Client Benefits Specialist

Duties & Responsibilities

• Answer multi-line phones and either direct the caller to the appropriate party or handle the caller’s needs yourself.
• Greets patients and accurately checks patients into EHR using established patient registration check-in protocols.
• Schedules patient appointments; inputs/verifies demographic and insurance information at the time of scheduling.
• Ensures appointment verification is completed, records receipts, troubleshoots issues and notifies patients of all pertinent insurance issues or scheduling conflicts in advance of patient’s scheduled visit.
• Record information from initial intake, client paperwork and billing forms into EHR.
• Monitors schedule and patients waiting in lobby, alerts patients of any delays.
• Process payments from patients for co-pays and uninsured visits and print receipt for customer.
• Responsible for initiating daily electronic appointment reminders.
• Assist with operations responsibilities, e.g., prepare bank deposit, record credit receipts.
• Provide patients with support and guidance as needed.