Patient Access Specialist I

Solmentalhealth; Pearland (TX); On-site; USD 26,174 - 28,929; Full time

Job summary

SOL Mental Health is seeking a Patient Access Specialist to be the frontline for the practice, matching new patients with clinicians and scheduling visits. This hybrid role is based in Pearland, Texas and requires heavy phone work, strong communication, and customer service.

You will use EHR/CRM to document interactions, verify insurance and benefits, and support patients from initial inquiry through the first visit.

Qualifications

• Experience in direct outpatient Patient Access, scheduling, or healthcare call centers preferred.
• Knowledge of HIPAA compliance and confidentiality.
• Experience with front-desk operations.

Responsibilities

• Deliver exceptional, empathetic customer service to patients, referral partners, and internal teams.
• Support new patients from first inquiry through scheduling their first visit.
• Provide communication support via phone, email, online chat, or social media.
• Work within SOL Mental Health’s EHR to capture, input, and coordinate appointments.
• Accurately document all patient interactions in EHR/CRM tools.
• Triage patient questions about scheduling, insurance/billing, and general inquiries.
• Capture accurate client medical, demographic, and contact information for Clinical Team.
• Coordinate with insurance portals to confirm benefits and eligibility.

Skills

Excellent customer service

Versatility/creative thinking

Highly organized

Tech-savvy / systems learning

Tools

EHR systems

CRM tools

Job description

Position Summary

The Patient Access Specialist is a part of SOL Mental Health's Patient Access team and represents the front door to the practice. The Patient Access Specialist is responsible for matching and scheduling new patients with SOL clinicians who are well suited to support their needs, and is foundational to SOL’s objective to deliver Superior Access to the communities we serve. This role requires heavy phone work, strong verbal communication, and customer service skills. This is a hybrid in-office role, with some remote work from home. The office is located in Pearland, Texas.

Essential Responsibilities and Duties

• Deliver exceptional, empathetic customer service to patients, referral partners, and internal team members.
• Support new patients from the time of their first inquiry through scheduling their first visit with SOL Mental Health.
• Provide communication support to new patients (phone, email, online chat, social media) who are looking to access, understand, or utilize services provided by SOL Mental Health.
• Work extensively within SOL Mental Health’s electronic health record (EHR) to capture, input, and coordinate client appointments with clinicians.
• Accurately document all patient interactions within the EHR and CRM tools.
• Facilitate communications and triage existing patients who are seeking to schedule appointments, deliver information to their respective practice, ask questions related to insurance/billing activities, and other general customer service questions.
• Capture accurate client medical, demographic, and contact information for ease of use by the Clinical Team.
• Work with insurance portals and/or coordinate with care advocates to confirm health insurance benefits and care eligibility for patients.
• Respond to requests for assistance and/or possible processing of patient financial responsibility.

Job Requirements & Skills

• Possess excellent customer service skills and ability to effectively communicate through verbal and digital communications.
• Extremely versatile and able to think creatively while interacting with clients.
• Highly organized and able to juggle multiple tasks at once.
• Tech‑savvy with the ability to learn systems applicable to all aspects of clinical operations.

Preferred Experience

• Experience in direct outpatient Patient Access, scheduling, or healthcare call centers.
• Knowledge of HIPAA compliance and confidentiality.
• Experience with front‑desk operations.
• Solid working knowledge of verifying insurance eligibility and benefits.
• Experience in reviewing and communicating general health insurance and eligibility/benefits clearance information to patients in a healthcare setting.

Compensation: $19–$21 / hour

This is a Hybrid role with 2 days in office and 3 days remote.

Our Values

• We lead with heart
• We look for good in others
• We strengthen each other
• We strive for excellence
• We break new ground

Equal Opportunity Employer

At SOL Mental Health, we believe that diversity and inclusion are essential to fulfilling our mission. We are committed to creating a workplace where everyone feels valued, respected, and empowered to contribute. We actively seek candidates from diverse backgrounds and experiences, and we ensure equitable hiring practices throughout our recruitment process. SOL Mental Health is proud to be an equal opportunity employer and encourages applicants from all walks of life to apply.