Job Summary:
The Patient Scheduling Specialist I is responsible for delivering high-quality customer service by scheduling appointments, verifying patient information, and ensuring smooth communication with patients and clinical teams. This entry-level role focuses on learning core scheduling systems and procedures while developing proficiency in handling standard patient interactions.

Note: This position will follow a hybrid training model during the first ninety (90) days of employment, requiring a combination of in-office and remote work. After the initial training period, the position will transition to a remote role. However, business needs may require adjustments, and team members must maintain the flexibility to report to the office when requested.

Duties/Responsibilities:

·         Answer phones and greet patients courteously and respectfully.

·         Schedule and reschedule appointments for consultations, procedures, and follow-ups.

·         Verify and update basic patient demographic and insurance information.

·         Provide appointment instructions to patients in a clear and friendly manner.

·         Maintain accurate and confidential patient records in the scheduling system.

·         Communicate schedule updates with clinics and other departments as needed.

·         Participate in initial training and ongoing development sessions.

·         Meet basic productivity expectations for call handling and documentation.

Qualifications:

·         High School Diploma or equivalent.

·         0–1 years of experience in a customer service or medical office setting.

·         Strong verbal and written communication skills.

·         Excellent organizational and planning abilities; able to manage multiple tasks simultaneously.

·         Basic computer and data entry skills.

·         Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).

·         Ability to maintain patient confidentiality and adhere to HIPAA standards.

·         Familiarity with EMR systems; NextGen and Phreesia preferred.

·         Bilingual (English/Spanish) preferred.

Physical Requirements:

·         Prolonged sitting at a computer workstation.

·         Frequent use of a telephone.

·         Ability to maintain focus while multitasking.

·         Extended periods of viewing a computer monitor and reading small print.

·         Ability to retrieve files from cabinets, requiring reaching, bending, or kneeling.

·         Capability to lift and carry light objects.

Disclaimer:
This job description is intended to describe the general nature and level of work being performed by individuals assigned to this position. It is not intended to be an exhaustive list of all duties, responsibilities, and skills required. Management reserves the right to modify, add, or remove duties and to assign other duties as necessary. This document does not constitute a contract of employment, and employment remains at-will unless otherwise specified. Employees with questions regarding their responsibilities are encouraged to consult their supervisor or Human Resources.