Patient Access Specialist

Jobtailor; West Palm Beach (FL); On-site; USD 33,000 - 42,000; Full time

Job summary

Jobtailor is seeking a dedicated Patient Access professional to support check-in/check-out workflows in a healthcare setting. The role involves collecting demographics, verifying insurance, activating patient portals, and guiding patients through errands and appointments.

Ideal candidates have healthcare/customer service experience, strong communication, and the ability to multitask in a fast-paced environment while maintaining confidentiality.

Qualifications

• Two years in a healthcare or related customer service field.
• High school diploma or GED or equivalent.
• Strong computer skills with proficiency in office automated tools.
• Effective communication with all levels of staff, patients, and customers.
• Exceptional customer service skills.
• Superior written and oral communication skills.
• Ability to respond positively to fluctuations in patient flow.
• Ability to multitask and prioritize in a fast-paced environment.
• Ability to work collaboratively with others.
• Respect for information confidentiality.

Responsibilities

• Greet and assist patients as they arrive.
• Manage patient flow with interdisciplinary team members.
• Complete patient check-in by collecting, verifying, and scanning legal IDs and insurance cards.
• Enter demographics and insurance information accurately.
• Coordinate benefits and determine participating and non-participating insurance coverage.
• Explain financial responsibilities and payment options.
• Facilitate completion of necessary patient forms.
• Collect third-party liability or workers’ compensation documents and copays when appropriate.
• Resolve patient checklists and registration issues.
• Enroll and activate patient portal accounts and elevate issues as needed.
• Handle patient and family inquiries.
• Complete patient check-out, schedule appointments/tests/procedures, and document appointment notes.
• Collect out-of-pocket payments and provide visit summaries and future itineraries.
• Conduct rounds to ensure patients are checked in and visitors are comfortable.
• Assist physician practices with administrative aspects of patient care.
• Assist with chart preparation, document scanning, MD order transcription, RightFax, shared email, work queues, benefit verifications, and other Patient Access functions.
• Answer patient calls, manage and triage inquiries, and document information in patient records.
• Cross-train to independently staff Greeter, Call Center, and Physical Therapy Patient Access areas

Skills

Patient Check-In Management

Insurance Verification

Customer Service Excellence

Effective Communication Skills

Medical Terminology Familiarity

Education

High school diploma or GED

Tools

RightFax

Shared Email Systems

Office Automated Tools

Job description

• Greet and assist patients as they arrive
• Manage patient flow with interdisciplinary team members
• Complete patient check-in by collecting, verifying, and scanning legal IDs and insurance cards
• Enter demographics and insurance information accurately
• Coordinate benefits and determine participating and non-participating insurance coverage
• Explain financial responsibilities and payment options
• Facilitate completion of necessary patient forms
• Collect third-party liability or workers’ compensation documents and copays when appropriate
• Resolve patient checklists and registration issues
• Enroll and activate patient portal accounts and elevate issues as needed
• Handle patient and family inquiries
• Complete patient check-out, schedule appointments/tests/procedures, and document appointment notes
• Collect out-of-pocket payments and provide visit summaries and future itineraries
• Conduct rounds to ensure patients are checked in and visitors are comfortable
• Assist physician practices with administrative aspects of patient care
• Assist with chart preparation, document scanning, MD order transcription, RightFax, shared email, work queues, benefit verifications, and other Patient Access functions
• Answer patient calls, manage and triage inquiries, and document information in patient records
• Cross-train to independently staff Greeter, Call Center, and Physical Therapy Patient Access areas

Requirements

• Two years in a healthcare or related customer service field
• High school diploma or equivalent (G.E.D.), may include specialized or vocational courses
• Strong computer skills, with proficiency in office automated tools
• Effective communication with all levels of staff, patients, and customers
• Exceptional customer service skills
• Superior written and oral communication skills
• Ability to respond positively to fluctuations in patient flow
• Ability to maintain a positive attitude toward assignments and others in a fast-paced environment
• Ability to multitask and prioritize in the changing healthcare environment
• Ability to work collaboratively with others
• Respect for information confidentiality
• Initiative, good judgment, and resourcefulness
• Familiarity with medical terminology and insurance
• Comfortable sitting, standing, walking, stooping, climbing, and lifting 10–20 lbs.
• Ability to work in an OSHA Category 1 environment involving exposure to blood, body fluids, tissues, and other potentially infectious materials

Core Competencies

Demonstrates strong patient interaction skills, effective communication, and proficiency in managing patient flow and administrative tasks in a healthcare setting. Familiarity with medical terminology and insurance processes is essential for successful patient access and support.

Highest-signal resume keywords

• Patient Check-In Management
• Insurance Verification
• Customer Service Excellence
• Effective Communication Skills
• Medical Terminology Familiarity

ATS Optimization Keywords

Hard Skills

• Patient Flow Management
• Demographic Data Entry
• Insurance Coordination
• Document Scanning
• Appointment Scheduling
• Third-Party Liability Collection
• Patient Portal Activation
• Chart Preparation
• Benefit Verification
• OSHA Compliance

Soft Skills

• Multitasking
• Positive Attitude
• Collaboration
• Resourcefulness
• Good Judgment

Industry Keywords

• Healthcare
• Patient Access
• Customer Service
• Confidentiality
• Fast-Paced Environment

Tools & Technologies

• Office Automated Tools
• RightFax
• Shared Email Systems