Appointment Specialist I

ccf; Town of Weston (WI); On-site; USD 20,664,000 - 27,552,000; Full time

Job summary

Cleveland Clinic Health System in Weston is seeking an Appointment Specialist I to efficiently preregister new patients, schedule consults and follow-up visits, and coordinate care across departments.

The role emphasizes accurate insurance verification, patient communication, and high-quality customer service, with a dayshift 8:00am-5:00pm schedule and a focus on a welcoming patient experience.

Qualifications

• Must have solid phone, typing and computer skills.
• Excellent interpersonal and communication abilities.
• Ability to multi-task and work with patients, physicians and staff.

Responsibilities

• Preregisters new patients following guidelines.
• Determines correct physician and department with insurance/credentialing.
• Verifies insurance eligibility and procures referrals for HMO patients.
• Schedules appointments requested through the Cleveland Clinic WEB site.
• Meets standards for call responses, accuracy and client service.
• Other duties as assigned.

Skills

Phone skills

Typing

Interpersonal skills

Oral and written communication

Customer service

Multi-tasking

Education

High School Diploma

Job description

At Cleveland Clinic Health System, we believe in a better future for healthcare. And each of us is responsible for honoring our commitment to excellence, pushing the boundaries and transforming the patient experience, every day.

We all have the power to help, heal and change lives — beginning with our own. That’s the power of the Cleveland Clinic Health System team, and The Power of Every One.

Job Title

Appointment Specialist I

Location

Weston

Facility

Krupa Center Weston

Job Code

000783

Shift

Days

Schedule

8:00am-5:00pm

Job Summary

Processes the preregistration of new patients to Cleveland Clinic and schedules consults and follow-up visits.

Job Details

Responsibilities:

• Preregisters new patients to the Cleveland Clinic, following the specific guidelines of CCF.
• Determines correct physician within the specified department with the correct insurance and credentialing.
• Verifies patient insurance eligibility to procure referrals for HMO patients seeing CCF specialists.
• Schedules appointments requested through the CCF WEB site.
• Meets standards related to call responses, accuracy and customer service.
• Other duties as assigned.

Education:

• High School Diploma, college or technical training a plus.
• Phone, Typing computer and Internet skills.
• Excellent interpersonal skills in order to communicate effectively with internal and external personnel and strong oral and written communication skills.
• Must be able to work with patients, physicians and interoffice personnel in a positive and productive manner. Ability to calm patients and deter patient complaints.
• Must have ability to multi-task.
• Must speak clearly and succinctly in order for the customer to answer questions and comprehend instructions.

Certifications:

• None required.

Complexity of Work:

• All employees are expected to meet the standards of performance outlined in the Organizational-Wide Competencies listed below as applied to the position: World Class Service Orientation: Includes attitude, behavior, interpersonal skill, and problem solving that enable an employee to respond to internal and external customer needs and expectations in a positive manner.
• Adaptability: Includes teamwork and flexibility needed to fulfill job responsibilities including adapting to changes in work environment and accepting supervisory feedback.
• Efficiency and Effectiveness: Includes quantity and quality of desired work, as well as organization skills necessary to perform successfully.
• Essential Job Requirements: Includes adherence to all relevant policies, procedures, and guidelines affecting the work environment, including maintenance of required competencies and communication skills.
• Supervisory Responsibilities (if applicable): Includes overall accountability for assigned work group relative to operational goals, personnel requirements, and budgetary constraints.
• Note: The above stated duties are intended to outline those functions typically performed by individuals assigned to this classification. This description of duties is not intended to be all inclusive nor to limit the discretionary authority of supervisors to assign other tasks of similar nature or level of responsibility.

WorkExperience:

• Minimum of one (1) year experience in the medical field and/or 2 years of customer service.

Physical Requirements:

• Able to relate to other health care workers and develop productive work relationships with peers and physicians.
• Projects a cooperative helping demeanor.
• Be able to perform under stressful conditions.
• Is flexible and able to adjust to changes in assignments. Able to work under minimal supervision, prioritizes workload and meet required deadlines.
• Ability to sit for long periods of time, work in front of a computer monitor and use keyboard for sustained periods of time. Must be able to walk about the department and lift and carry paper, notebooks up to 10 pounds without assistant.
• The occupant of this position spends almost 100% of his/her time in air-conditioned areas.
• The potential for exposure to blood-borne pathogens, body fluids or potentially infectious material is minimal to none.

Personal Protective Equipment:

• Follows Standard Precautions using personal protective equipment as required for procedures.

The policy of Cleveland Clinic Health System and its system hospitals (Cleveland Clinic Health System) is to provide equal opportunity to all of our caregivers and applicants for employment in our drug free environment. All offers of employment are followed by testing for controlled substances.

Cleveland Clinic Health System administers an influenza prevention program. You will be required to comply with this program, which will include obtaining an influenza vaccination on an annual basis or obtaining an approved exemption.

Decisions concerning employment, transfers and promotions are made upon the basis of the best qualified candidate without regard to color, race, religion, national origin, age, sex, sexual orientation, marital status, ancestry, status as a disabled or Vietnam era veteran or any other characteristic protected by law. Information provided on this application may be shared with any Cleveland Clinic Health System facility.

If applying for a Florida position, please see the following website for more information on the background screening requirements required by the Agency of Health Care Administration: https://info.flclearinghouse.com/

Please review the Equal Employment Opportunity poster.

Cleveland Clinic is pleased to be an equal employment opportunity employer.