Patient Service Specialist - Ballantyne

tryonmedicalpartners; Charlotte (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

Tryon Medical Partners is seeking a Patient Service Specialist for Ballantyne, Charlotte, to support patient intake, registration, and front-desk duties. The role requires handling payments, insurance verification, and educating patients on the portal within a friendly office setting.

The position is full-time, with Monday–Friday hours, and involves coordinating with multiple office locations to ensure smooth patient flow and accurate record-keeping.

Qualifications

• Minimum of one year medical office or healthcare facility experience.
• Experience with EHR and scheduling systems.
• Experience serving customers in person and on the phone.
• High school diploma required; some college preferred.

Responsibilities

• Schedule appointments in athenaNet.
• Prepare new patient charts and paperwork at patient presentation.
• Greet patients and visitors professionally and communicate during visits.
• Complete registration accurately and ensure all fields are satisfied.
• Educate patients on the patient portal and distribute marketing materials.
• Collect co-payments, balances, and set up payment plans per policies.
• Create Credit Card on File contracts at check-in.
• Collect deductible and coinsurance due at check-out.
• Reconcile and balance daily batches.
• Document messages and verify insurance eligibility daily.

Skills

Customer service

Phone communication

Registration process

Billing and payments

Education

High school diploma

Some college preferred

Tools

athenaNet

Job description

Patient Service Specialist - Ballantyne

Job Summary: This position provides support with the intake and processing of patients presenting for care, and other relative activities.

(This is a full-time position that will support our Ballantyne office, Monday to Friday, 630am to 330pm)

Primary Job Responsibilities/Tasks may include, but not limited to:

• Schedule appointments in athenaNet.


• Prepare new patient charts and/or paperwork at patient presentation.


• Greet patients and visitors in a professional and welcoming manner. Communicate with patient during visit as necessary.


• Accurately perform registration process.


• Ensure all requirements and fields are satisfied and complete.


• Ensure patient is registered and educated on patient portal usage; distribute marketing materials as necessary.


• Collect co-payments, outstanding balances, pre-payments, payment plans at Check-In according to organizational financial policies, provide receipt of payment.


• Create Credit Card on File Contracts at Check-In.


• Collect deductible, co-insurance, and payment for services not covered by insurance at Check-Out.


• Work "Day End Review" report.


• Answers inbound and/or makes outbound telephone calls as assigned and appropriately directs callers.


• Schedule follow-up appointments.


• Reconcile, balance, and close batches daily.


• Accurately record messages.


• Educate patients accurately and completely including utilizing the Patient Portal.


• Document appropriately within athenaNet to ensure regulatory requirements are met.


• Monitor and check assigned Athena boxes and other assigned boxes for coverage.


• Work at different Tryon office locations as needed.


• For upcoming appointments without insurance on file or have Medicaid attempt to call patient two days prior in order to collect and verify insurance.


• Verify eligibility and benefits for all patients daily.


• Other duties as assigned.

Requirements:

• Completion of Hepatitis B Vaccine and Flu Vaccine Form will be required. Candidate may decline vaccination through declination form or may provide record of vaccination from previous employer.


• Completion of TB test will be required.

Education:

• High school diploma; some college preferred

Experience:

• Minimum of one-year medical office or healthcare facility experience.


• E.H.R. and Scheduling experience.


• Experience serving customers in person and on the phone

Physical Requirements:

• Work consistently requires walking, standing, sitting, lifting, reaching, stooping, bending, pushing, and pulling.


• Must be able to lift and support weight of 35 pounds in handling patients, equipment and supplies.


• Dexterity in hands and fingers.


• Ability to quickly respond to changing conditions and situations.


• Ability to concentrate on details.