Patient Financial Access Specialist-OP

Overview

To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values – integrity, patient-centered, respect, accountability, and compassion – must guide what we do as individuals and professionals, every day.

The Patient Financial Access Specialist - OP is responsible for all Patient Financial Access Facilitator functions and responsibilities, and provides support with complex scheduling in multiple outpatient service areas. Utilizing effective communication and technology, the role performs a variety of functions including accurate patient identification while adhering to Red Flag procedures, updating patient demographic and financial information using multiple computer systems to ensure timely processing, and acting as liaison between physicians and patients for appointment and procedure scheduling.

The specialist works closely with patients, physicians, and nursing professionals, managing and sequencing complex procedures, infusion/chemotherapy, and other multifaceted services, while coordinating lab requirements and ensuring compliance with reimbursement and medical necessity. The position demands an extraordinary level of attention to detail, specificity, accuracy, and patient sensitivity, maintaining a high awareness of Service Excellence at all times and performing certain statistical and QA functions.

The specialist also helps develop new procedures and participates in system improvements.

EEO/AA/Disability/Veteran.

• 1. Patient Throughput:
  Ensures all required information from referring physicians and providers is provided to third‑party payers to secure reimbursement within the outpatient setting.

  • 1.1 Accurately schedules patient follow‑up appointments in the appropriate system.

• 2. Insurance:
  Demonstrates a solid understanding of various insurance carriers and completes entry accurately to satisfy billing requirements.

  • 2.1 Exhibits a comprehensive understanding of online eligibility and insurance website systems, determines benefits, co‑pay amounts, and documents appropriately.

• 3. Complex Appointment Scheduling:
  Coordinates tasks related to patient appointment scheduling.

  • 3.1 Maintains strong working knowledge of Epic, scheduling complex and time‑sensitive appointment types.

• 4. Resource Management/QA:
  Provides support to other outpatient departments and routinely covers as needed to maintain skill sets.

  • 4.1 Independently optimizes time for appointment scheduling.

• 5. Customer Service:
  Provides service excellence as outlined in the Health System Standards of Professional Behavior.

  • 5.1 Ensures smooth processes for a positive patient experience by welcoming patients and visitors in line with YNHHS standards.

• 6. Template Management – Addendum:
  Works with clinical staff to maintain Epic templates.

  • 6.1 Meets with the clinical team to plan and create scheduling templates for various disciplines in Epic.

• 7. Performs other duties as assigned by Management.

  • 7.1 Reviews and updates training materials and provides training to other staff as needed.

• Education:
  
  High school diploma or GED required. Associate degree preferred.
• Experience:
  
  2–3 years in a customer service environment, preferably in a hospital or physician office, with emphasis on registration, scheduling, and medical insurance/eligibility requirements.
• Licensure:
  None required.
• Special
  
  Skills:
  
  Self‑directed, well organized, team‑oriented, able to educate and advocate for patients, multitask and reprioritize during volume fluctuations, strong interpersonal skills, investigative and problem‑solving abilities, intermediate computer skills, proficiency in registration work queues, and demonstrated training capability.