Job Description
As a Virtual Patient Specialist, you will serve as the first point of contact for patients utilizing our WelcomeWare Kiosk system. You will assist patients with check-in, payment processing, appointment scheduling, document collection, and real-time support while ensuring an exceptional patient experience across all supported clinic locations.
Job Duties of the Virtual Patient Specialist:
Patient Check-In & Support
• Serve as the first point of contact for patients utilizing the WelcomeWare Kiosk system.
• Monitor incoming patient assistance requests and Live Agent alerts in real time.
• Assist patients with appointment verification, check-in, and sign-in procedures.
• Provide prompt, professional, and empathetic assistance to patients throughout the check-in process.
• Coordinate with clinic staff regarding patient concerns, scheduling issues, and follow-up needs.
Payment Processing & Financial Responsibilities
• Review and verify patient balances, including copays, deductibles, coinsurance, and outstanding balances.
• Collect patient payments accurately and securely through approved payment systems.
• Ensure payment receipts are delivered to patients.
• Add appropriate account alerts regarding balances, payment preferences, and follow-up requirements.
• Escalate insurance and billing concerns when appropriate.
Scheduling & Appointment Management
• Schedule follow-up appointments according to clinic scheduling guidelines.
• Assist patients with appointment modifications and cancellations.
• Maintain waitlists when appointments are unavailable.
• Email appointment calendars and confirmations to patients as needed.
• Coordinate scheduling concerns with clinic front desk teams.
Document Collection & Medical Records Support
• Collect and verify required patient documents, including identification cards, insurance cards, and physician referrals.
• Review uploaded documents for clarity and completeness.
• Upload patient documentation into the appropriate electronic medical record.
• Ensure all required patient information is accurately documented and maintained.
Reporting & Administrative Functions
• Generate and upload daily operational reports, including Appointment Summary Reports and Wallet Reports.
• Complete daily Daypack responsibilities, including payment registers, transaction history reports, and sign-in documentation.
• Review and reconcile daily patient sign-in records.
• Prepare next-day reports and identify patients requiring follow-up assistance.
• Maintain accurate documentation of patient interactions and operational activities.
Compliance & Quality Assurance
• Maintain compliance with HIPAA regulations and company privacy policies.
• Protect confidential patient information at all times.
• Follow established payment processing and documentation procedures.
• Ensure accuracy and completeness of patient records and transactions.
• Communicate urgent patient needs or operational concerns to supervisors and clinic staff.
Additional Responsibilities
• Support Fair Lakes office operations during periods of lower patient volume.
• Assist with patient collections, plan of care activities, and other administrative projects as assigned.
• Adapt to evolving WelcomeWare processes and support additional clinic locations as the program expands.
Qualifications
Qualifications:
The Ideal Candidate Is:
Additional Information
Our Virtual Patient Specialists Enjoy the Following:
• Competitive compensation of $18 - $21 per hour , depending on experience
• Excellent benefits package , including 401(k)
• Health, dental, and vision benefits
• Paid time off plus major holidays
• Ongoing training and professional development
For questions regarding the position, please contact us at resumes@thejacksonclinics.com. Our Staffing Director will promptly reply to you.