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Patient Scheduling Specialist II - Remote
Patient Scheduling Specialist II - RemotePacific Cardiovascular Associates • Costa Mesa, CA, US
Patient Scheduling Specialist II - Remote

Patient Scheduling Specialist II - Remote

Pacific Cardiovascular Associates • Costa Mesa, CA, US
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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.
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    Scheduling Specialist • Costa Mesa, CA, US

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