Job Description Summary

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The Patient Care Specialist II performs advanced administrative and patient access duties to support daily
medical office operations. This role is responsible for independently registering patients, verifying insurance,
processing referrals, and resolving basic billing or documentation issues. The Specialist II ensures all
interactions comply with HIPAA, privacy, and organizational policies while consistently providing exceptional
service to patients, families, and staff.

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How will you make an impact & Requirements

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Greets, registers, and checks in patients, ensuring all demographic, insurance, consent, and contact 
information is accurate and current in the EHR. 
• Collects and processes copayments following standard cash-handling and reconciliation procedures. 
• Verifies insurance eligibility, obtains required authorizations, and documents verification results 
accurately in the patient record. 
• Provides clear explanations of check-in processes, insurance requirements, and payment expectations. 
• Answers and routes phone calls, schedules or reschedules appointments, and maintains daily 
appointment schedules while communicating adjustments to clinical staff. 
• Processes urgent specialist referrals, appointment ticklers, and medical record release requests in a 
timely and accurate manner. 
• Performs clerical and administrative tasks including filing, faxing, scanning, and uploading documents 
into the EHR. 
• Reviews patient accounts for outstanding balances or documentation errors and partners with billing 
to resolve discrepancies. 
• Maintains full HIPAA and privacy compliance by safeguarding patient information, properly managing 
documentation, and limiting access to authorized users only. 
• Identifies and reports potential privacy breaches, compliance risks, or billing concerns promptly 
according to established protocols. 
• Prepares, routes, and manages medical documentation to ensure completeness, confidentiality, and 
accuracy. 
• Provides professional, courteous customer service and maintains composure during high-volume or 
challenging situations. 
• Coordinates scheduling across multiple providers, departments, or specialties to support efficient 
patient flow. 
• Audits patient charts, registration data, and referral documentation to identify and correct compliance 
or process issues.

Participates in mandatory training programs related to compliance, privacy, workflow changes, and 
patient experience. 
• Supports the Practice Manager and care team with assigned administrative tasks. 
• Participates in departmental audits, workflow redesign initiatives, and implementation of new systems 
or technologies. 
• Prepares and distributes operational reports related to scheduling efficiency, registration accuracy, or 
service metrics. 
• Demonstrate excellent guest service to internal team members and patients. 
• Performs other related duties as assigned.