POSITION SUMMARY

The Patient Engagement Specialist II (PES 2), is part of an integrated healthcare team that

partners with patients to connect them with needed services. This position serves as a first point

of contact for all entities that enter a facility and is responsible for a variety of activities related to

patient intake and care. This position performs essential functions in both in-person and virtual

clinic settings.

This is a non-exempt position that reports to the Clinic Manager.

Essential Functions

• Welcome, schedule, and check in patients while utilizing proper customer service
• Create, update and access confidential patient information while adhering to HIPAA

guidelines

o Verify patient demographic and insurance information

o Perform routine data entry into various software systems

o Answer or return calls

o Add information to appropriate software resource

o Schedule appointments within specified guidelines

o Ensure patient forms, pre-visit screeners, consent packets, and patient forms are completed and uploaded into electronic medical record

o Schedule interpreter, and/or transportation services for patient(s)

o Collect co-payments, deductibles, or perform other financial responsibilities as assigned

o Receive patient inquiries and respond within identified parameters

o Complete all scanning within the same business day of document receipt

• Track and provide patient related data for reporting purposes
• Meet (or exceed) department metrics for outreach and scheduling activities, assisting in the preparation of reports for tracking purposes
• Demonstrate empathy and compassion in all patient interactions
• Other duties and responsibilities as assigned

QUALIFICATIONS

Must be Bi-Lingual (Spanish)

Education and Experience Requirements

• GED or HS Diploma (required); Medical Assistant or AA degree in health-related field

preferred

• 6 months’ professional experience in a similar role (customer service, medical front

office, etc.); Experience in health care is highly desired