Job role overview

  • Date posted

    May 8, 2026

  • 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

work mode

On-site

Interested in this job?

23 days left to apply

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