CCS Medical

Patient Account Specialist I

US-TX-Farmers Branch
Customer Service/Support
Position Status
Regular Full-Time
Position Schedule
8 am - 5 pm


POSITION SUMMARY: Ensures all new referrals are processed in a timely manner and helps manage the relationship between the Sales Team and the referral source. This includes auditing orders, obtaining any additional information and performing system entry prior to approving the shipment of orders to patients. Evaluates patients’ insurance coverage in order to determine its compatibility with our program and communicate this information to current and potential patients.
 Builds and maintains strong, professional relationships with prospective patients, health care professionals, manufacturing partners and outside sales force
 Performs new business prospecting, while continuing to maintain assigned business
 Processes referrals including making inbound and outbound calls to potential patients, physicians, and referral sources
 Obtains current authorizations from insurance companies, patients and physicians for items that require an authorization prior to shipment
 Accurately processes orders submitted by Sales Team in a timely manner
 Evaluates insurance coverage in order to determine the policy’s compatibility and collectable revenue with our program
 Ensures quality of documentation supporting orders meets the criteria required by internal and external organizations
 Informs Sales Team and referral sources on current company processes, services, and product offerings
 Audits order packets and performs system entry including recording all pending documentation requirements
 Identifies documentation needs that may be addressed after shipment is released and those that must be in place prior to shipping to ensure clean claims submission
 Educates patients on the proper usage of their supplies and the reason they have been ordered
 Verifies, reviews, documents and completes insurance verifications
 Informs appropriate staff members on each specific insurance plan regarding patient eligibility and benefits
 Recommends the appropriate products based on the patient’s needs and insurance coverage to referral sources
 Grows revenue by monitoring quality of orders and through cross selling
 Maintains a high degree of confidentiality at all times due to access to sensitive information
 Maintains regular, predictable, consistent attendance and is flexible to meet the needs of the department
 Follows all Medicare, Medicaid, HIPAA, and Private Insurance regulations and requirements
 Abides by all regulations, policies, procedures and standards


 Exercises appropriate cost control measures
 Maintains positive internal and external customer service relationships
 Maintains open lines of communication
 Plans and organizes work effectively and ensures its completion
 Meets all productivity requirements
 Demonstrates team behavior and promotes a team-oriented environment
 Actively participates in Continuous Quality Improvement
 Represents the organization professionally at all times


 High school diploma and two to three years medical insurance verification related experience or equivalent combination of education and experience
 One to two years customer service experience required preferably in a medical setting
 Bachelor’s degree preferred
 Proficient in Microsoft Outlook, Word, Excel, PowerPoint and computer literacy
 Strong communication and organizational skills are essential
 Demonstrated ability to accurately perform data entry and pay close attention to detail

                                                                                                                 Equal Opportunity Employer/Veterans/Disabled


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