Patient Services Specialist, Behavioral Health
$35,360–$35,360 year
On-siteRaleigh, North Carolina, United States
Job Summary
Greet patients and visitors professionally, check them in and out of appointments, and verify identity, demographics, and insurance information. Schedule, confirm, and reschedule appointments while managing clinical staff calendars to optimize access. Answer incoming calls regarding appointments, services, and directions, then route inquiries to clinical staff. Collect co-pays and outstanding balances at the point of service, explain financial responsibilities, and assist with billing questions. Maintain and update electronic health records, create patient charts, and ensure documentation accuracy and HIPAA compliance. Serve as a liaison between patients and clinical staff to notify arrivals and support smooth patient flow. Address patient concerns professionally, escalate issues as needed, and collect basic vitals and complete UDS when nursing staff are absent. Perform front desk operations including filing, faxing, and scanning, while maintaining a clean reception area. Work Monday through Friday from 8:00 am to 5:00 pm at satellite offices in Wake Forest, Zebulon, and Fuquay Varina.
Required Qualifications
- High School Diploma
- Experience in healthcare front office or customer service
- 1-2 Years
- Familiarity with scheduling systems
- Electronic medical records
- Understanding of insurance verification and billing processes
- Customer service and empathy
- Patient-centered mindset
- Strong communication skills
- Phone communication
- In-person communication
- Multitasking
- Ability to work in a fast-paced environment
- Attention to detail
- Basic knowledge of medical terminology
- EMR systems
- Greet patients and visitors in a professional, welcoming manner
- Check patients in and out of appointments
- Verify patient identity, demographics, and insurance information
- Complete registration and consent forms accurately
- Schedule, confirm, and reschedule appointments
- Manage clinical staff calendars
- Coordinate referrals and follow-up
- Answer incoming calls
- Respond to inquiries
- Provide clear, basic information about procedures, services, and next steps
- Collect co-pays and outstanding balances at point of service
- Explain financial responsibilities to patients
- Verify insurance coverage
- Assist with billing questions
- Maintain and update electronic health records (EHR/EMR)
- Create and organize patient charts and documentation
- Ensure records are accurate, complete, and compliant with privacy regulations (HIPAA)
- Serve as a liaison between patients and clinical staff
- Notify clinical staff of patient arrivals
- Support smooth patient flow throughout the clinic
- Address patient concerns or complaints professionally
- Escalate issues appropriately when needed
- Ensure a positive, patient-centered experience at every touchpoint
- Collect basic vitals
- Complete UDS in absence of nursing staff
- Support operations at locations outside of the primary worksite
- Work beyond regularly scheduled hours, including after 5:00 p.m.
- Manage front desk operations (filing, faxing, scanning)
- Maintain a clean, organized reception and lobby area
- Perform other clerical duties as assigned
- Follow any other instructions and to perform any other duties and responsibilities upon the request of a supervisor
Desired Qualifications
- Experience in healthcare front office or customer service
- 1-2 Years
- Familiarity with scheduling systems and electronic medical records
- Understanding of insurance verification and billing processes
- Customer service and empathy (patient-centered mindset)
- Strong communication skills (phone and in-person)
- Multitasking and ability to work in a fast-paced environment
- Attention to detail especially with insurance and billing data
- Basic knowledge of medical terminology and EMR systems
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