Patient Financial Access Specialist - Op

Yale New Haven Health; Greenwich (CT); On-site; USD 40,000 - 65,000; Full time

Job summary

An established industry player is seeking a dedicated Patient Financial Access Specialist to enhance patient access and scheduling within their healthcare system. This full-time position focuses on facilitating patient access functions, coordinating appointments, and ensuring compliance with medical necessity requirements. The ideal candidate will possess strong organizational and communication skills, with a proven track record in customer service, particularly in healthcare. Join a compassionate team that values integrity and patient-centeredness, where your contributions will directly impact patient experiences and service excellence.

Qualifications

• 2-3 years in customer service, preferably in healthcare settings.
• Demonstrated ability to train others and maintain service excellence.

Responsibilities

• Facilitating patient access functions and complex scheduling.
• Ensuring accurate patient identification and information updates.
• Delivering service excellence and supporting system improvements.

Skills

Organizational Skills

Interpersonal Skills

Communication Skills

Computer Proficiency

Empathy

Education

High School Diploma or GED

Associate Degree

Tools

Epic System

Job description

Patient Financial Access Specialist - Op

Join to apply for the Patient Financial Access Specialist - Op role at Yale New Haven Health.

Overview

To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values—integrity, patient-centeredness, respect, accountability, and compassion—must guide our actions daily.

The Patient Financial Access Specialist - OP is responsible for facilitating patient access functions, supporting complex scheduling across multiple outpatient service areas, and ensuring accurate patient identification and information updates using various computer systems. This role acts as a liaison between patients, physicians, and nursing staff to coordinate appointments, procedures, and services, ensuring compliance with safety procedures and medical necessity requirements. The specialist must demonstrate attention to detail, sensitivity, and compassion, maintaining service excellence and supporting system improvements.

Responsibilities

1. Patient Throughput: Obtain and provide necessary information to ensure reimbursement for outpatient services, including scheduling follow-up appointments.
2. Insurance: Understand various insurance options, accurately enter insurance data, and verify patient eligibility and benefits.
3. Complex Appointment Scheduling: Support scheduling for complex and time-sensitive appointments, utilizing the Epic system.
4. Resource Management/QA: Support other outpatient departments and participate in system training and improvements.
5. Customer Service: Deliver service excellence, ensuring a positive patient experience per YNHHS standards.
6. Template Management: Collaborate with clinical staff to maintain Epic scheduling templates.
7. Other Duties: Review and update training materials and provide staff training as needed.

Qualifications

Education: High school diploma or GED required; associate degree preferred.

Experience: 2-3 years in customer service, preferably in healthcare settings involving registration, scheduling, and insurance.

Skills: Organized, team-oriented, excellent interpersonal and communication skills, proficient with computers and healthcare systems, ability to train others, and demonstrate empathy and professionalism.

Additional Information

Position is full-time, with a focus on patient access and scheduling within Yale New Haven Health System.