Job Title: Patient Services Specialist 2
Location: Plano, TX 75024
Duration: 6 months (Temp to Perm)
Work Schedule:Monday–Thursday: 10:00 AM – 7:00 PM
Friday: 10:30 AM – 5:00 PM
Sunday (rotating): 1:00 PM – 5:00 PM, once approximately every 4 weeks. During Sunday rotation weeks, 4 hours are taken off elsewhere in the work week so total hours stay at 40.
Top Skills: Front desk exp in healthcare, multispecialty exp plus, epic exp plus, insurance verification exp. Bilingual (English/Spanish) required.
Attributes for this sales-oriented PSS 2 role:- Goal-driven and comfortable with metrics/quotas (call volume, conversion rates)
- Confident, persuasive phone presence — not just "helpful," but able to overcome objections and create urgency
- Resilient with rejection; doesn't get discouraged by failed contact attempts, no-shows or declines
- Strong active listener who can identify patient hesitations and address them directly
- Assertive follow-up habits (multiple touchpoints, doesn't let leads go cold)
- Genuine enthusiasm for helping patients that translates into a compelling, consultative pitch (not pushy)
- Organized and disciplined with CRM/lead tracking and follow-up scheduling
- Coachable — receptive to script/pitch refinement based on what converts
- Comfortable discussing procedures, costs, and next steps with confidence and authority
Job Summary:The Patient Services Specialist 2 – Bariatric Outreach provides administrative and patient relations support in a physician office, clinic, or other operational area, ensuring high quality, patient-centered care, with a strong emphasis on proactive outbound engagement to grow patient volume. In addition to standard PSS 2 duties, this role makes frequent outbound calls to marketing-generated leads, builds rapport with prospective patients, and drives conversion from inquiry to scheduled consultation. This position requires a sales-minded approach — confidently guiding leads through questions and concerns to "close" on booking their consultation. The specialist will develop in-depth knowledge of bariatric surgery procedures and serve as a key point of contact for patients from initial inquiry through their first visit.
Essential functions of the role:- Makes frequent outbound calls to marketing leads and prospective patients to educate them on bariatric surgery options and convert inquiries into scheduled consultations. Applies sales techniques — building rapport, overcoming objections, and creating urgency — to maximize consultation bookings.
- Serves as a key point of contact for patients between initial inquiry and their consultation, answering questions, providing procedure information, and maintaining engagement to reduce no-shows/drop-off.
- Assists patients and other visitors by performing patient related duties to include check-in or check-out, scheduling, insurance verification and answering and responding to phone inquiries.
- Arranges follow-up visits and referral appointments.
- Registers patients by collecting and verifying insurance information. Verifies patient demographics and enters changes into computer system.
- Accepts payments for physician/clinic services according to established guidelines. Posts payments and enters charges into computer utilizing appropriate codes. Generates daily payment reports and verifies cash drawer aProductst report. Provides accurate patient, medical, financial or procedural information to patients or approved outside entities. Discusses financial arrangements with patients, as requested.
- Responds to routine escalated inquiries concerning services, hours of operation, etc. Ensures any patient complaints are handled appropriately.
- Assists in training, mentoring and providing assistance to junior staff as requested.
Key Success Factors:- Sales-oriented mindset with proven or demonstrable ability to convert leads/inquiries into booked appointments; comfortable with outbound call volume and closing conversations.
- Strong listening, interpersonal and communication (oral and written) skills, and professional, pleasant and respectful telephone etiquette. Ability to adapt communication style to suit different audiences. Empathetic listener, sensitive, upbeat, optimistic, articulate, gracious and tactful.
- Ability to develop and maintain working knowledge of bariatric surgery procedures, requirements, and patient journey to speak credibly with prospective patients.
- Knowledge of patient registration procedures and documentation.
- Knowledge of medical insurance claims procedures and documentation.
- Skilled in the use of computers and related software applications (CRM/lead tracking experience a plus but not required).
- Skilled in preparing and maintaining patient records.
- Able to mentor and train staff.