Patient Navigator Lead

Jobtailor; Goleta (CA); On-site; USD 35,817 - 46,838; Full time

Job summary

Jobtailor seeks a Patient Access Specialist to manage scheduling, verify insurance, and coordinate pre-authorizations. You will communicate with clinical staff and act as a primary resource for caller issues, ensuring patient information is accurate and securely handled.

You will support onboarding and training, delivering outstanding customer service while upholding the organization's mission, vision, and values. Prior healthcare scheduling and knowledge in medical terminology are favored.

Qualifications

• Associate degree preferred.
• Certification as Revenue Cycle Representative or Patient Access Specialist preferred.
• Basic skills in MS Word, Outlook and Excel; 35 wpm typing.
• Experience with Epic is preferred.
• Knowledge of medical terminology is helpful.
• Minimum 2 years in patient access or healthcare scheduling; 4 years preferred.

Responsibilities

• Schedule appointments and verify insurance.
• Review/edit/obtain pre-authorizations.
• Communicate with clinical staff on patient information.
• Mitigate caller issues and manage escalations.
• Assist with onboarding and training as needed.
• Provide exceptional customer service aligned with the organization's mission.

Education

Associate degree (preferred)

Certified Revenue Cycle Representative (preferred)

Certified Patient Access Specialist (HBI) (preferred)

Tools

Epic

MS Word

Outlook

Excel

MS Office Suite

Job description

Responsibilities

• Responsible for scheduling appointments, verifying insurance.
• Reviewing/editing/obtaining pre‑authorizations.
• Communicating directly with clinical staff/offices on pertinent patient information.
• Serve as a primary resource for mitigating caller issues and managing escalations.
• Assist with employee onboarding and training as needed.
• Provide exceptional customer service and demonstrate dedication to the organization’s mission, vision, and values.

Requirements

• Associate’s degree (preferred).
• Certified Revenue Cycle Representative or Certified Patient Access Specialist (HBI) (preferred).
• Basic MS Word, Outlook, and Excel skills; 35 wpm keyboard/typing speed.
• MS Office Suite (preferred).
• Experience working with Epic.
• Knowledge of medical terminology.
• Minimum 2 years of patient access, healthcare scheduling, or health insurance experience.
• Preferred 4 years of patient registration, healthcare scheduling, or health insurance experience.