Job Description
Job Description
Job Summary :
The Patient Scheduling Specialist II builds on foundational scheduling skills and handles more complex patient interactions. This role is responsible for coordinating multi-provider schedules, verifying insurance benefits, and addressing scheduling issues with greater independence. PSS II may also mentor new hires and support daily operations.
Note : This position will follow a hybrid training model during the first ninety (90) days of employment, requiring a combination of in-office and remote work. After the initial training period, the position will transition to a remote role. However, business needs may require adjustments, and team members must maintain the flexibility to report to the office when requested.
Duties / Responsibilities :
- Answer phones and greet patients courteously and respectfully.
- Schedule and reschedule appointments for consultations, procedures, and follow-ups.
- Verify and update basic patient demographic and insurance information.
- Provide appointment instructions to patients in a clear and friendly manner.
- Maintain accurate and confidential patient records in the scheduling system.
- Communicate schedule updates with clinics and other departments as needed.
- Participate in initial training and ongoing development sessions.
- Meet basic productivity expectations for call handling and documentation.
- Coordinate appointments across multiple physicians and departments.
- Provide insurance verification and preliminary benefit information.
- Create accurate price estimates and communicate them to patients.
- Troubleshoot and resolve basic scheduling conflicts or escalations.
- Assist with onboarding and mentoring of new staff.
- Monitor schedules for efficiency and proactively address gaps or overlaps.
- Contribute to process improvement by identifying workflow issues.
- Meet or exceed performance benchmarks in accuracy and productivity.
Qualifications :
High School Diploma or equivalent.2 years of scheduling experience in a medical setting.Strong verbal and written customer service skills.Excellent organizational and planning abilities; able to manage multiple tasks simultaneously.Working knowledge of medical terminology, insurance plans, and authorization processes.Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).Familiarity with EMR systems; NextGen and Phreesia preferred.Strong problem-solving and communication skills.Bilingual (English / Spanish) preferred.Physical Requirements :
Prolonged sitting at a computer workstation.Frequent use of a telephone.Ability to maintain focus while multitasking.Extended periods of viewing a computer monitor and reading small print.Ability to retrieve files from cabinets, requiring reaching, bending, or kneeling.Capability to lift and carry light objects.