Patient Visit Specialist - San Mateo Family Practice

Overview

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.

The ideal candidate will have advanced scheduling expertise, including the ability to optimize schedules for accuracy and efficiency within their department. They will be responsible for coordinating specialty and radiologic procedures, recognizing payor requirements, and securing prior authorizations, certifications, and referrals as needed.

If you're detail-oriented, thrive in a fast-paced healthcare environment, and are passionate about patient care, we’d love to have you on our team!

 

• This is a Full Time position - Exempt: No
• Job is based at PMG - San Mateo
• Work hours: Days

Qualifications

Experience:

• 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 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 HIPAA

Responsibilities

• Review and follow orders entered into 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 clinician when any restriction, such as access, restricts or prohibits scheduling as ordered
• Appointment reminder calls and rescheduling
• 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
• Ensure check out area, waiting area and walkways are clear of any unnecessary items and are clean and neat.
• Perform other duties as required

Benefits

About Presbyterian Healthcare Services Presbyterian offers a comprehensive benefits package to eligible employees, including medical, dental, vision, disability coverage, life insurance, and optional voluntary benefits.

The Employee Wellness Rewards Program encourages staff to engage in health-enhancing activities - like challenges, webinars, and screenings - with opportunities to earn gift to earn gift cards and other incentives.

As a mission-driven organization, Presbyterian is deeply committed to improving community health across New Mexico through initiatives like growers' markets and local partnerships. Founded in 1908, Presbyterian is a locally owned, not-for-profit healthcare system with nine hospitals, a statewide health plan, and a growing multi-specialty medical group. With nearly 14,000 employees, it is the largest private employer in the state, serving over 580,000 health plan members through Medicare Advantage, Medicaid, and Commercial plans.

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

Maximum Offer for this position is up to

USD $21.17/Hr.

Compensation Disclaimer

The compensation range for this role takes into account a wide range of factors, including but not limited to experience and training, internal equity, and other business and organizational needs.