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Patient & Insurance Coordinator

2 months ago


Santa Cruz, California, United States Solis Acupuncture Full time
Job Summary

We are seeking a highly organized and detail-oriented Patient & Insurance Coordinator to join our team at Solis Acupuncture. As a key member of our staff, you will be responsible for coordinating all aspects of care for new patients, from initial phone calls to their first visit. This is a part-time position that requires excellent communication and leadership skills, as well as a strong understanding of California medical health insurance.

Key Responsibilities
  • Coordinate new patient referrals from insurance companies, other physicians, and workers comp
  • Perform insurance benefits checks and effectively evaluate patient coverage
  • Communicate with insurance companies and insurance biller to resolve discrepancies
  • Call patients to communicate benefits and schedule appointments
  • Onboard new patients by entering demographics and insurance information, and uploading documents
  • Referral coordination and management for all patients
  • Regular follow-up and tracking of existing patients waiting on new referrals and scheduling more appointments
  • Coordinate with insurance biller to ensure claims are processed accurately and paid
  • Work closely with the Billing department to communicate and follow up on claims, patient payments, credits, and insurance issues
  • Accurately keep visit count for all insurance patients and request more visits with new patient coordinators from insurance companies
  • Develop and manage referral request system, communication, and process
  • Coordinate and direct providers and receptionists in regard to referrals, patient insurance coverage, and payments
  • Update insurance information for all patients on the schedule and track patients with insurance renewal
  • Have systems in place to check with patients to see if their insurance has changed throughout the year
  • Be available to all acupuncturists and clinical staff for any issue or matter that arises for new patient coordination, insurance, cash pay, and referrals
  • Administrative management of workers comp
  • Attend regular reception meetings and meetings with office manager and insurance biller
Requirements
  • Preferred 1 year experience in a management/supervisor role in a medical office
  • Preferred 2 years experience and knowledge of California medical health insurance
  • Exceptional organizational and time-management skills
  • Exceptional leadership, interpersonal, and communication skills
  • Must be familiar with OSHA and HIPAA standards
  • Expert knowledge of EHR's, scheduling software, and phone systems
  • Competency and experience in navigating California medical insurance, including HMO managed care and workers comp
  • Medical office experience with insurance billing
  • Must have reliable high-speed internet, a reliable computer, and a phone for work
  • Must have a designated home office that is comfortable, safe, and ergonomic
  • Must be available to work during normal working hours of 9-5pm PST
Skills
  • Excellent communication skills (verbal and written) and ability to explain and provide instructions to new patients
  • Strong customer service skills
  • Clearly communicate insurance benefits to new patients and help patients navigate insurance billing and problems
  • Must have excellent team working skills, effective interpersonal skills, and time management
  • Must be detail-oriented
  • Must have strong computer skills and typing ability
  • Ability to effectively work remotely by demonstrating self-motivated, discipline, and good time management
  • Able to solve problems independently, organized, collaborative, resourceful, and not afraid to ask for help
  • Able to meet work performance and/or productivity levels while working remotely