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Patient Advocate Job Description: Top Duties and Qualifications

Edited by Indeed Employer Content Team
Last updated March 4, 2025

A Patient Advocate, or Healthcare Patient Advocate, is responsible for assisting patients with a variety of illnesses or injuries in applying for insurance and determining treatment needs. Their duties include looking over insurance claims and helping patients compile the right documents, communicating with health care professionals in the local area to determine the right place for patients to receive care and contacting insurance companies to discuss alternative options after denying a patient’s claim.

Patient Advocate duties and responsibilities

The duties and responsibilities of a Patient Advocate involve serving as a liaison between patients and health professionals. There are varied duties and responsibilities depending on the type of advocate and what the patient needs, including:

  • Clarifying options to patients on their choice for hospitals, doctors and treatments
  • Getting information for patients and asking specific questions
  • Carrying out patient requests
  • Writing down information and answers to questions for patients
  • Accompanying patients to tests, procedures and appointments
  • Keeping track of medications
  • Solving conflicts and crisis situations with health care professionals and family members
  • Making sure patients’ rights are met

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Patient Advocate Job Description Examples

Example 1

Elevate Patient Financial Solutions has an exciting career opportunity available as an Eligibility Representative (Patient Advocate).This position will be located on-site at a hospital inBridgeton, MO. The Full Time schedule for this role will be Monday - Friday 12:30am - 9pm.
Job Summary:
The Eligibility Representative is that member of the Operations Team who appropriately interacts/ interviews all referrals from the facility in a professional and business-like manner. Functions as the interface between Elevate PFS Clients and the State, Federal, County, Medical or Disability agencies to which we are applying. Conducts business in a manner that promotes the goals and objectives of Elevate PFS, while working with the client to a successful resolution of their applications.
JOB SCOPE
Eligibility Representatives will attempt to perform detailed in-house review, bedside and/or phone interviews to determine if patient is a viable candidate for State, Federal, County, Medical or Disability Assistance, and if so to assist the patient/guarantor with the application process for any Assistance type program. This assistance will include the necessary investigative, field, and administrative work needed to assist the patient in meeting eligibility requirements for Disability, Medicaid or other applicable County, Federal or State programs if appropriate.
Qualifications

  • Able to speak and write clearly, distinctly and correctly
  • Some college and up to one year related experience and/or comparable combination of education, related experience and/or training.
  • Some knowledge of the Medical Assistance application process preferable
  • Familiarity with word processing and database programs
  • Skill in speaking clearly and distinctly using appropriate vocabulary and grammar to obtain the information necessary to execute the business of ElevatePFS
  • Skill in reading documents written in Standard English text such as administrative policy & procedures manuals.
  • Ability to follow complex instructions and procedures, with a close attention to detail.
  • Ability to effectively learn and perform multiple tasks, and organize work in a systematic and efficient fashion.
  • Ability to communicate effectively in writing, with accurate typing /data entry at a minimum of 30 wpm.
  • Willingness to work as part of a team.
  • Ability to relate to people and make them feel comfortable.
  • Availability of personal transportation.
    Benefits:
    Elevate PFS believes in making a positive impact not only within our industry but also with our employees the organization s greatest asset! We take pride in offering comprehensive benefits in a vast array of plans that contribute to the present and future well-being of our employees and their families.

  • Medical, Dental & Vision Insurance
  • 401K (100% match for the first 3% & 50% match for the next 2%)
  • 15 days of PTO
  • 7 paid Holidays
  • 2 Floating holidays
  • 1 Elevate Day (floating holiday)
  • Pet Insurance
  • Employee referral bonus program
  • Teamwork: We believe in teamwork and having fun together
  • Career Growth: Gain great experience to promote to higher roles
    The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to, internal equity, experience, education, location, specialty and training. This pay scale is not a promise of a particular wage.
    The job description does not constitute an employment agreement between the employer and Employee and is subject to change by the employer as the needs of the employer and requirements of the job change.
    Elevate PFS is an Equal Opportunity Employer

    Job Type: Full-time

    Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Referral program
  • Vision insurance
    Schedule:
  • 8 hour shift
  • Monday to Friday



    Application Question(s):
  • In order to create a safe working environment, many of our client hospitals require mandatory immunizations (COVID, Flu, etc) and drug testing. This requirement is due to Elevate employees working within their facilities. Would you be willing to adhere to these requirements?
  • What is your desired rate of pay?

