comply with all company policies and procedures found in the employee handbook.
• Perform other duties and tasks as assigned by leadership.

Required education and experience : The requirements listed below are representative of the knowledge, skills, and / or ability required.

Minimum Education required :

Minimum Experience Required :

Minimum Knowledge and Skills Required :

Benefits at a Glance :

We offer a comprehensive benefits package designed to support your health, family, financial security, and work-life balance. This includes wellness coverage (medical, dental, vision), life and disability options (life, AD&D, voluntary plans), flexible spending accounts (healthcare and dependent care), retirement savings with a 401(k) match, employee referral bonuses , and generous time off including paid holidays. Employees also have access to an Employee Assistance Program to support overall well-being.

Travel Percentage : 1-5%

Work Authorization : Must be authorized to work in the United States.

M-F 8am-5pm. Hours may vary based on business needs.