Patient Services Specialist 2
Job role overview
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Date posted
May 8, 2026
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Hiring location
McKinney
Description
Patient Services Specialist 2
The Patient Services Specialist 2 provides administrative support in a physician office, clinic or other operational area that assists patients, to ensure high quality, patient-centered care. Duties include patient relations, check-in or check-out, scheduling, insurance verification and answering phones. May assist in training and mentoring junior Patient Services Specialists.
Essential Functions Of The Role:
- Assists patients and other visitors by performing patient related duties to include check-in or check-out, scheduling, insurance verification and answering and responding to phones inquiries.
- Arranges follow-up visits and referral appointments.
- Registers patients by collecting and verifying insurance information.
- Verifies patient demographics and enters changes into computer system.
- Directs patients to appropriate waiting areas.
- Accepts payments for physician/clinic services according to established guidelines.
- Posts payments and enters charges into computer utilizing appropriate codes.
- Generates daily payment reports and verifies cash drawer against report.
- Provides accurate patient, medical, financial or procedural information to patients or approved outside entities.
- Discusses financial arrangements with patients, as requested.
- Responds to routine escalated inquiries concerning services, hours of operation, etc.
- Ensures any patient complaints are handled appropriately.
- Assists with medical records duties by pulling charts for scheduled and walk-in appointments, prescription refills and other requests.
- Retrieves, transports, sorts and files medical records. Copies medical records chart for patient transfers and referrals as requested.
- Assists in training, mentoring and providing assistance to junior staff as requested.
Key Success Factors:
- Strong listening, interpersonal and communication (oral and written) skills, and professional, pleasant and respectful telephone etiquette.
- Ability to adapt communication style to suit different audiences.
- Empathetic listener, sensitive, upbeat, optimistic, articulate, gracious and tactful.
- Knowledge of patient registration procedures and documentation.
- Knowledge of medical insurance claims procedures and documentation.
- Needs to have thorough understanding of the Out of Network process
- Skilled in the use of personal computers and related software applications.
- Skilled in preparing and maintaining patient records.
- Able to analyze unpaid third-party claims and delinquent accounts to determine appropriate follow-up actions to ensure payment.
- Able to mentor and train staff.
Benefits:
Our competitive benefits package includes the following - Immediate eligibility for health and welfare benefits - 401(k) savings plan with dollar-for-dollar match up to 5% - Tuition Reimbursement - PTO accrual beginning Day 1 Note: Benefits may vary based upon position type and/or level
Qualifications:
Education: H.S. Diploma/GED Equivalent Experience: 1 Year of Experience
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