    Experience:
  • Customer service: 2 years (Required)
  • Healthcare: 1 year (Preferred)
  • Case management: 1 year Location: In person

    • Example 2

    Part Time, Entry Level - GREAT way to get hands on experience! Plenty of opportunities for growth within!

    Location: Onsite at a Medical Facility in Lehigh Acres, FL
    Hours:Sat and Sun 2:30 pm-11 pm

    Starting pay of $18.00 to 20.00 per hour!

    MUST BE Bilingual IN English AND Spanish

    Due to the nature of this position and healthcare setting, up to date immunizations, including COVID, are required.

    Essential Duties and Responsibilities:

  • Review the hospital census or utilize established referral method to identify self-pay patients consistently throughout the day.
  • Screen those patients that are referred to Firstsource for State, County and/or Federal eligibility assistance programs.
  • Initiate the application process bedside when possible.
  • Identifies specific patient needs and assist them with an enrollment application to the appropriate agency for assistance.
  • Records all patient information on the designated in-house screening sheet.
  • Document the results of the screening in the onsite tracking tool and hospital computer system.
  • Reviews system for available information for each outpatient account identified as self-pay.
  • Document out-patient/ER accounts when accepted in the hospital system and on-site tracking tool.

    Educational/Vocational/Previous Experience Recommendations:*

  • High School Diploma or equivalent required.
  • 1 3 years experience of medical coding, medical billing, eligibility (hospital or government) or other pertinent medical experience is preferred.
  • Previous customer service experience preferred.
  • Must have basic computer skills.

    We are an Equal Opportunity Employer. All qualified applicants are considered for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by federal, state or local law.

    Job Type: Part-time

    Pay: $18.00 - $20.00 per hour

    Benefits:
  • 401(k)
  • Paid time off



    Experience:
  • Customer service: 1 year (Preferred)
  • healthcare industry: 1 year (Preferred)

    Language:
  • English and Spanish Location: In person

    • Example 3

    We re changing the path of healthcare. Come join us!

    Legrande Health is a fast-growing, next-generation technology platform that is innovating connected care and access for patients. Our platform streamlines a far too difficult process while benefiting patients, doctors, and pharmacies.

    Ideal Candidate:

    We are seeking passionate employees who can deliver exceptional service and support to customers over phone, email, chat and text.

  • Full-time (40 hrs/week)
  • Excels in a professional, fast-paced and rewarding environment
  • Ability to provide concierge-level service to doctors, pharmacies, patients and manufacturers
  • A problem solver with attention to detail, service, integrity, and accountability
  • Strong ability to follow established workflows and processes
  • Cares deeply about patients and their health
  • Generate reports and any data requests, as necessary
  • Make decisions utilizing established pharmacy/clinical guidelines

    Qualifications:

  • High school diploma or GED equivalent
  • Ability to work 9:30 AM - 6:00 PM Monday - Friday shift at our Rexburg corporate office
  • Customer service experience
  • Minimum of 18 years of age
  • Dependable and punctual
  • Full-time employee (40 hrs/week)

    What can Legrande Health do for you?

  • Healthcare industry experience and training
  • A professional, team-oriented office environment with weekends off
  • Work schedule adjustment flexibility with advanced notice and approval
  • Growth potential with an innovative and fast-growth health and technology company
  • A collaborative and dynamic culture that values creative solutions and input
  • Starting pay of $15.00 per hour, with merit increases and advancement opportunities
  • Health insurance
  • Paid time off
  • Holiday pay

    Your Roles and Responsibilities:

  • Contribute to a team-based environment and positive, collaborative culture
  • Build rapport and establish trust with everyone you interact with
  • Be dependable, be on time, be responsible, be accountable; own it!
  • Your success is our success- do your best!
  • You are responsible for your ongoing development; your manager is responsible to support your ongoing development
  • Use your voice and communicate in a respectful, transparent, candid, and open manner
  • Serve patients by offering assistance with our services
  • Assist doctors in providing products and services to their patients
  • Assist manufacturers and providers of products and services
  • Be open to receive timely positive and constructive feedback to support your ongoing development and provide others with timely positive and constructive feedback to support their ongoing development
  • Use all the resources that you have available within our client services specialty hub to place yourself in the strongest position to succeed

    Job Types: Full-time

    Pay: Starting at $15.00 per hour

    Schedule:

  • 8-hour production shift
  • Day shift
  • Monday to Friday

    Job Type: Full-time

    Pay: From $15.00 per hour

    Benefits:
  • Health insurance
  • Paid time off
    Schedule:
  • 8 hour shift
  • Day shift
  • Monday to Location: One location

    • Example 4

    Recovia is seeking a full-timePatient Advocate / CARE Coordinator for our Mesa Baywood Clinic.

