Resource Planning Associate Representative

Place outbound calls to potential patients daily

Take inbound calls daily from members returning the original call

Entice the member to agree to a free benefit provided by their insurance and secure the scheduled visit

Communicate effectively with the department through email about providers schedule status, leads to call, and any daily assignments

Create a work relationship with assigned providers to communicate about schedules and perspective/ scheduled patients. Will be the primary point of contact for designated providers.

Develop a map to track location of potential patients and scheduled appointments. Schedulers must use maps and the list of leads to decide where their provider will travel

Access various insurance portals to verify members before outreach. Learn about each insurance portal and find eligible members

Update electronic medical records, specifically NextGen software. Every patient scheduled has an electronic medical record with scheduled appointments attached

Respond to emails throughout the day from providers, other schedulers, and upper management in a timely manner

Update scheduling software. Become familiar with the scheduling software that is used and effectively schedule appointments for appointed providers, update patient demographics, and notate calls made to members

Meet daily/ weekly/ monthly standards set for the department. Schedulers are monitored on a daily, weekly, and monthly basis to record progress. Call recordings are pulled sporadically to keep schedulers on target with compliance