Outpatient Financial Access Specialist — Epic Scheduling

Yale New Haven Health; Fairfield (CT); On-site; USD 42,000 - 62,000; Full time

Job summary

Yale New Haven Health is seeking a Patient Financial Access Specialist - OP to manage patient demographics, insurance data, and scheduling in a fast-paced outpatient setting. You will coordinate complex appointments, verify eligibility, and liaise between patients and physicians to ensure timely services.

The role emphasizes attention to detail, service excellence, and the ability to handle multiple systems and templates in Epic.

Qualifications

• Two to three years of customer service experience in hospital/physician office settings with emphasis on registration, scheduling, and insurance eligibility.
• Strong communication and ability to manage multiple computer systems.
• Experience with Epic system and scheduling templates is a plus.

Responsibilities

• Ensure information from referring physicians is provided to third party payers for reimbursement.
• Complete insurance entry accurately, verifying eligibility and benefits.
• Coordinate and schedule complex outpatient appointments, using Epic.
• Support other outpatient departments and provide coverage as needed.
• Deliver service excellence in line with professional standards and behavior.
• Maintain Epic templates for various locations and provide staff training as needed.
• Perform other duties assigned by management and update training materials.

Skills

Customer service

Medical insurance knowledge

Epic systems

Multitasking

Education

High school diploma or GED

Associate degree preferred

Job description

Yale New Haven Health is seeking a Patient Financial Access Specialist - OP to manage patient demographics, insurance data, and scheduling in a fast-paced outpatient setting. You will coordinate complex appointments, verify eligibility, and liaise between patients and physicians to ensure timely services.

The role emphasizes attention to detail, service excellence, and the ability to handle multiple systems and templates in Epic.