The Revenue & Patient Access Specialist serves as a virtual front desk agent and a key member of the Patient Support Team, acting as a primary point of contact for patients across the care journey. This role supports patient access, scheduling, insurance and billing inquiries, and revenue collection while delivering a high-quality, patient-centered experience. The specialist collaborates closely with Care Coordinators and cross-trains on core coordination workflows to ensure continuity of care and operational coverage.This position plays a critical role in ensuring timely access to care, accurate patient information, and effective revenue collection while maintaining compliance and service excellence.
Qualifications
Required
+High school diploma or equivalent
+2+ years of experience in a healthcare patient-facing role (patient access, scheduling, billing, or front desk)
+Experience handling insurance verification, billing inquiries, or patient payments
+Strong verbal and written communication skills
+Comfort working in multiple systems (EHR, scheduling, billing platforms)
+Ability to manage high-volume phone and administrative work in a virtual environment
Preferred
+Experience in telehealth, behavioral health, or specialty healthcare settings
+Familiarity with revenue cycle workflows and patient financial counseling
+Prior cross-training or experience supporting care coordination or clinical operations teams
+Bilingual proficiency (where applicable)
International applicants encouraged to apply
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Key Responsibilities
Patient Access & Scheduling
+Serve as a virtual front desk agent, answering incoming phone calls regarding scheduling and billing, voicemails, and patient inquiries in a professional and empathetic manner
+Schedule, reschedule, and cancel patient appointments across providers and servicesConfirm upcoming appointments via phone, text, or patient portal
+Manage waitlists and proactively fill canceled or open appointment slotsCoordinate multi-appointment care pathways as neededEnsure provider schedules and availability are accurately maintained in scheduling systems
Billing & Revenue Collection
+Collect patient copays, deductibles, and outstanding balances at or before the time of service
+Assist patients with understanding balances, invoices, and payment options
+Set up and document payment plans in accordance with organizational policies
+Process payments, refunds, and payment corrections as neededReview patient accounts for missing, incomplete, or incorrect billing information
+Escalate complex billing or revenue cycle issues to the appropriate internal teams
Insurance & Eligibility Support
+Verify insurance eligibility and benefits prior to appointments
+Update and maintain accurate insurance information in the EHR and billing systems
+Respond to insurance-related billing inquiries and explain coverage basics and patient financial responsibility
+Support prior authorization intake or documentation processes (non-clinical)
+Identify and flag coverage issues that may impact patient access or reimbursement
Patient Communication & Experience
+Respond to patient inquiries via phone, email, voicemail, and patient portal
+Educate patients on appointment preparation, next steps, and administrative requirements
+De-escalate patient concerns related to scheduling, billing, or access
+Provide clear, compassionate, and consistent communication aligned with organizational standards
+Document all patient interactions accurately and thoroughly in the EHR/CRM
Care Coordinator Support & Cross-Training
+Cross-train on all components of the Care Coordinator role to provide coverage during high-volume periods or absences
+Support Care Coordinators with administrative and non-clinical tasks as neededAssist in ensuring smooth handoffs between patient access, coordination, and clinical teams
+Participate in ongoing training to maintain proficiency across Patient Support Team workflows
Operational, Compliance & Quality Support
+Maintain HIPAA-compliant communication and documentation practices at all times
+Follow standardized workflows, scripts, and escalation protocols
+Support quality assurance initiatives, including call audits and documentation reviewsIdentify recurring patient issues, workflow inefficiencies, or system gaps and communicate insights to leadership
+Assist with reporting, audits, or special projects as assigned
+Contribute to a collaborative team environment focused on operational excellence and patient satisfaction