Patient Services Representative / Phone Team

Eye-Site-of-Tampa-Bay; Trinity (FL); On-site; USD 17,000 - 22,000; Full time

Job summary

Eye Site of Tampa Bay in Trinity is seeking a Patient Services Specialist - Phone Scheduler to handle outbound and inbound calls, schedule and reschedule patient appointments, verify insurance coverage, and ensure accurate patient records. The role emphasizes exceptional customer service and professional communication in a fast-paced ophthalmology practice.

Preferred candidates have 1+ year experience in a medical environment handling phone calls or insurance, with strong organizational skills

Qualifications

• 1+ year in a medical environment handling phone calls or insurance screening.
• Exceptional customer service skills.
• Excellent oral and written communication skills.
• Professional conduct and appearance.
• Ability to relate to a wide variety of people.
• Empathetic, tactful, and objective.

Responsibilities

• Answer incoming calls for Clearwater and Trinity offices, scheduling and rescheduling appointments.
• Screen calls for clinical relevance to ensure proper scheduling.
• Verify demographics and insurance eligibility; document accurately.
• Record notes in the practice management system for follow‑through.
• Prepare new patient packets and correspondence per policy.
• Assist office projects between calls.

Skills

Phone experience

Customer service

Communication

Empathy

Detail orientation

Organization

Teamwork

Tools

Practice management system

Insurance eligibility tool

Job description

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Are you ready to LOVE your job?! Eye Site of Tampa Bay, a multi-specialty ophthalmology practice, is growing! We are focused on excellence in patient care and creating exceptional patient experiences. We offer great pay and benefits in an exceptional teamwork environment. The Patient Services Representatives/Phone Team are the first line of contact for patients in scheduling appointments, rescheduling appointments, verifying insurance coverage, and ensuring accurate documentation while maintaining exceptional customer service. M-F, days, EOE

• Answer all incoming calls for both the Clearwater and Trinity offices, assisting callers using a friendly and professional manner.
• Accurately screen clinical nature of phone calls for proper scheduling.
• Schedule and reschedule appointments in an efficient manner to maximize provider schedules.
• Verify and accurately document demographic information for patients, including verifying insurance with eligibility tool provided.
• Ensure accurate and complete documentation for new patients and changes for established patients returning for follow-up.
• Prepare new patient packets and new patient correspondence per policy.
• Accurately record notes in practice management system for ease of team follow through.
• Assist in office projects between phone calls.

Desired characteristics

• 1 Yr+ medical environment phone and/or insurance experience.
• Exceptional customer service skills.
• Excellent oral and written communication skills.
• Professionalism.
• Relate to a wide variety of people.
• Ability to be empathetic, tactful and maintain objectivity.
• Ability to remain calm in stressful situations.
• Work well with others.
• Reliable/dependable.
• Ability to problem solve.
• Accurate with attention to detail.
• Ability to organize and prioritize tasks efficiently.

Position Requirements

Full-Time/Part-Time Full-Time

May require travel between offices.

Position Patient Services Specialist - Phone Scheduler

Location

Eye Site of Tampa Bay - Trinity

This position is currently accepting applications.