Patient Engagement Specialist - Avondale

Avondale, AZ


The Patient Engagement Specialist II (PES 2), is part of an integrated healthcare team that

partners with patients to connect them with needed services. This position serves as a first point

of contact for all entities that enter a facility and is responsible for a variety of activities related to

patient intake and care. This position performs essential functions in both in-person and virtual

clinic settings.

This is a non-exempt position that reports to the Clinic Manager.

Essential Functions

• Welcome, schedule, and check in patients while utilizing proper customer service

• Create, update and access confidential patient information while adhering to HIPAA


     o Verify patient demographic and insurance information

     o Perform routine data entry into various software systems

     o Answer or return calls

     o Add information to appropriate software resource

     o Schedule appointments within specified guidelines

     o Ensure patient forms, pre-visit screeners, consent packets, and patient forms are completed and uploaded into electronic medical record

     o Schedule interpreter, and/or transportation services for patient(s)

     o Collect co-payments, deductibles, or perform other financial responsibilities as assigned

     o Receive patient inquiries and respond within identified parameters

     o Complete all scanning within the same business day of document receipt

• Track and provide patient related data for reporting purposes

• Meet (or exceed) department metrics for outreach and scheduling activities, assisting in the preparation of reports for tracking purposes

• Demonstrate empathy and compassion in all patient interactions

• Other duties and responsibilities as assigned


Must be Bi-Lingual (Spanish) 

Education and Experience Requirements

• GED or HS Diploma (required); Medical Assistant or AA degree in health-related field


• 6 months’ professional experience in a similar role (customer service, medical front

office, etc.); Experience in health care is highly desired