Patient Access Specialist 1

Socket.dev; Rochester (CA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid holidays

Employee assistance program

Job summary

Socket.dev is seeking a Patient Access Specialist to greet patients, identify needs, and schedule visits. You will help ensure the booking experience is pleasant and efficient.

Responsibilities include collecting patient information, verifying insurance eligibility, coordinating with providers, triage as needed, and facilitating communication with patients and staff. Bilingual Spanish is preferred.

Qualifications

• High school graduate or equivalent preferred.
• 1–2 years of customer service experience, preferably in healthcare.
• Bilingual Spanish preferred.

Responsibilities

• Greet patients warmly and schedule visits.
• Collect patient personal and insurance information accurately.
• Run patient insurance eligibility checks.
• Review provider schedules to place appointments correctly.
• Follow triage protocols as needed.
• Communicate with patients, providers, and staff; route calls accordingly.
• Assist with MyChart setup when applicable.
• Reschedule appointments as needed.
• Adhere to policies and perform other duties as assigned.

Skills

Customer service

Bilingual Spanish

Multitasking

Verbal & written communication

Organization

Problem solving

Typing

HIPAA awareness

Education

High school diploma or equivalent

Tools

EMR system

Job description

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.


• Run patient insurance eligibility.


• 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.

Minimum Education 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.

Monday-Friday (8am-5pm)