Patient Financial Access & Scheduling Specialist

Yale New Haven Health; Branford (CT); On-site; USD 25,000 - 36,000; Full time

Job summary

Yale New Haven Health is seeking a Patient Financial Access Specialist in Branford, CT. This role handles patient demographics and financial information, coordinates complex scheduling, and acts as a liaison between patients and clinicians to ensure accurate appointments and appropriate reimbursement.

The ideal candidate has 2–3 years of customer service experience in healthcare, strong communication skills, and familiarity with Epic or similar scheduling systems.

Qualifications

• Two (2) to three (3) years' work experience in a customer service environment preferably in hospital/physician office with emphasis on registration, scheduling, and all aspects of medical insurance and eligibility requirements preferred.

Responsibilities

• Patient Throughput: Ensures all required information obtained from referring physicians and providers in clinical areas are provided to the third party payers to ensure reimbursement for services delivered within the outpatient setting.
• Insurance: Demonstrates a solid understanding of the various insurance carriers' options and completes insurance entry accurately, satisfying billing requirements to ensure a payable account.
• Complex Appointment Scheduling: Coordinates and supports tasks related to patient appointment scheduling.
• Resource Management/QA: In collaboration with Supervisor/Manager, provides support in the other outpatient service department and routinely provides coverage as necessary to maintain skill sets.
• Customer Service: Provides service excellence as outlined in the Health System Standards of Professional Behavior.
• Template Management - Addendum: Works with the clinical staff to maintain Epic Templates for various locations.
• Performs other duties as assigned by Management.

Skills

Customer service

Scheduling

Insurance knowledge

Epic system

Communication

Training

Multitasking

Attention to detail

Education

High school diploma or GED

Associate degree

Job description

Yale New Haven Health is seeking a Patient Financial Access Specialist in Branford, CT. This role handles patient demographics and financial information, coordinates complex scheduling, and acts as a liaison between patients and clinicians to ensure accurate appointments and appropriate reimbursement.

The ideal candidate has 2–3 years of customer service experience in healthcare, strong communication skills, and familiarity with Epic or similar scheduling systems.