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Patient Visit Specialist

Presbyterian Healthcare Services
Santa Fe, United Statesfull_timeVerifiedPosted 4 Dec 2025
💰 $47,520/yr

About the role

Overview

Summary:Performs visit closure activities to coordinate patient care while providing an exceptional patient experience for successful completion of next steps ordered by the clinicianAdvanced scheduling for specialty or radiologic proceduresRecognizing payor requirements and obtaining prior authorization/certification/referrals for visits/procedures Processes daily referral workqueues for authorization, deferring only those that require payor considerationPrimary Care and most Specialty Care offices must process STAT and ASAP referral workqueues for results receivedReturn scheduling knowledge to include the ability to scrub schedules for accuracy and efficiency in home department Monitor in-baskets and reports for overdue results, waitlisted appointments, recalls, etc Responsibilities

Type of Opportunity: Full Time FTE: 1.000000 Exempt: No Work Schedule: Weekday Schedule Monday-Friday

Qualifications

Other information:Academic Preparation: *High school or equivalent *Short-term training in Medical Terminology*Familiarity with CPT and ICD-10 codingExperience: *Minimum 18 months experience in a clinical setting with significant MD interaction*Proficiency in prior authorization/certification/referral process*Must pass EPIC competency for Registration at completion of Epic Clerical Training classProfessional Requirements:*Pass annual competency exam for all areas of responsibility.*Attend Quarterly MSO meetings.*Attend Staff meetings*Attend Employee ForumsAbilities: *Requires strong organizational and multi-tasking skill sets*Significant customer service skill set paramount*Must be able to function under pressure while maintaining professionalism*Working knowledge of CPT and ICD-10 coding*Pass annual competency exam for all areas of responsibility.*Attend Quarterly MSO meetings.*Attend Staff meetings*Attend Employee ForumsUPDATED 11/15/23

Education:Essential:* High School Diploma or GED

Responsibilities

Responsibilities:Customer Service and Caring Practices:* Achieve exceptional patient experience for patients and patient families by using CARES, AIDET and EPE tools.* Addresses and attempts to appropriately resolve complaints in the moment by using key words at key times* Ability to manage conflict and appropriately request the help of a supervisor when needed* Fosters effective patient relations with patients, the public and providers by listening, responding and escalating whenappropriate* Round with patients waiting to insure their comfort and to inform of delays when applicableEncounter Components:* Review and follows order entered into the EHR by the clinician* Schedule return visits lab, radiology, STAT & ASAP appointments and advanced imaging* Obtain Prior Authorization/Referral per payor protocols* Validates patient MyChart Access* Prints AVS as applicable with double check for HIPAA privacy* Collects any backend patient balance such as high deductible* Communicates effectively to ordering clinician when any restriction, such as access, restricts or prohibits scheduling as ordered Financial Accountabilities:* Refers as appropriate to on site Financial Advocate, or for uninsured to the Financial Advocacy Center* Validate prior authorization/certification/referral are secured PRIOR to a scheduled procedure or test, alerting stake holders(patient, patient representative, OR, etc) if a breakdown occursMessage Management:* Formulates complete and accurate telephone encounter messages and routes to the appropriate Epic in-basket pool to supportoperational aspects of patient care.Medical Record Components:* Instructs patients on the Release of Information process and insure a fully completed ROI Form is submitted to Health InformationManagement for incoming or outgoing recordsPatient Relations* Comprehend quality service connection to patient satisfaction and reimbursement* Participate in metric goals for telephones performance metrics, TSF and abandonment rate when applicable* Perform confirmation calls when applicable to include directions and instructions as required by the visit typePatient Safety* Respond quickly to patients showing distress. Follow guidelines set forth by the Clinic Manger to alert the clinical team. Assist inany manner the clinic team directs.* Ensure check out area, waiting area and walkways are clear of any unnecessary items and are clean and neat.* Report any concern that may create a safety issue.* Annual competency completion of Clerical Staff during a Code BlueQuality Improvement:* Appointment reminder calls* Rescheduling* Evaluate provider schedules and take appropriate action to ensure accuracy and efficiency per guidelines* Works with assigned physicians to maximize schedule effectivenessC.A.R.E.S Behaviors:* Demonstrates CARES behaviors of Collaborate, be Accountable, Respect, Engage and Serve to all whom you encounter.Other InformationAcademic Preparation:

Benefits

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Company

Presbyterian Healthcare Services

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