Ambulatory Services Representative

Job Title & Specialty Area: Ambulatory Services RepresentativeDepartment: Outpatient PsychiatryLocation: Children's Medical Center PlanoShift: Day shift; 40 hours per weekJob Type: On-SiteAdditional 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.SummaryConduct 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.ResponsibilitiesReceive appointment requestsIdentify existing Medical Record Number (MRN) or create new MRNObtain correct demographic information as related to insurance information, etc.Determine in/out of network, uninsured, under-insured, need for financial counselingOffer financial screening to patient / payerTriage / prioritize initial patient diagnosis referral using standard operating proceduresComplete and manage work queues in Epic*Review hospital services and Hospital Account Record (HAR) accuracyRegister donors and research participantsMonthly review of Daily Account Record (DAR) for Medicaid mismatches, research and obtain valid insurance authorization or refer to financial counselingObtain authorizations for admissions, liaise with access centerFacilitate diagnostic and ancillary schedulingReview existing pre-visit orders, link when necessaryCheck patients in / outMake follow up appointmentsPrepare and distribute new patient reminder lettersOrganize and prepare patient packets, schedules, etc. for upcoming day's activitiesApply (drop) charges in system to support clinic financial statisticsComplete daily provider utilization gridWarm call reminders regarding upcoming appointment(s)Collect co-pay amounts from patient guardiansOrder supplies for clinic or departmentLink and/or release patient orders (lab, therapy, etc.) in systemComplete and process consent formsProvide phone management support for ambulatory clinic or departmentUnderstand and perform to iCARE standards for customer serviceComplete referral authorization during call, if possible. If not, create referral shell for PCP to verify the insurance referralSchedule multidisciplinary visitsTemplate managementTrain other employeesCommittee involvementWork ExperienceHow You’ll Be Successful:At least 1 year customer service or outpatient-related scheduling experience requiredAt least 1 year job related experience preferredExperience in a behavioral health setting preferredEDUCATIONHigh school diploma or equivalent requiredTwo-year Associate's degree or equivalent experience preferredLICENSES AND CERTIFICATIONSCHAA Certification preferredJOB PROFILEHas established skills to perform a range of day-to-day activitiesUnderstands how own duties relate to others in the team and has an awareness of how the team integrates with othersManages own workload by applying an understanding of team priorities; may provide assistance to less experienced colleaguesRecognizes and solves typical problems that can occur in own work area without supervisory approval; evaluates and selects solutions from established optionsImpacts own team through the quality of the service or information provided; Follows standardized procedures and practices and receives regular but moderate supervision and guidanceUses foundational communication skills to exchange straightforward informationA Place Where You BelongWe 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 YouEmployee portion of medical plan premiums are covered after 3 years.4%-10% employee savings plan match based on tenurePaid Parental Leave (up to 12 weeks)Caregiver LeaveAdoption 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.