Patient Services Team Leader - Monroe, NY

Opportunities with Crystal Run Healthcare, part of the Optum family of businesses . Advance your career in a dynamic health care setting. Our commitment to coordinated care and technology-driven practices not only elevate patient care but also provides our team with a supportive work environment. With a growing network of locations, we offer a platform for career advancement with an excellence culture. Join us in making an impact and discover the meaning behind Caring. Connecting. Growing together.

Crystal Run HealthCare, part of Optum, has an immediate opening for a friendly, patient focused and detailed oriented Patient Services Team Leader to join our team. The Patient Services Team Leader is responsible for the completion of set processes and protocols. Works cooperatively with all members of the care team to support the vision and mission of the organization, deliver excellent customer service and adhere to Lean processes. Supports the teams in meeting financial, clinical and service goals.

The Patient Services Team Leader greets and registers patients in a prompt, pleasant and helpful manner, as well as instructs, directs, and schedules patients and visitors. The Patient Services Team Leader r eceives payments from patients, issues receipts and posts payment data.

Schedule: Office is open seven days a week. This role would consist of a 37.5-hour work week, Monday through Friday, from 10:00 am to 6:00 pm.(may work until 8:00 pm to cover any call outs and occasional weekends for coverage purposes) The schedule will be determined by the supervisor upon hire.

Location: 855 State Route 17M, Monroe, NY 10950

Primary Responsibilities:

• Adheres to standards of professionalism set by the Practice
• Always maintains professional appearance by adhering to dress code and wearing identification badge
• Demonstrates and maintains professionalism in behavior and courtesy toward the patients and staff
• Respects confidentiality and is HIPAA compliant in all aspects of communication regarding patient, Practice and staff members
• Functions as a member of a team committed to quality patient care
• Takes initiative to keep informed of new/revised Policy and Procedures, Standards of Care and incorporates these into practice
• Attends and participates in mandatory quarterly staff meetings / huddles
• Completes Mandatory Education timely and consistently
• Attends and participates in training, review classes and projects as assigned
• Handles difficult situations and people with tact, professionalism and H.E.A.R.T.
• Accurately documents patient complaints and concerns, ensuring the patient feels heard and supported. Appropriately escalates issues to the designated personnel for timely resolution
• Demonstrates good judgment in escalating difficult situations and people to Management personnel
• Demonstrates professionalism in attendance & punctuality. Consider number of unauthorized or unscheduled absences, a pattern of before and after weekend absences, tardiness and early departures, and long meal periods in accordance with the policy
• Promotes a positive work attitude fostering teamwork and acceptance of management decisions
• Supports on-site training initiative for new Patient Services employees
• Assists co-workers whenever possible, to achieve office goals and patient satisfaction
• Works independently, takes initiative in completing assignments and does so without reminder
• Completes all miscellaneous work assigned by Director, Assistant Director, Manager, Supervisor, Team Leader or Physician accurately and in a timely manner
• Opens office as needed; turns on copiers, terminals and printers, and updates computer for current day's session
• Communicates with clinical staff to keep patient informed of appointment status
• Verifies insurance eligibility and coverage by phone, independent website, RTE or EPIC at time of service
• Verifies patient demographic and insurance information at time of visit. Assures all demographic and insurance information is accurate, complete and up to date in the patient's chart. Scans current insurance card and photo identification into system
• Provides, explains and reviews for accurate completion, all Registration forms, consent forms and obtains signatures as required
• Provides and explains the Authorization to Release Health Information to patient at their request and documents appropriately
• Discusses balances due, including past balance, co-payments, co-insurance and deductibles, referring to Patient Accounts as necessary; takes responsibility for collecting and posting payments from patients at time of service via check, money order or credit card in compliance with our policies and procedures
• Offers patient's My Chart activation in compliance with Meaningful Use guidelines
• Provides After visit Summary in compliance with ACO guidelines
• Follow end of day check process daily to total and balance collections
• Begins the check in process in EPIC. Act on notations and completes the check in process successfully
• Schedules/Cancels/Reschedules patient appointments as ordered by the physician adhering to scheduling policies and procedures
• Obtains HMO insurance referrals as required for maximum reimbursement of services rendered
• Notifies management or other departments appropriately using Clerical Templates for various issues/requests/reasons
• Maintains supply inventories and equipment necessary for the effective performance of the job; communicates supply needs to the office supervisor in a timely manner
• Maintains a neat, organized, orderly environment in the reception and waiting room areas, including physician business cards, brochures, signage, etc.
• Closes office as needed, ensuring all patients accounted for and discharged. May be required to set alarm
• Actively demonstrates good oral and written communication skills with both internal and external customers
• Demonstrates flexibility in schedule to meet patient and office needs
• Participates in a rotating schedule for holidays and weekends, if applicable. May be required to adjust shifts to meet the operational needs of the practice
• Cross-trained in all specialties to ensure continuity of service and coverage across the department. All staff are hired for the building, not a specific suite or specialty, and expected to adapt to evolving practice needs
• Maintains the kiosk representative station when assigned, assisting patients with check-in, navigation, and general inquiries to ensure a welcoming and supportive experience
• Works with a sense of urgency
• Performs other tasks as required for the effective and efficient functioning of the Practice when directed to do so by Supervisory and Managerial personnel
• Actively monitors and works assigned and unassigned work queues during downtime to support efficient operations and ensure timely patient service
• Responds to emails promptly and professionally, ensuring all inquiries and concerns are addressed in a timely manner. Utilize Reply All when needed
• Performs other duties as assigned

What are the reasons to consider working for UnitedHealth Group? Put it all together - competitive base pay, a full and comprehensive benefit program, performance rewards, and a management team who demonstrates their commitment to your success. Some of our offerings include:

• Paid Time Off which you start to accrue with your first pay period plus 8 Paid Holidays
• Medical Plan options along with participation in a Health Spending Account or a Health Saving account
• Dental, Vision, Life& AD&D Insurance along with Short-term disability and Long-Term Disability coverage
• 401(k) Savings Plan, Employee Stock Purchase Plan
• Education Reimbursement
• Employee Discounts
• Employee Assistance Program
• Employee Referral Bonus Program
• Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.)
• More information can be downloaded at:

Required Qualifications:

• High School Diploma/GED (or higher)
• 1+ years of experience working in a medical front office position performing duties such as scheduling appointments, checking patients in/out, insurance verification, collecting co-pays, and maintaining medical records
• Intermediate level of computer proficiency (including being able to work on multiple web sites using multiple web browsers with dual monitors at the same time)
• Ability to travel to other offices if needed for coverage

Preferred Qualifications:

• 1+ years of supervisory or managerial experience
• Experience working with an electronic health record
• Experience working with scheduling programs
• Knowledge and ability to learn and apply job functions, and minimal medical terminology knowledge

Soft Skills:

• Ability to work independently and as a team, and maintain good judgment and accountability
• Demonstrated ability to work well with health care providers
• Strong organizational and time management skills
• Ability to multi-task and prioritize tasks to meet all deadlines
• Ability to work well under pressure in a fast-paced environment
• Excellent verbal and written communication skills; ability to speak clearly and concisely . click apply for full job details