Patient Visit Specialist

phsorg; Albuquerque (NM); On-site; USD 23,000 - 38,000; Full time

Job summary

Presbyterian is seeking a dedicated Patient Visit Specialist to support visit closure activities and coordinate patient care, guiding patients through the next steps ordered by clinicians.

In this full-time PMG role in Albuquerque, NM, you will schedule follow-up visits, manage referrals and authorizations, and ensure HIPAA-compliant communications while delivering compassionate service to patients and families.

Qualifications

• High school diploma or equivalent required.
• Experience in the medical office, hospital, or clinic preferred.
• Proficiency in EPIC registration/clerical training preferred.
• Strong organizational and multi-tasking skills; HIPAA awareness.

Responsibilities

• Provide exceptional patient experience using CARES, AIDET and EPE tools.
• Review orders in EHR and schedule follow-up visits, labs, imaging and referrals.
• Obtain prior authorizations and referrals per payor protocols.
• Communicate effectively with clinicians and patients, maintaining privacy.

Skills

Communication

Customer service

Organizational skills

Education

High school diploma or equivalent

Job description

Location Address:

8312 Kaseman Court NE
Albuquerque, NM 87110-7639

Compensation Pay Range:

Minimum Offer $16.79
Maximum Offer $27.67

Now Hiring: Patient Visit Specialist

Summary:

Presbyterian is seeking a dedicated Patient Visit Specialist to support visit closure activities, ensuring seamless coordination of patient care while delivering an exceptional experience. This role plays a key part in guiding patients through the next steps ordered by the clinician.

Type of Opportunity: Full time

Job Exempt: No

Job is based: PMG - 8312 Kaseman Court

Work Shift: Days (United States of America)

Responsibilities:

• Customer Service and Caring Practices:
  Achieve exceptional patient experience for patients and patient families by using CARES, AIDET and EPE tools.
  Addresses and attempts to appropriately resolve complaints in the moment by using key words at key times
  Ability to manage conflict and appropriately request the help of a supervisor when needed
  Fosters effective patient relations with patients, the public and providers by listening, responding and escalating when appropriate
  Round with patients waiting to ensure their comfort and to inform them of delays when applicable Encounter
• Components:
  Review and follows order entered the EHR by the clinician
  Schedule return visits lab, radiology, STAT & ASAP appointments and advanced imaging
  Obtain Prior Authorization/Referral per payor protocols
  Validates patient MyChart Access
  Prints AVS as applicable with double check for HIPAA privacy
  Collects any backend patient balance such as high deductible
  Communicates effectively to ordering clinicians when any restriction, such as access, restricts or prohibits scheduling as ordered
• Financial Accountabilities:
  Refers as appropriate to onsite Financial Advocate, or for uninsured to the Financial Advocacy Center
  Validate prior authorization/certification/referral are secured PRIOR to a scheduled procedure or test, alerting stake holders (patient, patient representative, OR, etc) if a breakdown occurs Message Management:
  Formulates complete and accurate telephone encounter messages and routes to the appropriate Epic in-basket pool to support operational aspects of patient care. Medical Record Components:
  Instruct patients on the Release of Information process and ensure a fully completed ROI Form is submitted to Health Information Management for incoming or outgoing records Patient Relations
  Comprehend quality service connection to patient satisfaction and reimbursement
  Participate in metric goals for telephones performance metrics, TSF and abandonment rate when applicable
  Perform confirmation calls when applicable to include directions and instructions as required by the visit type Patient Safety
  Respond quickly to patients showing distress. Follow guidelines set forth by the Clinic Manger to alert the clinical team. Assist in any manner the clinic team directs.
  Ensure check out area, waiting area and walkways are clear of any unnecessary items and are clean and neat.
  Report any concern that may create a safety issue.
  Annual competency completion of Clerical Staff during a Code Blue Quality Improvement:
  Appointment reminder calls
  Rescheduling
  Evaluate provider schedules and take appropriate action to ensure accuracy and efficiency per guidelines
  Works with assigned physicians to maximize schedule effectiveness

Qualifications:

• High school or equivalent
• Experience in the medical office, hospital, or clinic with patients and providers is preferred
• Proficiency in prior authorization/certification/referral process is preferred
• Must pass EPIC competency for Registration at completion of Epic Clerical Training class Professional

Requirements:

• Medical terminology training or medical terminology training completed within six months of hire
• Pass annual competency exam for all areas of responsibility.
• Attend Staff meetings per department expectations
• Requires strong organizational and multi-tasking skill sets
• Significant customer service skills set paramount

Abilities:

• Strong communication and organizational skills
• Ability to multitask, manage appointments, and maintain accurate healthcare records
• Ability to use the Electronic Medical Record (EMR) for scheduling, documentation, and communication.
• Strong customer service skills demonstrate professionalism and empathy
• Ability to handle confidential information as outlined under HIPA

Benefits:

All benefits-eligible Presbyterian employees receive a comprehensive benefits package that includes medical, dent