Patient Access Recalls Specialist

Gi Associates; Milwaukee (WI); Vor Ort; USD 42.000 - 52.000; Vollzeit

Benefits dieser Stelle

No weekends

No Holidays

PTO & paid anniversary day

7% retirement contribution & 401(k)

Medical, dental & vision insurance

Flexible spending plan

Short- & long-term disability

Life insurance

Zusammenfassung

GI Associates is seeking a Recall Specialist to manage patient recall workflows, verify due follow-ups, and coordinate scheduling for GI visits and screenings. You will document outreach efforts and ensure timely patient communication.

This role supports continuity of care, improves patient access, and collaborates with scheduling and clinical teams while adhering to HIPAA and practice protocols in a fast-paced gastroenterology setting in southeast Wisconsin.

Qualifikationen

• High school diploma or equivalent.
• Strong customer service and interpersonal communication skills.
• Excellent attention to detail and ability to manage a high-volume workload.
• Strong organizational and time-management skills.
• Ability to communicate professionally and compassionately with patients.
• Comfortable using electronic health records, scheduling systems and other healthcare technology.
• Ability to follow detailed workflows, policies and scheduling guidelines.

Aufgaben

• Manage assigned patient recall work queues daily.
• Review patient records to identify patients due or overdue for follow-up.
• Verify recall information before contacting the patient.
• Prioritize recall outreach based on due date and workflows.
• Identify inaccurate recalls and route for review or correction.
• Maintain accurate recall statuses and ensure completed appointments are updated.

Kenntnisse

Customer service

Interpersonal communication

Attention to detail

Organizational skills

Time management

HIPAA compliance

Electronic health records

Professional communication

Ausbildung

High school diploma or equivalent

Jobbeschreibung

• Medical, dental & vision insurance

At GI Associates we believe in striving for the best outcomes for our patients, employees, and community.

Imagine your next career as a digestive health expert! GI Associates is looking for motivated people to join our growing independent gastroenterology practice. Our nationally recognized physicians and dedicated team are patient-focused and provide compassionate, collaborative care to patients across southeast Wisconsin.

GI Associates provides an excellent work-life balance and amazing benefits package including:

• No weekends
• No Holidays
• PTO & paid anniversary day
• 7% GI Associates retirement contribution & 401(k) plan
• Medical, dental & vision insurance
• Flexible spending plan
• Short- & long-term disability
• Basic & supplemental life insurance
  
  

Job Summary

The Recall Specialist is responsible for managing the patient recall process to ensure patients receive timely outreach for recommended follow-up care, including office visits, procedures, colorectal cancer screening, and other gastroenterology services. This position proactively monitors recall work queues, contacts patients, assists with scheduling and accurately documents outreach efforts. The Recall Specialist plays an important role in promoting continuity of care, improving patient access and helping ensure patients do not miss recommended GI follow-up or preventive care.

Essential Duties & Responsibilities

Recalls Management

• Manage assigned patient recall work queues on a daily basis.
• Review patient records to identify patients due or overdue for recommended follow-up appointments, procedures, or screenings.
• Verify recall information, including recommended timeframe and type of follow-up, before contacting the patient.
• Prioritize recall outreach based on due date, provider recommendations, practice protocols and established workflows.
• Identify inaccurate, duplicate, outdated or unclear recalls and route them appropriately for review or correction.
• Maintain accurate recall statuses and ensure completed appointments are appropriately removed or updated within the recall process.
  
  

Patient Outreach and Scheduling

• Contact patients by phone, text, portal, letter or other approved communication methods regarding recommended follow-up care.
• Clearly explain the reason for the recall and assist patients with scheduling the appropriate appointment or procedure.
• Schedule appointments and procedures according to provider orders, practice protocols, scheduling guidelines and patient needs.
• Provide patients with appropriate scheduling information and instructions.
• Document all outreach attempts and patient responses accurately and promptly.
• Follow established procedures for patients who decline scheduling, cannot be reached, have transferred care, or no longer require follow-up.
• Escalate clinical questions or concerns to the appropriate clinical team rather than providing clinical advice.
  
  

Patient Access Support

• Verify and update patient demographics, contact, insurance and primary care provider information when appropriate.
• Identify potential referral, authorization or insurance requirements and route them according to established workflows.
• Assist patients with navigating scheduling options and other approved access resources.
• Coordinate with scheduling, clinical teams, providers, procedure centers, medical records, referrals and other departments to resolve barriers to completing recommended care.
  
  

Quality and Documentation

• Maintain complete and accurate documentation of recall activity in the electronic health record and other practice systems.
• Follow established standards for the number and timing of patient outreach attempts.
• Help identify trends or barriers affecting recall completion, including inability to reach patients, scheduling availability, referral requirements or patient concerns.
• Support practice initiatives to improve recall completion rates, colorectal cancer screening, continuity of care and patient access.
• Follow HIPAA requirements and organizational policies regarding patient privacy and confidentiality.
  
  

Minimum Requirements

• High school diploma or equivalent.
• Strong customer service and interpersonal communication skills.
• Excellent attention to detail and ability to manage a high-volume workload.
• Strong organizational and time-management skills.
• Ability to communicate professionally and compassionately with patients.
• Comfortable using electronic health records, scheduling systems, telephone systems and other healthcare technology.
• Ability to follow detailed workflows, policies and scheduling guidelines.
  
  

Preferred Qualifications

• One or more years of experience in a medical office, patient access center, scheduling department, call center or other healthcare setting.
• Previous experience with patient scheduling, recall management, referral coordination or procedure scheduling.
• Experience in gastroenterology or another specialty medical practice.
• Knowledge of colonoscopy, EGD, GI office visits, colorectal cancer screening, and common gastroenterology terminology.
• Experience working with electronic health record and patient communication systems.
  
  

Knowledge, Skills And Abilities

• Exceptional attention to detail and accuracy.
• Ability to independently organize and prioritize a large recall workload.
• Strong telephone and written communication skills.
• Ability to communicate effectively with patients from diverse backgrounds.
• Ability to explain scheduling requirements in clear, patient-friendly language.
• Strong problem-solving skills and ability to recognize when an issue requires escalation.
• Ability to work collaboratively with providers, clinical staff, scheduling teams and other departments.
• Comfortable working with productivity expectations and recall-related performance measures.
• Commitment to providing a positive and compassionate patient experience.
  
  

Key Performance Expectations

Success In This Position May Be Measured Through

• Timeliness of recall outreach.
• Accuracy of recall documentation and disposition.
• Percentage of eligible patients successfully scheduled.
• Appropriate completion of required outreach attempts.
• Recall worklist aging and backlog management.
• Scheduling and documentation accuracy.
• Patient service and communication quality.
• Compliance with practice policies and established workflows.
  
  

Physical Requirements

• Ability to work at a computer and telephone for extended periods.
• Ability to perform repetitive keyboarding and data-entry functions.
• Ability to communicate effectively by telephone and electronically.
• Ability to work in a fast-paced healthcare environment with frequent patient interactions.
  
  

Position Purpose

The Recall Specialist serves as an important connection between patients and their recommended GI care. Through proactive, compassionate outreach and accurate recall management, this position helps patients complete necessary follow-up care and preventive screening while supporting the practice's commitment to excellent access, continuity and patient service.

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