Patient Access Specialist 1

Rancho Health MSO, Inc; Rancho Cucamonga (CA); On-site; USD 32,000 - 34,000; Full time

Job summary

Rancho Health MSO, Inc is seeking a Patient Access Specialist 1 to greet patients, collect insurance details, and schedule visits at our Rancho Cucamonga site in California.

Role includes multi-tasking in a fast-paced healthcare environment, following triage protocols, and facilitating communication between patients and providers while maintaining confidentiality and accuracy.

Qualifications

• High school diploma or equivalent required or preferred.
• Customer service experience with 1–2 years in healthcare or call center is expected.
• Bilingual Spanish preferred.
• Strong verbal and written communication required.

Responsibilities

• Greet patients and collect personal and insurance information accurately.
• Review provider schedules to ensure correct appointment placement.
• Follow triage protocol and route calls appropriately.
• Assist patients with MyChart setup and scheduling needs.
• Maintain professionalism and confidentiality in all interactions.

Skills

Customer service

Multitasking

Communication

Data entry

EMR system navigation

Education

High school diploma or equivalent

Tools

EMR system

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Patient Access Specialist 1

Regular Full Time Clerical Rancho Wellness - Rochester, Rancho Cucamonga, CA, US

Salary Range: $23.00 To $25.00 Hourly

Job Summary:

This job description is to summarize the major duties and responsibilities performed in this job. Incumbents may be requested to perform job-related tasks other than those specifically presented in this description.

Patient Access Specialist is responsible for booking patients’ visits. This process includes greeting, identifying the needs of the patient, and scheduling an appropriate visit. Patient Access Specialist should help ensure the booking of an appointment is as pleasant an experience as possible.

Essential Job Duties: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Greet patients with a warm salutation and conversation with congenial closing.
• Consistently and accurately collect the patient’s personal and insurance information, including any necessary updates.
• Review provider schedules to ensure correct placement of appointments.
• Follow triage protocol as needed.
• Work cooperatively with others, including appropriate communication with patients, providers, support staff and administration.
• Route calls to appropriate departments when applicable utilizing a warm handoff.
• Attempt to answer questions prior to forwarding the patient’s question/concern via message.
• Send appropriate inbox messages for med refills, form status, lab results, patient questions when applicable. Include all relevant information in the message.
• Communicate patient results when they are available and have been reviewed by the provider.
• Reschedule patients as needed due to scheduling conflicts.
• Encourage and help patients with MyChart set up.
• Comply with all company policies and procedures found in the employee handbook.
• Perform other duties and tasks as assigned by leadership.

Required education and experience: The requirements listed below are representative of the knowledge, skills, and/or ability required.

• High school graduate or equivalent preferred.

Minimum Experience Required:

• Customer Service Experience: A minimum of 1–2 years of experience in customer service, preferably in a healthcare or call center environment.
• Healthcare Knowledge: Previous experience in a medical office, clinic, or healthcare-related call center is preferred but not required.
• Multitasking Skills: Demonstrated ability to handle high call volumes while maintaining accuracy and a positive attitude.
• Communication Skills: Strong verbal and written communication skills, with the ability to manage sensitive and confidential information professionally.

Minimum Knowledge and Skills Required:

• Bilingual Spanish is preferred.
• Ability to communicate effectively and congenially with patients and staff members in person and over the phone.
• Ability to exercise tact, initiative, and good judgement when interacting with patients and staff members.
• Basic office skills such as typing, transferring calls, etc.
• Organizational and problem-solving skills.
• Ability to work on the computer for long stretches of time.
• Ability to navigate and accurately input within the EMR system.
• Ability to accept supervision and feedback.

Benefits at a Glance:
We offer a comprehensive benefits package designed to support your health, family, financial security, and work-life balance. This includes wellness coverage (medical, dental, vision), life and disability options (life, AD&D, voluntary plans), flexible spending accounts (healthcare and dependent care), retirement savings with a 401(k) match, employee referral bonuses, and generous time off including paid holidays. Employees also have access to an Employee Assistance Program to support overall well‑being.

Travel Percentage: 1-5%

Work Authorization: Must be authorized to work in the United States.