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Patient Visit Specialist-SF

Presbyterian Healthcare Services
life insurance
United States, New Mexico, Santa Fe
Jan 20, 2026

Location Address:

4801 Beckner Road , Santa Fe, New Mexico 87507, United States of America

Compensation Pay Range:

Minimum Offer $:

15.99

Maximum Offer for this position is up to $:

23.76

Now hiring a

Patient Visit Specialist-SF

Summary:

Performs visit closure activities to coordinate patient care while providing an exceptional patient experience for successful completion of next steps ordered by the clinician
Advanced scheduling for specialty or radiologic procedures
Recognizing payor requirements and obtaining prior authorization/certification/referrals for visits/procedures Processes daily referral workqueues for authorization, deferring only those that require payor consideration
Primary Care and most Specialty Care offices must process STAT and ASAP referral workqueues for results received
Return scheduling knowledge to include the ability to scrub schedules for accuracy and efficiency in home department Monitor in-baskets and reports for overdue results, waitlisted appointments, recalls, etc Responsibilities

Type of Opportunity:

Full time

Job Exempt:

No

Job is based :

Presbyterian Santa Fe Medical Center

Work Shift:

Days (United States of America)

Responsibilities:

Customer Service and Caring Practices:
* Achieve exceptional patient experience for patients and patient families by using CARES, AIDET and EPE tools.
* Addresses and attempts to appropriately resolve complaints in the moment by using key words at key times
* Ability to manage conflict and appropriately request the help of a supervisor when needed
* Fosters effective patient relations with patients, the public and providers by listening, responding and escalating whenappropriate
* Round with patients waiting to insure their comfort and to inform of delays when applicable
Encounter Components:
* Review and follows order entered into the EHR by the clinician
* Schedule return visits lab, radiology, STAT & ASAP appointments and advanced imaging* Obtain Prior Authorization/Referral per payor protocols
* Validates patient MyChart Access
* Prints AVS as applicable with double check for HIPAA privacy
* Collects any backend patient balance such as high deductible
* Communicates effectively to ordering clinician when any restriction, such as access, restricts or prohibits scheduling as ordered
Financial Accountabilities:
* Refers as appropriate to on site Financial Advocate, or for uninsured to the Financial Advocacy Center
* Validate prior authorization/certification/referral are secured PRIOR to a scheduled procedure or test, alerting stake holders(patient, patient representative, OR, etc) if a breakdown occurs
Message Management:
* Formulates complete and accurate telephone encounter messages and routes to the appropriate Epic in-basket pool to supportoperational aspects of patient care.
Medical Record Components:
* Instructs patients on the Release of Information process and insure a fully completed ROI Form is submitted to Health InformationManagement for incoming or outgoing records
Patient Relations
* Comprehend quality service connection to patient satisfaction and reimbursement
* Participate in metric goals for telephones performance metrics, TSF and abandonment rate when applicable
* Perform confirmation calls when applicable to include directions and instructions as required by the visit type
Patient Safety
* Respond quickly to patients showing distress. Follow guidelines set forth by the Clinic Manger to alert the clinical team. Assist inany manner the clinic team directs.
* Ensure check out area, waiting area and walkways are clear of any unnecessary items and are clean and neat.
* Report any concern that may create a safety issue.
* Annual competency completion of Clerical Staff during a Code Blue
Quality Improvement:
* Appointment reminder calls
* Rescheduling
* Evaluate provider schedules and take appropriate action to ensure accuracy and efficiency per guidelines* Works with assigned physicians to maximize schedule effectiveness
C.A.R.E.S Behaviors:
* Demonstrates CARES behaviors of Collaborate, be Accountable, Respect, Engage and Serve to all whom you encounter.Other Information
Academic Preparation:

Qualifications:

Academic Preparation:
*High school or equivalent
*Short-term training in Medical Terminology
*Familiarity with CPT and ICD-10 coding
Experience:
*Minimum 18 months experience in a clinical setting with significant MD interaction
*Proficiency in prior authorization/certification/referral process
*Must pass EPIC competency for Registration at completion of Epic Clerical Training class
Professional Requirements:
*Pass annual competency exam for all areas of responsibility.
*Attend Quarterly MSO meetings.
*Attend Staff meetings
*Attend Employee Forums
Abilities:
*Requires strong organizational and multi-tasking skill sets
*Significant customer service skill set paramount
*Must be able to function under pressure while maintaining professionalism
*Working knowledge of CPT and ICD-10 coding
*Pass annual competency exam for all areas of responsibility.
*Attend Quarterly MSO meetings.
*Attend Staff meetings
*Attend Employee Forums
UPDATED 11/15/23

All benefits-eligible Presbyterian employees receive a comprehensive benefits package that includes medical, dental, vision, short-term and long-term disability, group term life insurance and other optional voluntary benefits.

Wellness
Presbyterian's Employee Wellness rewards program is designed to provide you with engaging opportunities to enhance your health and activate your well-being. Earn gift cards and more by taking an active role in our personal well-being by participating in wellness activities like wellness challenges, webinar, preventive screening and more.

Why work at Presbyterian?
As an organization, we are committed to improving the health of our communities. From hosting growers' markets to partnering with local communities, Presbyterian is taking active steps to improve the health of New Mexicans.

About Presbyterian Healthcare Services
Presbyterian exists to improve the health of patients, members, and the communities we serve. We are locally owned, not-for-profit healthcare system of nine hospitals, a statewide health plan and a growing multi-specialty medical group. Founded in New Mexico in 1908, we are the state's largest private employer with nearly 14,000 employees - including more than 1600 providers and nearly 4,700 nurses.

Our health plan serves more than 580,000 members statewide and offers Medicare Advantage, Medicaid (Centennial Care) and Commercial health plans.

AA/EOE/VET/DISABLED. PHS is a drug-free and tobacco-free employer with smoke free campuses.

We're Determined to Support New Mexico's Well-Being | Presbyterian Healthcare Services
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