    We are a successful intensive outpatient treatment program that provides chronic pain, mental health, and substance use treatment all under one roof. We utilize a mind-body-social approach to treat the whole person. We have 8 locations across Arizona and virtual care.

    Hours:Monday - Friday, 7:30 AM - 4:30 PM (1-hour lunch) - Full-time
    6553 E Baywood Ave 209, Mesa, AZ 85206 - In-person (Cross streets: Power & Broadway)
    Pay range:$19.00 - $21.00/hour - (Based on experience and expectation combined). $21.00/hour is the highest/max starting pay we can offer
    Start date: ASAP

    Note: The hours and pay range for this role cannot be changed. This is NOT a work from home position.

    JOB Summary of Patient Advocate:

    A Patient Advocate is a vital link that coordinates communication between the patient, their loved ones/family members, medical professionals, insurance companies, and the Recovia provider and office staff. An advocate is a supportive resource that helps guide the patient through the Recovia program by navigating program barriers, answering questions, explaining financial and insurance information and identifying any care problems.

    Responsibilities:

  • Coordinating communication between the patient, their loved ones, medical professionals, insurance companies, and the Recovia staff
  • Going out into the clinic lobby at the top of the hour daily to interact with patients as they are waiting to be seen: help answer any questions, see how they are doing, provide outside / community resources as needed, helping patients navigate any barriers or challenges that may arise
  • Conduct bi-weekly check-ins with patients
  • Contacting patients before and after appointments to follow up on their experience and visits
  • Contacting patients who cancel or don't show up to appointments
  • Explaining financial and insurance information with patients
  • Be an advocate for patients

    Skills Needed for Patient Advocate:

  • Bachelors degree in relevant field (preferred) or equivalent experience (at least 1-2 years)
  • Healthcare / Medical / Case work / Social work experience required
  • Must have case management, patient navigation, patient advocacy, care coordination, or social work experience
  • Strong communication and listening skills to all audiences (ages 18 - elderly individuals) and not afraid to communicate in person, over the phone, and via email to patients
  • Strong problem solving and networking skills
  • Energetic / outgoing / bubbly personality and positive attitude
  • Leadership experience
  • Strong computer skills, especially Microsoft Office (Word, Excel, PowerPoint)

    Benefits FOR Patient Advocate:

  • Very Competitive Pay
  • Comprehensive Benefits including: Medical, Dental, Vision, Voluntary Life and Short-Term Disability Insurance
  • 401k Match
  • PTO, Paid Holidays
  • Dynamic Environment
  • Room for Personal and Professional Growth with a Growing Company
  • Employee Referral Program

    Learn more about Recovia at [website]

    Help us change lives to save lives by being a part of our dynamic team! We make a positive impact in patients' lives, but we couldn't do it without our patient advocates!

    Job Type: Full-time

    Pay: $19.00 - $21.00 per hour

    Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
    Schedule:
  • 8 hour shift
  • Monday to Friday



    Application Question(s):
  • What is your expected start date for a new full-time position?
  • This is a full-time in person position (Monday - Friday, 7:30 AM - 4:30 PM) - these hours cannot be changed for the position. Do these hours work for you?
  • The hourly pay range for this role is $19-21/hour ($21/hour max). Does this fit your expectation?
  • This job requires a lot of in-person communication and relationship building with patients, as well as over the phone / email check-ins with patients. Are you comfortable and experienced with in-person and over the phone communication with patients daily?
  • Does the commute to our Mesa Baywood Clinic work for you? Address: 6553 E Baywood Ave 209, Mesa, AZ 85206. Cross roads are Power and Broadway.

