CCS Medical

  • Patient Account Specialist

    Job Location US-TX-Farmers Branch
    Customer Service/Support
    Position Status
    Regular Full-Time
    Position Schedule
    9:00 - 6:00
  • Overview

    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 
    • Processes referrals including making inbound and outbound calls to potential patients, physicians, and  referral sources
    • Provides patient support to pump patients including coordinating training with pump manufacturer or doctor’s office
    • Maintains high level of communication with the sales team on device orders requiring further documentation
    • 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
    • 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


    • 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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