Patient Experience Specialist (PES)
On-siteGrand Rapids, Michigan, United States
Job Summary
First, credential the practice, physicians, and providers to all patients while managing daily correspondence via fax, email, and text. Act as the first responder to incoming communications, promptly distributing daily updates and sending friendly reminders regarding pre-treatment planning. Schedule aesthetic treatments with over 15 providers by educating patients on key procedures, financing options, and loyalty rewards. Maintain accurate patient files in compliance with HIPAA and report adverse experiences daily to the Office Manager. Collaborate with billing staff on pre-payment reports and package scheduling, ensuring patients are well-prepared and informed ahead of appointments.
Required Qualifications
- Prior knowledge and experience working in a health care setting, preferably in a MedSpa or Plastic Surgery Facility
- An organized, self-motivated individual who works with a sense of urgency, can work independently and with others, and who prioritizes work
- This level of knowledge is normally acquired with the completion of an associate degree and 2-4 years of related work experience, or the equivalent work experience without education
- Demonstrates excellent interpersonal communication skills to facilitate effective interaction with a variety of health care professionals and patients, as well as BCAPS employees, partners, and leaders
- Work with minimum supervision and to prioritize work to achieve BCAPS goals and meet deadlines
- Essential functions of this position include remaining at a workstation for prolonged periods or moving between work areas for extended portions of the workday, with or without reasonable accommodation
- Working knowledge of Microsoft Programs including Outlook, Word, and Excel
- Keyboard skills of 50 words per minute minimum
- Work and communicate effectively and efficiently in stressful situations
- Operate computer and various software packages, including a working knowledge of electronic medical records
- Operate general office equipment such as a copy machine, fax machine, and other common office equipment
- Basic problem solving and troubleshooting skills to handle emergent issues
- Perform basic mathematical calculations, including addition, subtraction, multiplication, division, and percentages
- Familiarity with medical terminology is preferred
- Show up professional and SHOW READY per BCAPS attire standards
- Complete required compliance training and understand all HIPAA requirements to ensure private health information remains confidential
- First Responder to all incoming phone calls, texts and email communication
- Responsible for patient interaction and conversion reporting via multiple resource sites
- Perform daily audits and distribution of all Infomail correspondence
- Schedule patients for aesthetic treatments with over 15 providers
- Educating patients on our Financial Policy by appropriately explaining loyalty rewards (Alle, Aspire, Xperience, Merz), discounts, and current marketing promotions
- Educate patients and promote our financing options through PatientFi and Care Credit
- Recommend 'Best Practices' to management and assist in implementing best practices as requested by the leadership team
- Remain up to date on all technologies, treatments, and products offered at BCAPS, as well as surgical procedures at New Vista Surgical Suites (NVSS)
- Ensure a patient's profile is accurate by updating Nextech with recent demographic changes and assist patients with completing the required paperwork in their Patient Portal
- Review patient phone calls using Patient Prism to enhance self-education and ensure accuracy in reporting
- Responsible for learning the Practice Management Software, Nextech
- Proactively collects surgical and non-surgical payments 3 weeks before the appointment in adherence with the Financial Policy
- Report Adverse patient and provider experiences daily to Office Manager, both verbally and in writing
- Educate patients on key procedures and protocols prior to scheduling to exceed patient results (Neograft, Keravive, CO2RE, recommended products prior to treatment, etc.)
- Review pre-payment reports daily for BCAPS House Account and collaborate with the Patient Billing Specialist to schedule patients for pre-banked treatments purchased as part of a package
- Actively engages and seeks ongoing education/training whether it be company directed or on an individual basis as per internal policy
- Honest, trustworthy, and ethical to build and preserve strong patient and team relationships
- Willing to continuously improve and possess an eagerness to learn new skills and techniques
- Available for special projects as designated by the Management Team
- Work requires frequent and constant listening, talking, bending, and walking
- This position requires standing for up to 100% of the workday
- Work requires finger dexterity and eye-hand coordination to operate office equipment
- Based on the OSHA guidelines for protection against occupational exposure to hepatitis and HIV, this position is described as Category IV
- This position has low risk exposure to blood and body fluids
- Policies are in place for Universal Precautions identifying risks and appropriate barrier protection
- Work requires occasional travel within the city to carry out errands associated with this position
- Ensure a highly relational, warm, and engaging patient experience by fostering meaningful connections with Bengtson Center and Symmetry Med Spa patients through texting and phone interactions
- Prioritizes building trust and rapport while professionally and efficiently addressing patient needs, treatment questions and credentialing our surgeons and providers
- Responsible for maintaining accurate and confidential patient files in compliance with HIPAA
- Manages and promptly distributes daily correspondence received via fax, email and text messages, ensuring seamless communication within the practice
- A strong commitment to self-education is essential for developing a comprehensive understanding of all surgeons within the practice, including their backgrounds, expertise, and specialties
- Acquire in-depth knowledge of all surgical procedures, non-surgical treatments, skincare options, and retail products offered to effectively promote cross-disciplinary opportunities within the practice and provide the highest level of support and service
- Possesses a strong foundation in marketing knowledge to leverage the YouTube library to self-educate on relevant topics, ensuring the ability to proactively share educational links and resources with patients by sending curated website pages and videos to enhance the patient's overall experience
- Collaborate with the patient billing specialist and accounting staff regarding patient questions
- Provide concierge service to patients by having complete knowledge of the practice and ability to credential our practice, surgeons and providers, non-surgical and surgical procedures, and skincare products
- Ensure patients are well-prepared and informed ahead of their appointments by sending friendly reminders regarding pre-treatment planning and what to expect, fostering both trust and optimal outcomes
Desired Qualifications
- Knowledge of skincare treatments, products, non-surgical and surgical procedures is desired
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