    Education:
  • High school or equivalent (Preferred)

    Experience:
  • Behavioral health: 2 years (Preferred)
  • Care plans: 2 years (Preferred)
  • Patient care: 2 years (Preferred)
  • Healthcare: 2 years (Preferred)
  • Social work: 2 years (Preferred)
  • Case management: 2 years (Preferred)
  • EMR systems: 2 years (Preferred)


    Work In person

    • Example 5

    THIS IS A DRUG AND SMOKE FREE WORK PLACE. A DRUG Screen AND Background CHECK Required PRIOR TO Hiring.

    Role and Responsibilities

    Collects revenue by maintaining patient accounting functions; collecting account balances; monitoring and pursuing delinquent accounts; Maintaining collection agency accounts and follow up; Clean claim scrubbing; EDI follow up for submitted claims.

    Provides customer service for all Patient Assistance Programs (CDF, Eylea Copay, Lucentis Copay, Yutiq Copay, etc.)

    Pull monies from CDF accounts and process payments by using the Credit Card machines

    Contact patients in order to confirm missing data from returned mail

    Responds to all walk in, phone call or email requests from patients in regards to their benefits

    Completes daily recon process for daily bank deposit

    Prepare, filter and send patient billing statements and collection letters for all account types

    Daily review of incoming mail (patient refunds, EFTs, EOB payments, online Credit Cards, scanning of documents, balance tape, etc.)

    Navigate through multiple web portals, EHR and numerous software programs

    Provides self-pay patients with estimates, discounts and payment plans

    Monitor and follow up on production and efficiency of claims (Patient Assistance claims)

    Maintains patient unapplied report and prepares refund requests as needed

    Manage all held and no statement accounts

    Complete collections review process for eligible accounts to be referred to the collection agency

    Prepares and submits placement files of accounts approved to be sent to the collection agency

    Maintain payment reporting and update notices of collection agency accounts

    Provide support to other departments, supervisors, managers and administration

    Maintains work operations by following policies and procedures; reporting compliance issues.

    Assist Medical Biller/Patient Accounts Representative and Authorization team with any questions

    Qualifications and Education Requirements/ Preferences

    High school diploma required

    2 years experience in a medical billing office required

    Bilingual preferred

    Preferred Skills

    Strong knowledge base of medical insurance terminology and meaning. Strong ability to navigate through multiple software applications and web portals. Detail oriented, well-organized individual with the ability to problem solve and learn new tasks quickly. Excellent written and verbal communication skills. Professionalism, respect and a positive demeanor with the ability to work well with others. Legal compliance, quality focus, productivity, time management, attention to detail, documentation skills, analyzing information, general math skills, resolving conflict, and handle litigation.

    Job Type: Full-time

    Pay: From $16.00 per hour

    Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Health savings account
  • Paid time off
  • Vision insurance
    Schedule:
  • 8 hour shift
  • Day shift
  • Monday to Friday



    Experience:
  • Customer service: 2 years Location: Multiple locations

    • Example 6

    Description:
    Responsible for building working relationships, solving problems and supporting patients while they learn the coverage options on both a federal and state level. An On-Site Patient Advocate exhibits superior customer service skills and provides prompt courteous service to patients. They work as part of a team in a Hospital environment and also on an independent level. The On-Site Patient Advocate must ensure that methodologies, policies and procedures are deployed to guarantee the highest quality standards with “patient first ideology” as a goal.

    Responsibilites:
  • Handles a high volume of face-to-face interactions with patients
  • Communicate clearly, timely, and positively with patients
  • Good communication skills and interpersonal skills
  • Ability to learn quickly and navigate effectively through multiple systems
  • Professional attitude, and able to maintain composure in urgent or confrontational situations
  • Effective critical thinking, problem solving and decision-making skills
  • Display strong organization/time management skills
  • Work independently and must be multi-task oriented
  • Team player attitude
  • Collects and reviews patient information to determine patient’s eligibility
  • Prepares documents and reviews them for accuracy and completeness
  • Maintains and/or creates files or record keeping systems. Sorts, labels files and retrieves documents or other materials
  • Completes various insurance application after determining patient’s eligibility
  • Provides account follow up on a routine basis
  • Ensures adequate documentation is maintained
  • Develops and retains professional relationship with hospital staff
  • Maintains confidentiality at all times (i.e. PHI and HIPAA)
  • Any other duties as assigned by management
  • Exemplifies the Mission/Vision/Core Values of The WellFund in all personal and professional behavior and is a role model to all associates
  • Collaborates with manager to identify own learning needs and set goals using available resources to meet these needs/goals
  • Maintains working knowledge of departmental/hospital policies and procedures through participation and by reading updates and other provided communication
  • Works in collaboration with other departmental associates, as well as other hospital associates supporting their efforts through teamwork and the acceptance of additional assignments

