New Patient Scheduler (PAS Resource Specialist) - Portland - job 635967


Date: 02/23/2021

City: Portland, Oregon

Employment type: Full-time

Department Overview

This position is the initial point of contact for patients to OHSU. They are the face and voice of OHSU Ambulatory Clinics. The incumbent is motivated to create the ideal patient and family experience while actively endorsing the OHSU brand. This position support OHSU Ambulatory Clinic operations with overall new patient schedule coordination for patients and providers, serving as their primary point of contact for all scheduling needs through the Intake Center.

The position works with patients, families, providers, clinical and non-clinical staff to coordinator the patient's experience throughout the process of accessing healthcare at OHSU Ambulatory clinics. The position is also involved in recognizing and reporting access barriers to their immediate supervisor.

Ambulatory Access Services is a centralized patient referral and scheduling team located in an office building in downtown Portland.

Function/Duties of Position

This position is responsible for all aspects of new patient scheduling related to Medicine Specialties patients. The incumbent will coordinate new patient scheduling from the point of initial contact through the appointment creation. S/He will be responsible to collect required information including external medical records and insurance information. They will be responsible for ensuring that the patient is scheduled accurately and all external records regarding the patient's current disease are accurate, complete, and available in the provided guidelines.

This position serves as a member of the Ambulatory Access Services (AAS) department, which is responsible to support the systems and operations of ambulatory practices, professional service and hospital departments. The AAS Intake Center supports the new patient scheduling for various clinics as defined within the departments scope. Workflows supported by the Ambulatory Access Services department include: patient appointment scheduling, space and resource utilization, and processing of referrals. The department supports its customers in workflows that start when the patient initially calls to obtain services, through the time that the patient is seen in clinic.

This position will spend 95% of their time on phones and/or other types of communication including email. This position requires high level attention to detail while providing the highest level of service to our patients, clinical team, and colleagues.


  • Accurately verify patient information including demographic & insurance coverage. Make updates via Epic when necessary.

  • Accurately create new medical records for a new OHSU patient if they are currently not in Epic.

New Patient Scheduling

  • Receive incoming phone calls via the Automated Call Distributor (ACD).

  • Work the referral work queue to schedule patients. Assess the patient's needs based on diagnosis and previous treatments.

  • Schedule/hold patient appointments following protocol for assigned departments, documenting all necessary information.

  • Triage information to the appropriate clinical parties via Inbasket.

  • Monitor daily the Intake outlook inbox. Triage faxes to appropriate parties within the team.

  • Monitor daily the Epic Pool and personal Intake basket daily.

  • If needed, contact referring provider/practice to obtain necessary clinical and demographic information.

  • Communicate with other departments and referring provider practices to achieve optimal care coordination for medical or financially fragile patients.

  • Consistently answer telephones in a timely manner and within defined standards.

  • Monitor access issues with provider schedules that affect patient satisfaction and communicate issues to team leader.

  • Triage phone calls and transfer to appropriate practice using the defined ambulatory standards.

  • Proactively perform outbound call work. This includes calling patients to inform them of a referral in our system and to actively schedule those patients.

  • Obtain, verify and input all information accurately into appropriate system

  • Clearly and thoroughly document any and all actions taken on a referral based on department protocols in the EPIC Referral.

  • Verify correct department for referral based on Intake matrix.

  • Route referral to correct practice in the event of a misrouted referral.

  • Communicate with supervisor/manager if the established expectations cannot be met in the timeframes given.

  • Capture all outside medical records listed on the intake matrix and scan them into EPIC. Alternatively, create the link for CareEverywhere and notify provider where the records can be located.

  • Use the wait list work queue to ensure provider slots are full.

  • Create and send new patient packets for scheduled appointments.

Patient Satisfaction

  • This position is a key contributor to patient satisfaction initiatives with the OHSU Ambulatory clinics. This position has a direct effect on patient experience metrics re: access and appointment scheduling.

  • Resolve patient inquiries or escalate to higher levels for solution.

  • Escalate all complaints to manager or supervisor, utilizing established chain of command.

  • Demonstrate courteous and professional behavior when dealing with patients/staff at all times.

  • Manages a positive patient experience at all times.

Customer Service:

At all times must exemplify high quality customer service to both external customers as well as internal customers that meets or exceeds the service standards as set by OHSU. This duty includes prompt and professional communication efforts, high level conflict resolution, flexible coverage of internal service needs, continuous application of process improvement methods and skills, crisis management, & developing a standard complaint process for process improvement.

Other duties as assigned.

Required Qualifications

  • At least one year of experience in a customer service, hospitality, medical office or call center environment, including high-volume scheduling of appointments, and multi-line phone system.

  • The candidate must have a thorough knowledge of PAS policies andprocedures. Candidates will have demonstrated advanced PAS user skills as well as extensive knowledge of integrated care at OHSU.

  • Must be able to perform the essential functions of the posi.tion with or without accommodation.

Preferred Qualifications

  • High school diploma or GED.

  • OHSU experience preferred.

  • Prefer the candidate have a thorough knowledge of patient and referral processes in EPIC.

  • Prefer candidates have demonstrated advanced patient scheduling skills.

  • Experience with electronic scheduling, and electronic medical record systems preferred.

  • Excel skills and knowledge preferred.

All are welcome

Oregon Health & Science University values a diverse and culturally competent workforce. We are proud of our commitment to being an equal opportunity, affirmative action organization that does not discriminate against applicants on the basis of any protected class status, including disability status and protected veteran status. Individuals with diverse backgrounds and those who promote diversity and a culture of inclusion are encouraged to apply. To request reasonable accommodation contact the Affirmative Action and Equal Opportunity Department at 503-494-5148 or

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