Pre-Visit Specialist

Tryon Medical Partners; Charlotte (NC); Híbrido; USD 38 000 - 52 000; Tempo integral

Resumo da oferta

Tryon Medical Partners in Charlotte, NC seeks a Pre-Visit Specialist for a hybrid role, supporting patient services by reviewing schedules, confirming eligibility, and communicating with patients ahead of visits.

You will verify benefits, collect pertinent information, educate patients on the process, and coordinate with clinics to resolve issues before appointments, while ensuring HIPAA compliance and quality service.

Qualificações

• 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.

Responsabilidades

• Review upcoming appointment schedules to identify insurance and financial-clearance needs.
• Verify patient eligibility and benefits for appointments scheduled at least one week in advance.
• Contact patients before appointments to obtain/update insurance information and discuss coverage.
• Coordinate with teams to resolve eligibility, registration, scheduling, or account issues before visits.
• Educate patients on registration, insurance, payment, and portal usage.
• Establish credit card-on-file and collect payments at check-in/check-out per policies.
• Document verification results and follow-up in athenaNet.
• Protect patient confidentiality per HIPAA.

Conhecimentos

Customer service

Phone communication

Scheduling

HIPAA compliance

Formação académica

High school diploma

Some college

Descrição da oferta de emprego

Pre-Visit Specialist - Hybrid Role

Job Summary: This position provides support of the patient services specialists by reviewing schedules appointments during the prep timeframe including direct and proactive communication with patients as a core responsibility. The team partner is expected to initiate outbound patient contact by telephone and other approved communication methods to support appointment scheduling, care coordination, follow up needs and other assigned patient-related activities.

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

• Review upcoming appointment schedules within the designated preparation timeframe to identify insurance eligibility concerns, out-of-network benefits, self-pay status, missing demographic or insurance information, and other financial-clearance needs.
• Verify patient eligibility and benefits, including applicable deductibles, copayments, coinsurance, coverage limitations, and services that may require additional review, for appointments scheduled at least one week in advance.
• Contact patients before their appointments to obtain or update insurance and demographic information, explain identified coverage concerns, and communicate anticipated financial responsibilities in a clear and professional manner.
• Contact patients with significant outstanding balances, discuss available payment options or next steps within established guidelines, and support timely collection efforts while maintaining a respectful patient experience.
• Coordinate with Patient Services Specialists, clinical teams, billing staff, and other departments to resolve eligibility, registration, scheduling, or account issues before the patient’s visit whenever possible.
• Document all verification results, patient outreach attempts, financial discussions, and required follow-up accurately and promptly in athenaNet in accordance with organizational standards and regulatory requirements.
• Accurately record and route patient messages to the appropriate individual or department, including complete details needed for timely follow-up.
• Educate patients on registration, insurance, payment, and practice processes, including use of the Patient Portal, and confirm understanding when appropriate.
• Establish credit card-on-file agreements at check-in and collect deductibles, coinsurance, copayments, outstanding balances, and payment for noncovered services at check-out in accordance with established policies.
• Process payments accurately, provide appropriate receipts or documentation, and reconcile, balance, and close assigned batches daily, escalating discrepancies promptly.
• Monitor and manage assigned athenaNet work queues, inboxes, and other designated coverage areas; prioritize time-sensitive items and ensure appropriate follow-through.
• Protect patient confidentiality and handle protected health and financial information in accordance with HIPAA, organizational policies, and applicable requirements.
• Meet established productivity, accuracy, quality, and service expectations; identify recurring issues and communicate opportunities to improve pre-visit workflows and the patient experience.
• Provide coverage and support for related patient-service functions as operational needs require and perform 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.