    Requirements:
  • Computer proficiency skills are required
  • Ability to learn multiple databases
  • Ability to multi-task (speaking on the phone and typing)
  • Excellent verbal and written communication skills
  • Ability to work in fast-paced, changing environment
  • High school diploma or equivalency
  • One year of experience as a Patient Advocate or an equivalency of training and experience combined
  • Considerable knowledge of Medicaid programs
  • Considerable knowledge of the Federal Marketplace
  • General knowledge of all agency and provider programs and services which could affect the client/applicant
  • Good mathematical reasoning and computational skills
  • Ability to read, analyze, and interpret rules, regulations and procedures
  • Ability to communicate with clients/applicants, the public at large, and public officials to obtain data, and to explain and interpret rules, regulations and procedures
  • Ability to work with others on your team to complete a task
  • Ability to perform job functions within structured time frames
  • Must have the ability to perform repeated tasks with a high level of accuracy
  • Must have working knowledge of HIPAA and Red Rule regulations

    Job Type: Full-time

    Pay: $17.00 - $22.00 per hour

    Expected hours: 40 per week

    Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Flexible schedule
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance
    Schedule:
  • Monday to Friday
  • Weekends as needed
    Work setting:
  • Clinic
  • Hospital
  • In-person
  • Office



    Ability to Relocate:
  • Noblesville, IN 46060: Relocate before starting work Location: In person

    • Example 7

    The Bundl Fertility Patient Advocate will be responsible for providing hands-on guidance and direction to self-pay patients throughout the Bundl network. This guidance is aimed at assisting customers help take back control of the financial stress fertility treatment can cause. By advocating for customers, the navigator will be responsible for identifying the correct multi-cycle package pricing to best assist the patient. This is a remote position.
    Essential Responsibilities:

  • Telephone calls to/from patients to gain understanding of patient needs
  • Reviewing clinical data to determine physician's protocol.
  • Document appropriate follow up notes on accounts
  • Generate patient contracts
  • Assist patients with patient account questions Become an expert of the Bundl multi-cycle contracts to best assist in answering patient questions
  • Other duties as assigned

    Knowledge AND Skills:
    To perform this job successfully, an individual must be able to perform each essential responsibility satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required.
    Education and/or Experience:

  • High School Diploma or equivalent; college preferred
  • 1-3 years' work experience in similar or related position or other office environment
  • Fertility experience preferred, but not required
  • Clinical background preferred, but not required
  • Strong phone skills and customer service experience
  • Bilingual Spanish or Chinese preferred, but not at all required

    The Prelude Network is part of Inception Fertility, a family of patient-centered, tech-enabled brands that together seek to redefine the fertility patient experience. At Inception, we touch every stage of the fertility life cycle from egg donations and preservation to fertilization, pharmaceuticals, and even financing making us well positioned to help patients build families regardless of what their unique journey looks like. Our diverse portfolio also enables us to offer exceptional opportunities for professional growth across several fertility-related specialties.
    Inception offers fantastic benefits to our team (Family members):

  • FREE employee only coverage option for the medical, dental and vision plans plus FREE basic life insurance, EAP and long-term disability insurance!
  • Adoption assistance and fertility benefits
  • Maternity and paternity/partner paid leave
  • 401k with generous match
  • 10 Company-paid holidays
  • PTO starting at 18 days/year
  • Family member recognition program
  • Continuing education/professional development reimbursement and time off
  • Family member referral program
  • HealthJoy benefit concierge service and Type: Full-time

    • Example 8

    The Bundl Fertility Patient Advocate will be responsible for providing hands-on guidance and direction to self-pay patients throughout the Bundl network. This guidance is aimed at assisting customers help take back control of the financial stress fertility treatment can cause. By advocating for customers, the navigator will be responsible for identifying the correct multi-cycle package pricing to best assist the patient. This is a remote position.
    Essential Responsibilities:

  • Telephone calls to/from patients to gain understanding of patient needs
  • Reviewing clinical data to determine physician's protocol.
  • Document appropriate follow up notes on accounts
  • Generate patient contracts
  • Assist patients with patient account questions Become an expert of the Bundl multi-cycle contracts to best assist in answering patient questions
  • Other duties as assigned

