Patient Access Specialist

Rancho Health; Temecula (CA); On-site; USD 35,000 - 45,000; Full time

Job summary

A leading healthcare provider is seeking a Patient Access Specialist to enhance patient experiences by efficiently managing appointment bookings and providing excellent customer service. The role involves greeting patients, verifying insurance, and addressing inquiries. Ideal candidates will have strong communication skills and a background in customer service, preferably in a healthcare setting. Join a dedicated team focused on patient care and support.

Qualifications

• 1-2 years of customer service experience, preferably in healthcare.
• Ability to handle high call volumes with accuracy.

Responsibilities

• Greet patients and schedule appointments.
• Verify patient insurance eligibility and collect information.
• Communicate effectively with patients and staff.

Skills

Communication

Organizational Skills

Problem Solving

Education

High school diploma or equivalent

Tools

EMR systems

Job description

Join to apply for the Patient Access Specialist role at Rancho Health.

This job description summarizes the major duties and responsibilities of the role. Incumbents may be requested to perform additional job-related tasks beyond those listed.

Job Summary: The Patient Access Specialist is responsible for booking patient visits, greeting patients, identifying their needs, and scheduling appropriate appointments. The goal is to make the booking process as pleasant as possible.

Essential Job Duties: Reasonable accommodations may be made for individuals with disabilities to perform these functions.

• Greet patients warmly and engage in friendly conversation.
• Accurately collect and update patient personal and insurance information.
• Verify patient insurance eligibility.
• Review provider schedules to ensure correct appointment placement.
• Follow triage protocols as needed.
• Communicate effectively with patients, providers, staff, and administration.
• Route calls appropriately, using warm handoffs when necessary.
• Address patient questions directly or via messaging, including medication refills, forms, lab results, and other inquiries.
• Communicate patient results once reviewed by the provider.
• Reschedule appointments as needed.
• Assist patients with MyChart setup.
• Follow all company policies and procedures.
• Perform additional duties as assigned by leadership.

Minimum Education and Experience:

• High school diploma or equivalent preferred.
• 1-2 years of customer service experience, preferably in healthcare or a call center.
• Experience in a medical office or healthcare call center is a plus but not required.
• Ability to handle high call volumes with accuracy and a positive attitude.
• Strong verbal and written communication skills, with professionalism in handling sensitive information.

Knowledge and Skills:

• Bilingual Spanish preferred.
• Effective communication skills in person and over the phone.
• Tact, initiative, and good judgment in interactions.
• Basic office skills, including typing and call transfer.
• Organizational and problem-solving skills.
• Ability to work long hours on a computer.
• Proficiency in navigating and inputting data in EMR systems.
• Receptiveness to supervision and feedback.

Additional Details:

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Strategy/Planning and IT
• Industry: Hospitals and Healthcare