Sunrise Community Health is an Equal Opportunity Employer (Minorities/Females/Disabled/Veterans).  To read more about this, view the EEO is THE LAW poster.

We do not discriminate on the basis of race, color, religion, national origin, sex, age, disability, or any other status protected by
law or regulation. It is our intention that all qualified applicants be given equal opportunity and that selection decisions be based
on job-related factors

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Patient Specialist
Job Code:2018-20-001
Location:Loveland Community Health
FT/PT Status:Regular Full Time

Job Responsibilities:

Position Summary:

The Patient Specialist greets and registers patients for treatment in the clinic by preparing forms, verifying insurance benefits and explaining financial requirements to patients. Provides support with the daily activities of the medical office including filing, telephone coverage, appointment scheduling, registration, and patient referrals.  

Essential Job Duties & Responsibilities:

  • Greets patient and confirms prescheduled procedures.
  • Collects basic patient information, such as name and address or verifies information is already in the computer for the patient.
  • Coordinates patient flow with enrollment, handing out documentation needed.
  • Collects or verifies billing information for the patient.Reviews the patient’s insurance card to ensure it is valid, makes copies of the insurance card and the patient’s identification card.
  • Enters and updates billing information in the computer.
  • Collects patient co-pay, amount due and provides patient with a receipt.Reconciles daily cash reports and counsels patient on account balances.
  • Prints admissions form, release form and insurance forms.Instructs patient to read and sign each form and answer patient questions.Inspects forms to ensure each has a signature and makes copies of each form for the patient.
  • Electronically scans the signed forms and attaches them to the patient’s record in the computer and files original, signed forms.
  • Answers, screens phone calls, provides information and directs calls to appropriate parties or takes messages.
  • Schedules appointments and enters appointment date and time into computer.
  • Conducts reminder calls to patients.
  • Distributes patient surveys according to guidelines.
  • Supports team to meet patient needs.
  • Assists team to maintain proper clinic flow.
  • Monitors patient wait time. 

Education & Experience Requirement:

High School Diploma or general education degree (GED), Associate’s Degree Medical Office Specialist (AAS), or 1-3 years related on the job experience and/or training, or the equivalent combination of education and experience. 

Preferred Skills & Abilities:

  • Knowledge of administrative and clerical procedures and systems such as managing files and records and other office procedures.
  • Knowledge of the English language including the meaning and spelling of words, rules of composition and grammar.
  • Knowledge of principles and processes for providing excellent customer service.
  • Knowledge of medical terminology and medical billing procedures.

     Computer Skills:

  • Experience with Microsoft Office Products: Outlook, Word, Excel, and PowerPoint.Ability to sufficiently perform daily word processing tasks and work with data in spreadsheets.


  • Interpersonal Skills – Responds promptly to internal and external customer needs, maintains confidentiality.
  • Cooperation – Being pleasant with others on the job and displaying a good-natured, cooperative attitude.
  • Integrity – Requires being honest and ethical.
  • Communication – Communicates well both verbally and in writing.
  • Dependability – Follows instructions, responds to management direction, completes tasks on time or notifies appropriate person with an alternate plan.
  • Attention to detail – Being reliable, responsible, and dependable, and fulfilling obligations.
  • Initiative – Seeks increased responsibilities, volunteers readily.
  • Planning/Organizing – Prioritizes and plans work activities.
  • Quality – Demonstrates accuracy and thoroughness, monitors own work to ensure quality.
  • Adaptability/Flexibility – Being open to change (positive or negative) and to considerable variety in the workplace.

Working Conditions & Physical Demands:

This position works in a medical office setting and while performing the duties of this job, the employee is regularly required to sit; walk, reach with hands and arms, talk and hear. The employee is occasionally required to stand, stoop, kneel and use hands/fingers to handle or feel. Specific vision abilities include close, distance, color vision, peripheral vision, depth perception and the ability to adjust focus.


Current immunizations are required to work at Sunrise Community Health and may vary dependent upon the position. Influenza (Flu) and Tdap Vaccines are required for ALL staff.

Job Qualifications:

Other Job Information (if applicable):