    Knowledge AND Skills:
    To perform this job successfully, an individual must be able to perform each essential responsibility satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required.
    Education and/or Experience:

  • High School Diploma or equivalent; college preferred
  • 1-3 years' work experience in similar or related position or other office environment
  • Fertility experience preferred, but not required
  • Clinical background preferred, but not required
  • Strong phone skills and customer service experience
  • Bilingual Spanish or Chinese preferred, but not at all required

    The Prelude Network is part of Inception Fertility, a family of patient-centered, tech-enabled brands that together seek to redefine the fertility patient experience. At Inception, we touch every stage of the fertility life cycle from egg donations and preservation to fertilization, pharmaceuticals, and even financing making us well positioned to help patients build families regardless of what their unique journey looks like. Our diverse portfolio also enables us to offer exceptional opportunities for professional growth across several fertility-related specialties.
    Inception offers fantastic benefits to our team (Family members):

  • FREE employee only coverage option for the medical, dental and vision plans plus FREE basic life insurance, EAP and long-term disability insurance!
  • Adoption assistance and fertility benefits
  • Maternity and paternity/partner paid leave
  • 401k with generous match
  • 10 Company-paid holidays
  • PTO starting at 18 days/year
  • Family member recognition program
  • Continuing education/professional development reimbursement and time off
  • Family member referral program
  • HealthJoy benefit concierge service and Type: Full-time

    • Example 9

    Job Summary:
    The Patient Advocate provides and facilitates communication of basic health information and performs clerical, clinical documentation, and other support services for low acuity patients in the Chronic Care Management (CCM) program.
    They serve as telephonic and clerical support for the Care Management patients and provides services such as appointment scheduling, referral processing, and prescription refills. They provide basic social services and application assistance for patients as needed and is responsible for ensuring billing and documentation is complete for Chronic Care Management patients.
    The Patient Advocate also assists in the development and implementation of patient campaigns for health risk assessments, annual wellness visits, and other prevention strategies as designated by the Nurse Manager of Clinical Services, the RN Care Manager as appropriate, as well as the Quality Improvement Manager.
    Essential Duties and Responsibilities:

  • Manages a panel of low acuity Chronic Care Management (CCM) Traditional Medicare and Medicare Advantage Plan patients in the Chronic Care Management (CCM) Program under the assignment and direction of the Lead RN Care Manager and/or the Nurse Manager of Clinical Services.
  • Works in close collaboration with the Nurse Manager of Clinical Services and/or RN Care Manager to create and modify care plans and associated patient goals and services.
  • Assists patients with appointment scheduling, referral processing, prescription filling, and performs other directions from the PCP and Nurse Manager of Clinical Services.
  • Facilitates reminder calls for appointments, labs, and outstanding quality improvement measures.
  • Provides basic health education and disease management sessions to support positive behavioral change among patients and their care givers.
  • Interacts with respect and in a professional manner with patients, staff and external customers.
  • Gathers and documents the appropriate information as it relates to Chronic Care Management (CCM) and Transitional Care Management (TCM) for eligible patients.
  • Completes telephonic campaigns for annual wellness visits, health risk assessments, and other prevention campaigns
  • Accurately documents updates of medication lists, addresses gaps in care and outstanding quality measures and brings additional medical concerns to the primary care provider as needed for patient encounters.
  • Provides regular reporting of activities and statistical status of the CCM patients in his/her care to the Nurse Manager of Clinical Services as directed.
  • Responsibilities include a rotating "on-call" schedule determined by the Nurse Manager of Clinical Services.
  • Participates in pertinent meetings, workshops, seminars, and related forums as directed.
  • Other duties as assigned and directed by the Nurse Manager of Clinical Services and/or the RN Care Manager and/or Administrator of Clinical Services.
  • Follows HIPAA and OSHA Standards and guidelines.
  • Maintains HR compliance and procedures.

    Requirements: Education and Experience Requirements:

  • High school diploma or a GED is required.
  • Minimum of 2 years medical clinic front office and/or medical assistant experience is required; or equivalent combination of education and experience.
  • Athena EHR experience preferred.

