Patient Services Case Administrator

Title:  Patient Services Case Administrator

Duration: 3 months (Possibility of Extension) 

Location: San Diego, CA 



Skillset Matrix Manager Notes

Technology Requirements (I.E Programs, systems, etc): Exposure to Salesforce, Microsoft, and scanning preferred but not required.



What does a typical day look like? (daily tasks) Assisting the dept with outgoing and incoming mail, scanning, uploading documents to patient accounts. Processing of financial assistance applications. Case creation along with insurance verifications.



Preferred background/prior work experience? Medical is preferred but not required.

Priority soft skills Time management, communication, adaptability and problem solving





Summary of Duties and Responsibilities:

• Inbound/Outbound Calls: Assist with handling inbound and outbound phone calls to address patient inquiries and provide information about services.

• Task Completion: Complete assigned tasks efficiently and accurately, ensuring all duties are performed to high standards.

• Case Load Creation: Assist in creating and managing caseloads, ensuring accurate and timely processing of patient cases.

• Documentation: Ensure patient documentation is correct, complete, and up to date, maintaining high standards of accuracy.

• Insurance Verification: Verify and interpret insurance benefits and upload correct patient estimates to ensure accurate billing.

• Financial Assistance Processing: Obtain all required documents for processing applications and is familiar with associated policies.

• Administrative Support: Perform basic administrative tasks such as data entry, filing, and maintaining patient records.

• Cross-Functional Collaboration: Ensures effective communication and teamwork across different teams to achieve common goals and drive organizational success.

• Emotional Intelligence: Act in a professional manner and be self-aware of their tone and energy, ensuring interactions are respectful, empathetic, and conducive to a positive work environment.

• Disclaimer: This job description is not intended to be all-inclusive. The employee may be required to perform special projects and/or additional tasks as needed to meet the ongoing needs of the organization.