Patient Services Specialist Job Description

Patient Services Specialist Job Description

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Patient services specialist provides complete pre-authorization, insurance verification, basic benefits information on all outpatient registration accounts for patients utilizing the Medical Center’s clinical systems.

Patient Services Specialist Duties & Responsibilities

To write an effective patient services specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included patient services specialist job description templates that you can modify and use.

Sample responsibilities for this position include:

Has knowledge of anatomy to enable proper scheduling in correct imaging modality
Maintains the physical environment for safety of staff and patients and for aesthetic presentation of the area (for example, organizing the waiting room furniture and magazine area.)
Responds to facility and environmental emergencies according to established procedures
Utilizes AIDET with each patient
Function as an expert in both patient service areas and registration
Regularly assist with and provide training support for the PSS2 work
Assist in the preparation and maintenance of provider clinic schedules
Assist with orienting and/or training of new staff
Proactively and appropriately bring suggestions to the manager/supervisor
Update and maintain documentation on process improvements and process performance

Patient Services Specialist Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Patient Services Specialist

List any licenses or certifications required by the position: PTCB, CPR

Education for Patient Services Specialist

Typically a job would require a certain level of education.

Employers hiring for the patient services specialist job most commonly would prefer for their future employee to have a relevant degree such as Primary and Associate Degree in Supervision, Medical, Education, Medical Terminology, Medical Education, Business, Public Relations, Associates, Healthcare, Business/Administration

Skills for Patient Services Specialist

Desired skills for patient services specialist include:

Insurance verification
Anatomy to enable proper scheduling in correct imaging modality
Various health insurance plans and billing systems
Personnel system
Related labor contract requirements
Union contracts
UWMC policies and procedures
Medical terminology
Basic medical terminology
Excel

Desired experience for patient services specialist includes:

Participate in positive manner on clinical/divisional process improvement initiatives
Works with the team to improve the ongoing culture of recognition and appreciation for all staff and providers
Help develop job aids for PSSs to use in reconciling recall entries and scheduling necessary appointments for patients during discharge
Assist in the coordination of outside medical records
Coordinate with the clinic Patient Care Coordinators the timely delivery of patient documentation required for the completion of the Surgical Packet
Obtain the medical records and test results from outside hospitals, physician offices, and medical testing sites needed to complete the patient's Surgical Packet

Patient Services Specialist Examples

1

Patient Services Specialist Job Description

Job Description Example
Our innovative and growing company is hiring for a patient services specialist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for patient services specialist
  • Prepare the surgical schedule for the next-day arrivals
  • Assign arrival times according to the protocols of the OR the clinics
  • Provide coverage and support for the Medicine Consult clinic (i.e., scheduling patients for clinic visits, obtaining outside records, scheduling tests such as echocardiograms) at the UW or at an outside facility
  • Provide support for the back office Physicians, Nurse Manager, and RN staff
  • Troubleshoot the clerical and non-clinical needs of the clinic staff to allow them to devote their time solely to the clinical care of pre surgery patients
  • Under the direction of the Nurse Manager, monitor the patient flow and work assignments of the RN staff to reduce patient wait time and increase clinic productivity
  • Manage the clinic schedule via the EPIC scheduling system
  • Provide general patient services such as directions, parking garage validation, calling for transportation
  • Coordinate referrals and managed care components of care delivery to enhance service to patients and ensure reimbursement to clinic
  • Obtain and verify necessary documentation, ensuring patient care is covered by insurance plan, and/or to determine level of coverage and requirements for accessing benefits
Qualifications for patient services specialist
  • Review referral and authorization forms for completeness and legibility
  • Review daily schedules system to identify required medical record requests
  • Maintain timely opening and closing of the clinic facility
  • Demonstrate professional greeting of patients and subjects
  • Triage patient calls and emails
  • Maintain high volume and complex appointment schedule for clients and research subjects
2