    Knowledge/Skills/Abilities:

  • Able to effectively utilize an electronic health record.
  • Knowledge of primary care practice, clinics, basic knowledge of legal and ethical standards for the delivery of primary care and medical terminology is required.
  • Basic knowledge of Medical Insurance is preferred.
  • Strong communication of Microsoft Office products is required.

    • Example 10

    Why choose MI Smiles Dental Group
  • Judgment-free staff
  • Extensive experience serving patients for 40 years in Hudsonville & surrounding areas
  • Same-day emergency visits!
  • General & pediatric dentistry to serve your whole family
  • Anxiety-free dentistry with laughing gas
  • Comfort menu to help you relax
  • Virtually any service you would need under one convenient roof
  • State-of-the-art facility with the latest cutting-edge dental technology
  • Multiple replacement options for missing teeth
  • We put our patients first!

    MI Smiles Dental Group is looking for an Engagement Center Patient Advocate to work closely with our administrative and clinical team to play a key role in our patient's care and futures. This position will require leadership skills, as well as expert communication skills. This position will be dealing with adults and children, as well as multi functional administration duties. Dental experience would be amazing!

    Our Engagement Center is more than just a call center, our Advocateswork closely with our marketing department and handle all of our technology communications with patients, including email, voicemail, med chat online and texting.

    Desired Skills and Qualifications:

    Great speaking skills, body language and word usage

    Ability to generate new ideas and work in a team setting

    Ability to listen and learn

    People person, social

    Persistence and thoroughness

    Excellent computer skills including Google, social media platforms and Microsoft Office suite

    Our People:We have readers, kayakers, golfers, skiers, video game heroes, skateboarders, ax throwers, sailboat captains, adventurers, explorers and intellectuals. We have families, single people and most importantly, we have HAPPY people. You will find friends here and we encourage you to bring your friends too!

    Our Hiring Process:

    1. You find of get sent this advertisement.

    2. You read the ad.

    3. It piques your interest.

    4. You tell us you are interested (apply, email, shout, call)

    5. Phone interview with the HR Director

    6. Meet the teams in person, in office interview

    7. Acceptance!

    8. You tell everyone how amazing your life has become.

    Advice: Don't ignore this opportunity. If nothing else, it will teach you the type of company you will want in the future. We are not just an 8a 5p "job", we are a family, we are community heroes, we are engaged, we support each other and our patients, we are everyday HEROS. We are very active in our communities. We volunteer and help people. We are ethical and WE ARE THE BEST TEAM IN TOWN!

    One more thing:Don't worry about updating your resume. Don't go press your pants or buy a suit! You will start out the process in the convenience of your own home and pants are optional when it comes to phone interviews!

    OK- Last thing:We are looking for team members that are smart and want to learn, we will teach you our lifestyle! If you are amazing and smart we have a new career waiting for you!

    Job Type: Full-time

    Pay: $13.00 - $16.00 per hour

    Benefits:
  • 401(k)
  • Dental insurance
  • Disability insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
    Schedule:
  • 8 hour shift
  • Monday to Friday

    Ability to commute/relocate:
  • Hudsonville, MI 49426: Reliably commute or planning to relocate before starting work (Required)

    Experience:
  • Customer service: 1 year Location: One location

    • Example 11

    HealthWorks is looking for a Patient Advocate / Scheduler who is a team player, dependable, outgoing with a positive attitude, customer friendly and passionate.

    Our front office staff is vital to the success of our clinic. We strive for outstanding customer service and expect the faces of HealthWorks to be welcoming and empathetic.

    Position Description:

    The Patient Advocate/Scheduler assumes responsibility for day-to-day operations of the front office. He/she is accountable for patient scheduling, receiving patients at the office, collecting payments, performing eligibility tasks by completing an intake form, handling patient inquiries and complaints, and managing telephone calls.

    Essential Functions:
  • Enforce the policies of HealthWorks
  • Follow the script provided when answering the phones and scheduling appointments.
  • Create and maintain an attractive and calming lobby presence for patients.
  • Assist in maintaining a timely flow of patients through the office
  • Work within the patient management system for walk-in and scheduled patients
  • Complete health screening questions and ensure safety protocols are followed
  • Review patient records for completeness, accuracy and compliance
  • Enter data, such as demographic characteristics and reason for visit into patient-management system
  • Collect patient co-payments or documentation for deferred payment
  • Release information to persons and agencies according to regulations
  • Answer telephones and direct calls to appropriate staff
  • Receive and route messages and documents, such as medication refill or other patient requests to appropriate staff.
  • Operate office equipment such as voice mail, messaging systems, fax machines, computers, copiers and scanners in order to perform daily tasks
  • Perform various clerical and administrative functions such as coordinating communications with other providers regarding patient records.
  • Work with providers to assure their scheduling needs are met
  • Keep current with changes in office policy
  • Keep current with changes in computer programs, billing and telephone systems
  • Work with other department staff to ensure effective communication and efficiency of operations at HealthWorks.

