Patient Engagement Agent

The Patient Engagement Agent assists with handling all first call resolution for practices assigned to the call center. Working under minimal supervision, this role is responsible for scheduling emergency and non-emergency protocols of the various departments served, as well as managing community calls for any inquiry to the health system. For procedures, this position may pre-register the patient, verifying insurance, and assist with making referrals.

Essential Job Function

• Answers all inbound and/or places outbound telephone calls as assigned and appropriately directs callers and ensures all calls are handled efficiently and in a timely manner.
• Consistently exhibits the highest level of service to all callers and fellow staff.
• Assists with identifying and initiating necessary referrals for specialist appointments, procedures and tests.
• Contacts patients by phone to remind them of upcoming appointments, relay instructions and/or to ask follow-up care questions as needed.
• Cancels and reschedules appointments as needed.
• Opens, sorts and distributes all types of mail and correspondence as is necessary and assigned.
• Organizes, expedites and follows-up on any paperwork related to patient care.
• Schedules various types of appointments for providers and communicates any necessary instructions to the patient.
• Takes requests for refills, labs and test results, if required.
• Assists with patient call backs as is appropriate.
• Performs other duties as assigned.

Education

• Required: High School Diploma or equivalent

Experience

• Required: 1 year

Licensure/Certification/Listing