Patient Access Specialist

Quick Facts

• Role: Patient Access Specialist (2nd shift, rotating weekends)

Description

The Patient Access Specialist supports patient access operations by providing high-quality customer service, accurately collecting patient demographic information, and helping schedule and direct patients through the organization’s systems. The role performs medical necessity and insurance eligibility checks, handles authorization and out-of-pocket estimation needs, maintains HIPAA confidentiality, and escalates extraordinary issues when required.

Responsibilities

• Provide exceptional, patient-first customer service and respond to questions and concerns

• Forward extraordinary issues to the Team Lead or Operations Coordinator

• Maintain patient confidentiality per HIPAA

• Collect and verify patient demographic information according to organizational standards

• Schedule and coordinate appointments; reach out to patients as defined

• Perform medical necessity checks and communicate options if an appointment fails

• Inform patients of issues securing the financial account and complete out-of-pocket estimations as requested

• Interact with hospital departments and physician offices to schedule and route patients

• Complete training/education as needed; manage workload and assignments on time

• Participate in quality assurance reviews to ensure patient data integrity

• Use service recovery skills to address service breakdowns

• Double-check orders (test type, prep, conflicts, time/location) and prevent duplicate patient records

• Maintain the minimum registration data set and update registration system records

• Proactively analyze account activity and initiate appropriate resolutions

• Evaluate procedures and suggest process improvements

• Serve as a training resource for new staff and coworkers

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

• Benefits designed to support physical, emotional, and financial well-being and protection for unexpected life events

• Refer to the employer benefits page for detailed eligibility by employment classification