Patient Financial Access Specialist OP

Yale New Haven Health Services Corp.; Greenwich (CT); On-site; USD 42,000 - 70,000; Full time

Job summary

Yale New Haven Health Services Corp. is seeking a Patient Financial Access Specialist - OP to support scheduling and patient access across outpatient services.

The role focuses on accurate patient identification, insurance entry, and coordinating complex appointment sequences with physicians and clinics. Ideal candidates have 2–3 years of customer service experience in hospital settings, with strong attention to detail and communication skills to ensure compliant, efficient patient workflows and

Qualifications

• Front-end customer service experience in healthcare or hospital setting.
• Experience scheduling in outpatient clinics is preferred.
• Strong communication and data entry skills written and verbal.

Responsibilities

• Schedule complex and time-sensitive outpatient appointments.
• Enter and verify patient demographics and insurance information.
• Coordinate with physicians, nurses, and clinics to align appointments.
• Provide high-quality service and ensure patient understanding of procedures and preparations.
• Assist with templates and procedures to improve scheduling workflows.

Skills

Customer service

Scheduling coordination

Communication

Multitasking

Team collaboration

Education

High school diploma or GED

Associate degree

Tools

Epic System

Job description

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-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day.

The Patient Financial Access Specialist - OP is responsible for all the Patient Financial Access Facilitator functionsand responsibilities as well as provides support with complex scheduling in more than one outpatient service area .Utilizing effective communication and effective use of technology, performs a variety of functions including accuratepatient identification while adhering to Red Flag procedures to ensure patient safety. Obtains and updates thepatient's demographic and financial information utilizing multiple computer systems to assure timely processing ofthe patient's visit. Functions as the liaison between the physician and the patient in managing appointment andprocedure scheduling for both internal and external patient appointments. This individual works closely with patients ,physicians and nurse professionals within the clinic setting and is responsible for accurately managing and makingdecisions related to sequencing of complex procedures, physician appointments, infusion/chemotherapy and othermultifaceted services. Communicates directly with the patient and/or the physician office to ensure instructions,preparations or laboratory test requirements prior to the procedure /appointment have been met. Coordinates multiplepatient appointments and manages patient and insurance demographics to ensure appropriate reimbursement forservices provided. This individual will be responsible for making decisions around exams ordered as they relate tomeeting Medical Necessity and follow up with patient and/or physician when a Waiver or ABN is required. Individualis cognizant of imaging and other satellite sites across the System and appropriately aligns appointments withpatient locations. A major focus in completing these responsibilities will rely on the individual 's attention to detail,specificity and accuracy as it relates to the procedure, the appointment or the chemotherapy, the supportingdocumentation and an extraordinary level of patient sensitivity and compassion. Position requires the individual tomaintain a high awareness of Service Excellence representing "I am YNHH" at all times and in all locations.Performs certain statistical and QA functions. Helps develop new procedures and participates in the planning ,implementation, and training of system improvements to enhance the operating functions of the department.

EEO/AA/Disability/Veteran

Responsibilities

• 1.Patient Throughput: Ensures all required information obtained from referring physicians and providers inclinical areas are provided to the third party payers to ensure reimbursement for services delivered within theoutpatient setting.
  • 1.1Accurately schedules patient follow-up physician appointments in the appropriate scheduling systemusing guidelines and requirements identified within the system.
• 2.Insurance: Demonstrates a solid understanding of the various insurance carriers' options and completesinsurance entry accurately, satisfying billing requirements to ensure a payable account.
  • 2.1Exhibits a comprehensive understanding of the online eligibility and insurance website systemsincluding understanding patient's eligibility, determining benefits and co-pay amount due. Documentsappropriate computer system according to departmental policies.
• 3.Complex Appointment Scheduling: Coordinates and supports tasks related to patient appointmentscheduling.
  • 3.1Maintains a strong working knowledge of the Epic system with the ability to schedule complex and timesensitive appointment types.
• 4.Resource Management/Quality Assurance (QA): In collaboration with Supervisor/Manager, provides supportin the other outpatient service department and routinely provides coverage as necessary to maintain skillsets.
  • 4.1Independently optimizes time related to patient appointment scheduling.
• 5.Customer Service: Provides service excellence as outlined in the Health System Standards of ProfessionalBehavior.
  • 5.1Ensures smooth functioning of all processes in order to guarantee a positive patient experience byacknowledging and receiving patients and visitors to the department following the YNHHS Standards ofProfessional Behavior.
• 6.Template Management - Addendum: Works with the clinical staff to maintain Epic Templates for variouslocations.
  • 6.1Meets with clinical team to plan and create scheduling templates for various disciplines in the EpicSystem.
• 7.Performs other duties as assigned by Management.
  • 7.1As needed, reviews and updates all training materials and provides training to other staff members.

Qualifications

Education

High school diploma or GED required. Associate degree preferred.

EXPERIENCE

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

LICENSURE

NA

SPECIAL SKILLS

Self-directed, well organized and exhibiting team oriented skills with the ability and desire to educate and advocatefor patients and their families. Must be able to multitask and reprioritize in response to fluctuations in volume .Strong interpersonal skills and ability to build rapport with a wide variety of individuals including clinical staff in orderto meet the patient's needs. Excellent investigative, critical thinking and problem solving skills. Intermediatecomputer skills and the ability to adapt to various programs/systems. Demonstrated proficiency in understandingregistration work queues that affect workflow. Must be able to provide training or in -service to other staff and areaswithin the department and Hospital. Consistently demonstrates effective written and oral communication skills incoordination with the Standards of Professional Behavior with the ability to communicate complex requirementsacross clinical and financial disciplines.

YNHHS Requisition ID

195381