Business Office Specialist

Burnsville, Minnesota
Jul 21, 2017
Aug 20, 2017
Employment Status
Full Time

The role of the Business Office Specialist is to coordinate activities within the Business Office in the areas of Admissions, Scheduling, Insurance Verifications/Pre-Certifications, and Medical Records.


  • High School Diploma, Associates Degree preferred
  • Experience in a surgical facility preferred.
  • Ability to interface with insurance carriers, with a strong understanding of patient benefits.
  • Strong written and verbal communication skills required, able to speak effectively to internal and external customers required.
  • Strong working knowledge of Microsoft Outlook, Word and Excel

Admission Responsibilities

  1. Admits patients to the Facility following the established policies and procedures.
  2. Collect patient out of pocket responsibilities at the time of check in, acknowledge collection on the SC1000 Scheduling Report, and sign off on daily receipts.
  3. Assembles patient medical record forms and prepares patient identification.
  4. Provides pertinent information to the patient's family in the waiting area according to policies and procedures.
  5. Answers telephone and intercom courteously and in a quiet, pleasant voice.
  6. Maintains and protects each patient's right to confidentiality.
  7. Identifies emergencies and initiates appropriate response.

Scheduling Responsibilities

  1. Considers priorities and special needs when scheduling surgical procedures.
  2. Maintains schedule according to policies on nursing and anesthesia staff availability, patient needs and physician's block time.
  3. Coordinates schedule in a manner to minimize conflict, and adjusts schedule as appropriate.

Insurance Verifications/Pre-Certification Responsibilities

  1. Act as liaison between patient, physician office, and insurance company to assist patients with regards to financial responsibility.
  2. Notify all scheduled patients of their financial responsibility prior to their date of service.
  3. Verify patient insurance eligibility and benefits using technology tools, the telephone and the internet to ensure compliance with the facilities policies and procedures.
  4. Coordinate with insurance providers and the physician office to obtain pre-authorizations. Document the authorizations in the system patient accounts.
  5. Obtain information for medical necessity determination and coordinate with the physician office if additional information is needed.
  6. Communicate with patients to obtain any missing information necessary to achieve financial clearance.
  7. Perform Benefit verifications on all new patients.
  8. Obtains and verifies patient demographic and financial information

Medical Records Responsibilities 

  1. Check each medical record for completeness, marking and attaching a deficiency slip as needed.
  2. Performs release of information functions as necessary, per facility policy, state and federal regulations, and HIPAA guidelines.
  3. Maintain a log of record requests received, processed, and mailed out.
  4. Assist Medical Staff with completion of medical records.

General Business Office Responsibilities 

  1. Cross train as required to assist with overflow responsibilities.
  2. Exhibit flexibility in work schedules and assigned tasks.
  3. Maintains minimal error rate.
  4. Participates in group meetings and/or various committees.
  5. Makes suggestions on workflow improvements.
  6. Notifies Business Office Manager of any issues.
  7. Maintains a positive attitude toward their position and responsibilities.
  8. Other duties and project work as requested.


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