Financial Advocate

The Financial Advocate is responsible for the efficiency, accuracy and professionalism of the front desk. Primary duties include providing exemplary customer service while scheduling appointments, answering multi-line phones and emails and directing patients and all inquiries appropriately.  The Financial Advocate works in a collaborative relationship with the front desk team as well as with other departments and employees.

Essential Responsibilities:

• Answering phone and directing calls or assisting patients as is appropriate, handling and managing the continuous flow of information between the lab, onsite physician and other staff while adhering to our standards of patient care and right to privacy
• Schedule and confirm patient appointments, check-ups and physician referrals.
• Answer telephones and direct calls to appropriate staff.
• Greet visitors, ascertain purpose of visit, and direct them to appropriate staff.
• Compile and record medical charts, reports, and correspondence.
• Interview patients to complete insurance and privacy forms
• Posting / collections of daily services.
• Performs other duties/special projects and tasks as assigned

Education: 

• High School Diploma or equivalent required; Bachelor's degree preferred
• Minimum of one year of experience in customer service-related field
• Minimum of one year of experience of administrative medical office experience strongly preferred
• Experience with Electronic Medical Record (EMR) system strongly preferred
• Requires weekend rotation and flexibility for occasional travel to alternate location(s)
• Bilingual (Spanish) preferred

What we offer you!

• Outstanding benefits including health, vision and dental packages, including HSA/FSA, Life and Disability Insurance
• We also have a no-cost medical, dental, and vision plan for employees. 
• 18 days of accrued PTO in addition to 10 paid holidays
• Fertility benefits
• 401(k) Retirement Plan
• Employee Assistance Program
• Continuing Education Reimbursement
• Wellness Program
• We provide a great, family work environment with internal growth opportunities