Patient service specialists work at a variety of medical facilities. Essential duties and responsibilities include checking patients in and out, checking patient eligibility for services or programs, and scheduling follow-up appointments. A patient service specialist has to maintain a well-organized referral log to coordinate patient referrals to other specialists. Basic computer knowledge is necessary to ensure good data management of the patients' files.
A patient service specialist is also sometimes tasked with reminding patients of any upcoming lab visits they have. Therefore, having basic knowledge in medical terminology and possessing good interpersonal skills are requirements for this job position. Electronic medical records knowledge is also a must, and experience in this area is preferable. The patient service specialist must possess excellent customer service skills and the ability to effectively solve problems. Maintaining friendly relationships with patients is important, in addition to maintaining good relationships with physicians, nurses, and other employees. Attention to detail is crucial to efficiently gather full information on patients in situations.
A bachelor's degree is generally preferred but not required for these positions, and relevant experience is needed or preferred as well.
Patient Services Specialist Tasks
Compile and record medical charts, reports, and correspondence.
Interview patients to complete insurance and privacy forms.
Receive insurance co-pay payments and post amounts paid to patient accounts.
Schedule and confirm patient appointments, check-ups and physician referrals.
Answer telephones and direct calls to appropriate staff.