Patient Services Specialist I

Carolina Asthma And Allergy Center Master; Charlotte (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

Carolina Asthma And Allergy Center Master is seeking a friendly, detail-oriented front desk receptionist to handle patient check-in/check-out, answer calls, and support the administrative team in a busy medical office.

Responsibilities include verifying insurance, posting charges in the EHR, scheduling appointments, and ensuring the waiting area remains welcoming and organized. Must have a high school diploma and at least one year of related experience.

Qualifications

• High school diploma or equivalent required.
• One year of experience in customer service or reception in a health care setting preferred.
• Familiarity with medical terminology and office procedures.

Responsibilities

• Answer incoming calls promptly and courteously.
• Greet visitors and assist with check-in and check-out.
• Verify insurance information and collect co-pays.
• Post charges in EHR and balance daily transactions.
• Prepare and schedule patient appointments and reminders.
• Maintain neat, organized waiting area and assist staff as needed.
• Follow scheduling protocols and communicate changes to nursing staff.
• Handle mail and general office duties as assigned.

Skills

Multiline phone system

Customer service

Medical terminology

Education

High school diploma or equivalent

Tools

EHR system

Job description

Job Details

Job Location: South Park - Charlotte, NC 28210

Job Supervisory Responsibilities: None

General Summary

A nonexempt, clerical position responsible for receiving incoming telephone calls in a prompt, courteous, and professional manner and greeting/assisting visitors in the same manner.

Essential Job Responsibilities

• Patient Check-In including reception, registration, updates, etc.
• Verify vaccine reorders.
• Run daily reports at the end of the shift (balancing monies, charges and kept appointments.
• Daily count and reconciliation of Petty Cash.
• Patient Check-Out including collecting of co-pays, past due balances, etc.
• Post and accept charges in EHR, verify the number of units, diagnose codes, and rending.
• Monitor patients waiting area to avoid excessive wait times.
• Advises nurse(s) of patient additions/deletions to schedule.
• Insurance verification (verify insurance with patient, obtaining insurance cards and make copies).
• Create patient appointment reminder calls.
• Answers patient questions and concerns by providing accurate and helpful information.
• Answers/Screens/Forward incoming calls.
• Open, sort, deliver and collect mail.
• Educates patients on shot room protocol.
• Ensure patient waiting area neat, and organized.
• Assist with scheduling, canceling, and rescheduling of patient appointments as needed.
• Post payments.
• Work miscellaneous project(s) as directed by management.
• Additional duties for outlying staff: Handling medical record responsibilities, closes out credit card machine, maintain petty cash and receipts.
• Overtime may be required occasionally.
• Other duties as assigned.

QualificationsEducation

High school diploma or equivalent.

Experience

One year of experience in customer service or reception, preferably in a health care environment.

Other Requirements

None

Performance Requirements

Knowledge

• Knowledge of medical terminology and organization services.
• Knowledge of individual responsibilities to accurately direct callers.

Skills

• Ability to use multi-line phone system, including transferring calls and paging.
• Adequate hearing to answer phone and speak with patients.
• Ability to speak clearly and loudly enough to be heard by callers and patients.

Abilities

• Elicits appropriate information to route calls to the appropriate person.
• Prevents, calms, or defuses irate callers and patients by working with them to identify concerns and properly directs calls.

Equipment Operated

Standard office equipment including computers, fax machines, copiers, printers, telephones, etc.

Work Environment

Position is in a well-lighted office environment. Occasional evening and weekend work.

Mental/Physical Requirements

Involves sitting approximately 90 percent of the day, walking or standing the remainder.