Patient Visit Specialist

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Short-term disability

Long-term disability

Life insurance

Voluntary benefits

Job summary

Presbyterian Healthcare Services is hiring for a Patient Visit Specialist at Presbyterian Santa Fe Medical Center in Santa Fe, NM. The role focuses on coordinating referrals, authorizations, follow-up appointments, and diagnostics to ensure smooth care transitions and excellent patient experience.

You will manage scheduling, workflow, and communication with patients and providers, while maintaining accurate documentation and adherence to CPT/ICD-10 coding.

Qualifications

• High school diploma or equivalent required.
• Completion of short-term training in Medical Terminology preferred.
• Familiarity with CPT and ICD-10 coding required.

Responsibilities

• Deliver outstanding patient service by communicating with empathy, professionalism, and responsiveness.
• Coordinate follow-up appointments, specialty referrals, diagnostic testing, imaging, and urgent scheduling needs.
• Obtain and validate prior authorizations, referrals, and certifications to ensure timely access to care.
• Manage patient communications, including appointment reminders, confirmation calls, and follow-up coordination.
• Monitor provider schedules, waitlists, recalls, and outstanding items to maximize access and operational efficiency.
• Support financial processes by identifying authorization needs, collecting applicable patient balances, and connecting patients with financial resources when appropriate.
• Maintain accurate documentation, message routing, and medical record processes to support continuity of care.
• Promote a safe, organized, and patient-centered environment while responding appropriately to patient concerns and needs.
• Collaborate with providers, clinical teams, and support staff to ensure seamless care coordination and positive patient outcomes.
• Demonstrate Presbyterian's CARES values through collaboration, accountability, respect, engagement, and service.

Job description

Location Address:
4801 Beckner Road
Santa Fe, NM 87507

Compensation Pay Range:
Minimum Offer $16.79
Maximum Offer $27.67

Now Hiring: Patient Visit Specialist

Summary

Serve as a vital connection in the patient care journey by ensuring timely coordination of referrals, authorizations, follow-up appointments, and diagnostic services. This role supports seamless care transitions, delivers an exceptional patient experience, and helps patients successfully complete recommended next steps while maintaining efficient scheduling, referral management, and care coordination workflows.

Type of Opportunity: Full time
Job Exempt: No
Job is based: Presbyterian Santa Fe Medical Center
Work Shift: Days (United States of America)

Responsibilities

• Deliver outstanding patient service by communicating with empathy, professionalism, and responsiveness.
• Coordinate follow-up appointments, specialty referrals, diagnostic testing, imaging, and urgent scheduling needs.
• Obtain and validate prior authorizations, referrals, and certifications to ensure timely access to care.
• Manage patient communications, including appointment reminders, confirmation calls, and follow-up coordination.
• Monitor provider schedules, waitlists, recalls, and outstanding items to maximize access and operational efficiency.
• Support financial processes by identifying authorization needs, collecting applicable patient balances, and connecting patients with financial resources when appropriate.
• Maintain accurate documentation, message routing, and medical record processes to support continuity of care.
• Promote a safe, organized, and patient-centered environment while responding appropriately to patient concerns and needs.
• Collaborate with providers, clinical teams, and support staff to ensure seamless care coordination and positive patient outcomes.
• Demonstrate Presbyterian's CARES values through collaboration, accountability, respect, engagement, and service.

Qualifications

Education

• High school diploma or equivalent required.
• Completion of short-term training in Medical Terminology preferred.
• Familiarity with CPT and ICD-10 coding required.

Experience

• Minimum of 18 months of experience in a clinical or healthcare setting with significant provider interaction.
• Experience managing prior authorizations, referrals, and insurance certifications required.
• Must successfully complete EPIC Registration competency following Epic Clerical Training.

Skills & Abilities

• Strong organizational, time management, and multitasking abilities.
• Exceptional customer service and patient communication skills.
• Ability to work effectively in a fast-paced environment while maintaining professionalism and attention to detail.
• Working knowledge of CPT and ICD-10 coding.
• Ability to prioritize competing responsibilities and collaborate effectively with providers, patients, and healthcare teams.

Professional Requirements

• Successfully complete annual competency assessments for all assigned responsibilities.
• Participate in required departmental, staff, and organizational meetings, including Quarterly MSO Meetings, Staff Meetings, and Employee Forums.
• Demonstrate a commitment to continuous learning, quality improvement, and organizational excellence.

All benefits-eligible Presbyterian employees receive a comprehensive benefits package that includes medical, dental, vision, short-term and long-term disability, group term life insurance and other optional voluntary benefits.

Wellness

Presbyterian's Employee Wellness rewards program is designed to provide you with engaging opportunities to enhance your health and activate your well-being. Earn gift cards and more by taking an active role in our personal well-being by participating in wellness activities like wellness challenges, webinar, preventive screening and more.

Why work at Presbyterian?

As an organization, we are committed to improving the health of our communities. From hosting growers' markets to partnering with local communities, Presbyterian is taking active steps to improve the health of New Mexicans.

About Presbyterian Healthcare Services

Presbyterian exists to improve the health of patients, members, and the communities we serve. We are locally owned, not-for-profit healthcare system of nine hospitals, a statewide health plan and a growing multi-specialty medical group. Founded in New Mexico in 1908, we are the state's largest private employer with nearly 14,000 employees - including more than 1600 providers and nearly 4,700 nurses.

Our health plan serves more than 580,000 members statewide and offers Medicare Advantage, Medicaid (Centennial Care) and Commercial health plans.

AA/EOE/VET/DISABLED. PHS is a drug-free and tobacco-free employer with smoke free campuses.

We're Determined to Support New Mexico's Well-Being | Presbyterian Healthcare Services