Patient Experience Specialist II

Shannon Health; San Angelo (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Shannon Health in Texas is seeking a Patient Experience Specialist to perform clerical and office tasks, register and pre-register patients, and assist with insurance and payments.

Responsibilities include verifying insurance, scheduling, handling copays and referrals, and maintaining confidentiality with patients and providers. Strong communication is essential.

Minimum one year of clerical experience is required; familiarity with Epic EMR and knowledge of medical terminology are preferred.

Qualifications

• At least 1 year of clerical or general office experience.
• Ability to verify insurance, manage payments, and schedule/confirm appointments.
• Confidential handling of records and effective communication with patients and staff.

Responsibilities

• Register and pre-register patients; verify ID and insurance.
• Assist patients with insurance information, payments, and account balances.
• Handle appointment setup, confirmations, cancellations, and referrals.
• Answer phones, manage messages, and sort mail while maintaining confidentiality.
• Accept copays and payments; coordinate pre-authorizations and referrals.
• Learn new skills quickly and build positive working relationships.

Skills

Clerical/general office experience

Cash handling

Medical terminology

Tools

Epic EMR

Job description

Full Time , Monday- Friday; 8:00am- 5:00pm

Job Summary

Under general supervision, the Patient Experience Specialist performs clerical and general office work of moderate difficulty, registers and pre-registers patients, assists patients and guarantors with insurance, ensures that appointment is authorized, assists with account payment questions and collections, and prepares deposits.

Performance: Position Specific Essential Functions

• Registers patients as needed; patient identification verification, patient consents, patient rights, status/ accommodation code assignment/changes. Distributes paperwork to patient to fill out as needed; hospital and department policies and procedures; verifies insurance as needed; scanning registration documents, such as ID and insurance as needed; admission paperwork prep process; No Surprise Estimates; verifies pre-authorization and referrals as needed. Distributes paperwork for patient to fill out; Provides needed paperwork to MA/Nurse/Provider.
• Contacts patients to secure insurance information, account payments, and resolve related matters. Meet with patients to discuss account balances, credits, and payment methods. Answer insurance-related questions. Provides directional and other information to patients, visitors, and others. Oversees appointment handling (set-up, confirmations, cancellations, follow-ups, and linking of referral orders).
• Answer telephones, messaging service, direct calls and take messages. Check voice mail and returns calls. Work and answer in-basket in Epic messages for providers. Open and sort daily mail. Sends records to internal and external facilities as needed and maintains confidentiality according to procedure.
• Accepts copays and payments as needed.
• Coordinates, verifies, and tracks pre-authorization requirements. Verifies referrals. Obtains pre-certifications and verifications for procedures, treatments, and appointments.
• Tends to learn new skills quickly on his/her own and apply them both quickly and effectively to work situations. Identify work-related problems with possible resolutions, and implement an appropriate solution in a timely manner. Establishes effective, positive working relationships with management, staff, patients, providers, customers, vendors, and managers and provides support to other staff members and management. Assists with Worker’s Comp as needed.
• One or more years of clerical/general office experience

• Preferred

  • Knowledge of Medical Terminology
  • One or more years of cash handling experience
  • Certification/Licensure: N/A