Patient Services Specialist Job Description

Job Description Example
Our company is growing rapidly and is looking for a patient services specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for patient services specialist
  • Communicate with faculty, staff and students with a high level of accuracy and professionalism
  • Distribute reports submitted by student clinicians and clinical supervisors
  • Provide assistance to the Clinic Manager and Clinic Director in collaboration with other clinic PSS staff
  • Complete cashiering and documentation for receipts of cash, check and credit card payments
  • Process incoming mail and packages on a daily basis
  • Demonstrate exceptional patience when interacting with patients who may have significant communication difficulties
  • Ensure positive and professional first impression of the clinic
  • Triage patient telephone calls to clinical staff
  • Communicate various types of information to patients, referral agencies, departments, physicians and the community
  • Demonstrate proactive, professional communication across and within department to facilitate smooth workflow, and to ensure department is positively represented throughout the organization
Qualifications for patient services specialist
  • Perform cashiering duties for patient co-payments, when appropriate
  • Arrange for patient transportation to outside facilities
  • Inventory and order office supplies using eProcurement system
  • Other systems that support the outpatient therapy manager
  • Coach, mentor, and administer corrective action for direct reports (as needed)
  • Monitor desk and direct patient flow, to ensure efficient operations
3

Patient Services Specialist Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of patient services specialist. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for patient services specialist
  • Monitor data and adjust workflow as required to meet standard
  • Review email daily to stay current with communication
  • Maintain the physical environment for safety of staff and patients and for aesthetic presentation of the area (for example, organizing common areas)
  • Inventory and order office supplies and forms
  • Utilize online resources as required according to practice and within University guidelines
  • Performs other related duties as assigned by immediate supervisor
  • Ensure efficient front desk operations by monitoring front desk activities and directing patient flow
  • Assign, instruct, and check the work of others and provide feedback to the supervisor and manager on the selection and evaluation of staff
  • Efficiently direct and schedule PSS staff according to department needs and communicate to the supervisor
  • In conjunction with supervisor, develop and implement standards of performance, expectations, and task delineations for PSS staff
Qualifications for patient services specialist
  • Professionally act as a resource person and role model to PSS staff
  • Provide constructive feedback to supervisor regarding job performance of PSS staff on a continual basis and for employee performance evaluations and training plans
  • Effectively evaluate and actively problem-solve presenting situations and use these as educational opportunities for PSS staff
  • Continually review departmental policies and procedures to suggest updates, operational changes, and/or process improvements
  • Assist with interviews
  • Professionally respond to patient questions
4

Patient Services Specialist Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of patient services specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for patient services specialist
  • Respond to patient questions about clerkship referrals, appointments and disposition of care
  • Intake patient concerns presented by telephone-resolve customer service concerns and non-clinical issues
  • Administrative/Front Desk
  • Very occasional back-up driving of the vans
  • Utilizes E-mail and Internet resources as required according to clinic practice and within University guidelines
  • Schedule patients for multiple providers
  • Coordinate clerical patient care activities and/or specialized technical duties unique to the assigned clinic to assure accurate and expedited patient check-in and discharge, including obtaining consents for care and referral information
  • May assist with orienting staff and/or training new staff to assigned areas
  • Generate patient quotes for service
  • Act as a resource to other staff in patient support services and registration
Qualifications for patient services specialist
  • Work with appropriate staff and management to identify issues with processes and make recommendations for improvement
  • Coordinate interpretative services for patients
  • High School graduation or equivalent AND two years Patient Services Specialist 2 experience OR equivalent education/experience
  • Preparing correspondence for providers and insurance carriers
  • High School graduation or equivalent AND one year of experience in a health care setting OR two years of general office or customer services experience OR equivalent education/experience
  • Answers phones and greets customers in a professional manner
5

Patient Services Specialist Job Description

Job Description Example
Our growing company is hiring for a patient services specialist. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for patient services specialist
  • Responds to patients' needs and concerns as appropriate
  • Investigates complaints and works with Supervisor to find solutions
  • Act as a resource person for patients regarding available resources
  • Notifies technologists when patients arrive
  • Assist in obtaining and documenting the proper release of info
  • Ensures that all requisitions are properly completed
  • Processes and reconciles patient charge documents
  • Schedules radiology exams
  • Works closely with Departmental Supervisors in reference to training of staff
  • Ensures efficient front desk operations by monitoring front desk activities and directing patient flow
Qualifications for patient services specialist
  • Assigns, instructs, and checks the work of others and provides feedback to the supervisor and manager on the selection and evaluation of staff
  • Efficiently directs and schedules PSS staff according to department needs and communicates to the supervisor
  • In conjunction with supervisor, develops and implements standards of performance, expectations and task delineations for PSS staff
  • Professionally acts as a resource person and role model to PSS staff
  • Provides constructive feedback to supervisor regarding job performance of PSS staff on a continual basis and for employee performance evaluations and training plans
  • Effectively evaluates and actively problem-solves presenting situations and uses these as educational opportunities for PSS staff

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