    JOB Requirements/Experience:

    Education: High school diploma or equivalent

    Knowledge, Skills, and Abilities:
  • Ability to operate a multi-line phone system
  • Ability to deal with difficult patients in a professional manner
  • Demonstrated customer service skills including phone etiquette
  • Knowledge of basic computer applications
  • Demonstrated oral and written communication skills
  • Able to apply common sense understanding to carry out written and oral instructions and deal with problems involving several variables in standardized situation.
  • Excellent math skills

    Experience: Six months prior customer service experience required; preference for experience that includes working in a medical clinic environment.
  • Covid-19 vaccination is a condition of employment. Proof of vaccination by a third party must be provided to HealthWorks by the date of hire. Per HealthWorks policy, requests for medical or religious belief exemptions may be submitted for consideration and approval.

    Job Type: Full-time

    Pay: From $15.00 per hour

    Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
    Schedule:
  • 8 hour shift
  • Monday to Friday

    COVID-19 considerations:
    To keep our Patient Advocates/Schedulers as safe as possible, we've installed clear plastic barriers and provide mask, gloves and hand sanitizer.

    Ability to commute/relocate:
  • Cheyenne, WY 82007: Reliably commute or planning to relocate before starting work Location: One location
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    What does a Patient Advocate do?

    Patient Advocates typically work for health care facilities like hospitals or rehabilitation facilities, but they also work for insurance companies, government agencies or non-profit organizations. They work closely with patients and healthcare professionals to ensure patients receive the right care and billing options. Their job is to visit patients at healthcare facilities or their homes to determine their needs and to help them learn more about insurance policies. They may also be responsible for ensuring patients pay their medical bills on time.

    Patient Advocate skills and qualifications

    A successful Patient Advocate will have these skills: 

    • Listening skills to understand what the patients’ needs are and whether they have any problems or concerns
    • Problem-solving skills to solve possible patient problems with health care professionals and insurance companies
    • Decision-making skills so they can make choices on behalf of the patient
    • Communication skills to work with patients, family members and health care professionals for a variety of situations
    • Compassionate attitude in order to give emotional support and help the patients’ quality of life

    Patient Advocate salary expectations

    A Patient Advocate makes an average of $15.50 per hour. Pay rate may depend on level of experience, education and the geographical location.

    Patient Advocate salary expectations

    2025-10-018.6521.8240.85HOURLY
    • Common salary: 21.82 HOURLY
    • Typical salaries range from 8.65 - 40.85 HOURLY
    • Find more information on Indeed Salaries

    *Indeed data – 2025-10-01

    Patient Advocate education and training requirements

    Usually, a Patient Advocate has an associate or bachelor’s degree in social services, psychology, nursing, communications or similar field. Health care administration or management are two other specialized fields of study. Often, Patient Advocates decide to specialize and receive a master’s degree. There are also certification programs in health advocacy to gain a deep understanding of the options in hospital, nursing and home settings.

    Patient Advocate experience requirements

    Many Patient Advocates are Registered Nurses or have worked in the health care industry in a different capacity. Some start in clinical positions or work as Social Workers before becoming an independent Patient Advocate. If they don’t have previous experience in health care, Patient Advocates can complete internships with nonprofits or medical facilities to learn more about the healthcare system.

    Job description samples for similar positions

    If this Patient Advocate job description template isn’t what you’re looking for, see our job descriptions for related positions:

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    Three individuals are sitting at a table with a laptop, a disposable coffee cup, notebooks, and a phone visible. Two are facing each other, while the third’s back is to the camera. The setting appears to be a bright room with large windows.

    Hire your next Patient Advocate today.

    Build a job description

    Frequently asked questions about Patient Advocates

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    Need help writing a job description for a specific role? Use these job description examples to create your next great job posting. Or if you’re ready to hire, post your job on Indeed.

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