Patient Access Specialist

Quick Facts

Role: Patient Access Specialist

Description

The Patient Access Specialist supports patient access operations through patient-first customer service, accurate registration, and appointment scheduling. The position includes insurance eligibility and benefit verification, medical-necessity checks, and financial account guidance such as out-of-pocket estimates. The specialist also maintains patient confidentiality and supports data integrity through quality assurance activities.

Responsibilities

• Practice a Patients First philosophy and provide excellent customer service
• Answer questions and address patient concerns
• Collect and verify patient demographic information accurately
• Schedule and coordinate appointments through organizational systems
• Perform medical necessity checks for scheduled services and communicate options if scheduling fails
• Verify insurance eligibility/benefits and ensure compliant handling of out-of-network policies
• Inform patients of any issues securing their financial account for the encounter
• Complete out-of-pocket estimations as requested
• Perform authorization number collection in applicable systems
• Handoff scheduling notes and instructions accurately to scheduling staff
• Use service-recovery skills to resolve service breakdowns
• Participate in Quality Assurance reviews and maintain integrity of patient data
• Prevent duplicate patient records and validate orders, preparations, times, and locations
• Monitor registration and scheduling to meet quality standards
• Cross-train across departments for coverage
• Provide training/education and act as a resource for new staff

Requirements

• High school diploma or equivalent
• 2–3 years customer service or medical office experience
• Excellent interpersonal, verbal, and written communication skills
• Proficiency in computer data-entry/typing
• Ability to read, write, and communicate effectively in English
• Basic computer skills
• Ability to type 40 wpm
• Ability to multi-task
• Customer service oriented
• Excellent organizational, time management, analytical, and problem-solving skills

Benefits

• Comprehensive benefits to support physical, emotional, and financial well-being and protection for unexpected life events
• Benefits details available via the employer benefits page
• Sign-on bonus eligibility may apply based on employment classification and eligibility rules