Patient Advocate

Position Summary

The Patient Advocate is responsible for performing routine administrative and clinical tasks to support the efficient operation of physicians' and healthcare practitioners' offices. This role involves managing clinic patient flow, coordinating payment collection, and filtering incoming calls. The Patient Advocate also assists patients with intake paperwork, appointment scheduling, and providing a warm, supportive experience from their first interaction through to follow-up care.

• Greet patients in a warm, friendly, and helpful manner, ensuring a positive patient experience.
• Review patient charts to collect co-pays, co-insurance, deductibles, and manage payment plans.
• Assist patients in completing necessary intake paperwork and answer any questions regarding the process.
• Cancel, reschedule, and confirm patient appointments, ensuring efficient clinic flow.
• Schedule follow-up appointments for patients as needed.
• Answer inbound calls on behalf of the practice, routing calls to the appropriate staff member and notifying them of the caller’s identity before transferring.
• Interview new patients to obtain basic demographics and input their information into the Electronic Medical Record (EMR) system.
• Interview patients to gather medical information and measure vital signs, including weight and height.
• Provide patients with necessary materials, such as specimen collection cups, and guide them through the collection process.
• Perform general office duties such as answering telephones, making follow-up calls to patients, and ensuring smooth administrative operations.
• Maintain patient confidentiality by securing medical records and adhering to HIPAA regulations.
• Provide superior customer service, demonstrating empathy and professionalism in all interactions.
• Perform other duties as assigned by the clinic manager to support the clinic’s goals and patient care objectives.

• High School Diploma or GED required;
  Associate degree preferred.
• At least two (2) years of experience working in a medical office or ambulatory clinic setting.
• Experience in pain management or a related medical field is preferred.
• Strong knowledge of healthcare regulations, including HIPAA confidentiality and infection control measures.
• Demonstrated ability to provide excellent customer service, build patient relationships, and maintain professionalism under pressure.
• Exceptional oral and written communication skills.
• Ability to perform manual tasks requiring dexterity, control precision, and steady hand movements.
• Strong multitasking skills in a fast-paced environment.
• Ability to maintain patient confidentiality and show empathy in patient interactions.
• Willingness to travel as needed for job-related responsibilities.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions. While performing the duties of this position, the employee is regularly required to talk or listen. The employee frequently is required to stand, walk, use hands or fingers to handle paperwork or medical instruments, and reach with hands and arms.

The employee may occasionally be required to lift and move objects up to 25 pounds. The work environment is a combination of office and clinical settings. The employee may be exposed to patients, medical equipment, and occasionally to infectious diseases. The noise level in the work environment is usually moderate, and the employee must adhere to all safety and infection control protocols to ensure the safety of both patients and staff.

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.

To perform this job successfully, the incumbent will possess the skills, aptitudes, and abilities to perform each duty proficiently. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities.