POSITION SUMMARY:
The Patient Engagement Specialist is a key member of the MCR Health team. Many times, they are the first
point of contact for patients and MCR, so their customer service skills must be exemplary to support MCRs
Customer Service Vision. This role along with the Pt Services Representative role are the foundation and first
step of the revenue cycle and patient safety. This role must also be able to demonstrate proficiency in all MCR
electronic health record (EHR) software systems, site schedules, and services offered.
JOB ESSENTIAL DUTIES:
Provides friendly, courteous and professional service at all times to all patients, visitors, co-workers, and
leaders (Deliver an Exceptional Experience to Everyone, Every Time)
Demonstrates proficiency in each electronic health record (EHR) software system that MCR utilizes
Demonstrates clear understanding of all MCR sites scheduling templates, appointment types, and
appointment override criteria
Schedules, reschedules, and cancels patient appointments when patients contact MCR
Consistently requests and uses 2 patient identifiers when interacting with patients and their medical
records
Demonstrates working knowledge of eligibility requirements and connects patients with appropriate MCR
resources when needed
Documents all patient calls accurately and routes any EHR case notes to the appropriate MCR staff and/or
departments as required
Demonstrates an excellent understanding of telephone usage and the operation of Pt Engagement Call
Center telephone system
Obtains, verifies, and/or updates demographics and insurance information in the EMR
Answers in-coming telephone calls within three (3) rings and accurately directs and/or assists the caller
Provides Warm Transfer when connecting patient with other MCR staff
Calls patients to schedule advanced and same day appointments and accurately enters new or follow-up
information into the EMR
Explains services and operating hours; and is knowledgeable about services offered by MCR Health
Accurately explains and assists patients to complete eligibility forms for reduced fees (aka slide scale)
based on the most current guidelines
Completes patient screening and verifies eligibility & authorizations for specific patient populations (e.g.,
OB patients for Presumptive Eligibility for Pregnant Women (PEPW))
Informs and guides patients to appropriate resources (e.g., Care Coordination, Financial Counseling, etc...)
Clearly articulates payment requirements with patient; Informs patients of deductibles, out-of- pocket
expenses, co-payments, prior balances, and percentage payables to facilitate cash collections for identified
services
Collects co-pays electronically from patients during scheduling and insurance verification
Communicates, collaborates, and coordinates with the Insurance, Billing, and Care Coordination
Departments along with Financial Counselors as needed to meet patient needs
Protects medical records and other health information from loss, destruction or unauthorized use or access
Maintains an open line of communication with leadership team on the status of MCR operations and key
performance indicators as it relates to areas of assigned responsibility
Obtains and maintains any identified certifications
Promotes the concept of Deliver an Exceptional Experience to Everyone, Every Time
Completes day-to-day tasks to assure smooth operation of MCR
Supports the mission and vision of MCR Health
Adheres to all MCR policies, procedures, and standards
Performs other duties as assigned
SKILLS, KNOWLEDGE & ABILITIES:
Outstanding and empathetic customer service skills
Customer service focus to impact the patient experience
Ability to connect with patients/others and help them feel at ease
Ability to effectively interact with customers, staff, and others even in stressful situations
Ability to maintain confidences and demonstrate discretion to protect patient information
Ability to perform well in a fast-paced environment
Must be flexible, resourceful, and able to troubleshoot
Must maintain a professional demeanor and appearance at all time
Excellent listening and interpersonal skills
Excellent oral and written communication
Ability to demonstrate critical thinking and attention to detail
Ability to receive and act upon feedback in a calm, professional manner
Ability to multi-task and prioritize tasks, projects, and demands
Ability to work collaboratively with others
Comfortable and adept with technology
