Job Title & Specialty Area: Ambulatory Services Representative
Department: Outpatient Psychiatry
Location: Children's Medical Center Plano
Shift: Day shift; 40 hours per week
Job Type: On-Site
Additional Information: This role will support the continued expansion of Behavioral Health services at Children’s Medical Center Plano, ensuring high‑quality, accessible mental health care across inpatient, outpatient, and specialty clinical settings.
The Ambulatory Services Representative will function as an integral member of a multidisciplinary care team, collaborating closely with psychiatrists, psychologists, primary care providers, care coordinators, social workers, and school or community partners to deliver comprehensive, family‑centered care.
Why Children's Health?
At Children's Health, our mission is to Make Life Better for Children, and we recognize that their health plays a crucial role in achieving this goal.
Through our cutting-edge treatments and affiliation with UT Southwestern, we strive to deliver an extraordinary patient and family experience, ensuring that every moment, big or small, contributes to their overall well-being.
Our dedication to promoting children's health extends beyond our organization and encompasses the broader community. Together, we can make a significant difference in the lives of children and contribute to a brighter and healthier future for all.
Summary:
Conduct the scheduling, registering and financial process initiation for out-patient appointments within the ambulatory clinics. This position is accountable for delivering excellent customer service, obtaining accurate information for the beginning process of the financial system, and accurately scheduling patients with the most appropriate service and provider. Results expected are patient and provider satisfaction, in addition to complete, accurate data for appropriate financial outcomes.
Responsibilities:
- Receive appointment requests
- Identify existing Medical Record Number (MRN) or create new MRN
- Obtain correct demographic information as related to insurance information, etc.
- Determine in/out of network, uninsured, under-insured, need for financial counseling
- Offer financial screening to patient / payer
- Triage / prioritize initial patient diagnosis referral using standard operating procedures
- Complete and manage work queues in Epic
- *Review hospital services and Hospital Account Record (HAR) accuracy
- Register donors and research participants
- Monthly review of Daily Account Record (DAR) for Medicaid mismatches, research and obtain valid insurance authorization or refer to financial counseling
- Obtain authorizations for admissions, liaise with access center
- Facilitate diagnostic and ancillary scheduling
- Review existing pre-visit orders, link when necessary
- Check patients in / out
- Make follow up appointments
- Prepare and distribute new patient reminder letters
- Organize and prepare patient packets, schedules, etc. for upcoming day's activities
- Apply (drop) charges in system to support clinic financial statistics
- Complete daily provider utilization grid
- Warm call reminders regarding upcoming appointment(s)
- Collect co-pay amounts from patient guardians
- Order supplies for clinic or department
- Link and/or release patient orders (lab, therapy, etc.) in system
- Complete and process consent forms
- Provide phone management support for ambulatory clinic or department
- Understand and perform to iCARE standards for customer service
- Complete referral authorization during call, if possible. If not, create referral shell for PCP to verify the insurance referral
- Schedule multidisciplinary visits
- Template management
- Train other employees
- Committee involvement
How You’ll Be Successful:
WORK EXPERIENCE
- At least 1 year customer service or outpatient-related scheduling experience required
- At least 1 year job related experience preferred
- Experience in a behavioral health setting preferred
EDUCATION
- High school diploma or equivalent required
- Two-year Associate's degree or equivalent experience preferred
- CHAA Certification preferred
- Has established skills to perform a range of day-to-day activities
- Understands how own duties relate to others in the team and has an awareness of how the team integrates with others
- Manages own workload by applying an understanding of team priorities; may provide assistance to less experienced colleagues
- Recognizes and solves typical problems that can occur in own work area without supervisory approval; evaluates and selects solutions from established options
- Impacts own team through the quality of the service or information provided; Follows standardized procedures and practices and receives regular but moderate supervision and guidance
- Uses foundational communication skills to exchange straightforward information
A Place Where You Belong
We put our people first. We welcome, value, and respect the beliefs, identities and experiences of our patients and colleagues. We are committed to delivering culturally effective care, creating meaningful partnerships in the communities we serve, and equipping and developing our team members to make Children’s Health a place where everyone can contribute.
Holistic Benefits – How We’ll Care for You:
- Employee portion of medical plan premiums are covered after 3 years.
- 4%-10% employee savings plan match based on tenure
- Paid Parental Leave (up to 12 weeks)
- Caregiver Leave
- Adoption and surrogacy reimbursement
As an equal opportunity employer, Children's Health does not discriminate against employees or applicants because of race, color, religion, sex, gender identity and expression, sexual orientation, age, national origin, veteran or military status, disability, or genetic information or any other Federal or State legally-protected status or class. This applies to all aspects of the employer-employee relationship including but not limited to recruitment, hiring, promotion, transfer pay, training, discipline, workforce adjustments, termination, employee benefits, and any other employment-related activity.