Patient Advocate Job Description: Top Duties and Qualifications

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.

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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

Patient Advocate Job Description Examples:


Patient Advocate

Position Summary

Medical Billing Assistant: You will be assisting our Senior Medical Billing Associate in the day to day duties in the Insurance Department

Insurance Verification's

Treatment Authorizations

Insurance & Patient Billing

Patient Advocacy ( Following patients treatment plans)

and Filling in for Front Desk Reception when required

All duties involved in the medical receptionist position, including but not limited to, answering the

telephone; helping patients with questions; scheduling appointments; and redirecting the phones as needed.

Position Accountabilities

Performs all medical receptionist duties for patients, including but not limited to:

  • Greets patients; assists new patients with completion of registration forms; explain any delays or interruption in the schedule to patients, [website] patient wait times

  • Answers all calls timely and with courtesy; document accurate and detailed messages; provide general information to patients

  • Schedules patient appointments

  • Makes all new patient charts

  • Enters new patient information into database

  • Files all information into charts as directed or assigned.

    Performs all medical receptionist duties for providers, including but not limited to:

  • Prints schedule for each provider at start of day or upon request

  • Assists providers with any business-related errand or chore

  • Provides clear messages to providers and staff using approved forms in legible handwriting.

    Performs all medical receptionist duties for financial purposes, including but not limited to:

  • Collects allcopays/deductible/co-insurance payments from patients

  • Gives receipts to patients for all monies collected

  • Batches credit card receipts and runs report from credit card machine daily

  • Logs monies collected on Daily log and give to appropriate person at days end

  • Obtains referrals for testing as needed

  • Schedules diagnostic and other testing as directed

    Performs all other medical receptionist duties including but not limited to:

  • Maintains cleanliness of front desk and waiting room area on a daily basis

  • Assist billing department with insurance verifications, scanning and filing into electronic database

    Assisting with patient education and patient compliance and retention.

    Assists with training new employees and cross-coverage training.

    Provides back up for other staff members as needed.

    Ability to float and perform Medical Receptionist duties in multiple practices.

    Performs other duties as assigned.

    Position Qualifications

    Minimum Education: High School Diploma or equivalent required

    Minimum Qualifications: 1 to 3 years experience working in a physician';s office preferred.

    Ability to greet and effectively relate to patients, physicians and staff. Ability to learn a variety of skills.

    Demonstrated computer and clerical skills.Good interpersonal skills and the ability to communicate clearly, orally and in writing. Presents oneself in a professional manner through appearance and conduct.

    Certification/Registration: None

    Physical Demands: Moderate physical effort (lift/carry up to 25 lbs.). Occasional prolonged, extensive, or considerablesitting/standing/walking.Occasionally lifts, positions, pushes and/or transfers patients.

    Occasionally liftssupplies/equipment.Manual dexterity and mobility. Occasional reaching, stooping, bending, kneeling, crouching.

    Please Email Cover Letter & Resume

    About Albany Chiropractic &Physical Therapy:

    We emphasize wellness and independence in our patients. Being a small office, each employee is important and has a great impact on the overall running of the office.

    Job Type: Full-time

    Salary: $13.50 to $17.50 /hour


  • relevant: 1 year (Preferred)


  • High school or equivalent (Preferred)

    Working Days:

  • Monday (Required)

  • Tuesday (Required)

  • Wednesday (Required)

  • Thursday (Required)

  • Friday (Required)

    Work Location:

  • One location


  • Health insurance


  • Monday to Friday

    Benefit Waiting period may Only full-time employees eligible

  • ×

    Patient Advocate

    Total Triage/ TeleMed

  • has recently merged to become the largest provider in the [website] of after hours medical support. We answer thousands of healthcare calls daily from patients of more than 4500 healthcare facilities. Our well trained staff of 400+ Registered Nurses and Patient Care Advocates strive to provide solutions that solve urgent patient, physician and care giver issues around the clock 24/7/365.

    We are hiring for our Johnson City, TN location. The Patient Care Advocates chosen will need to

    be experienced, bright and ready for a unique new challenge in the contact center space. All PCA’s

    will be required to work one of the following schedules:

  • 4 – 10 hour shifts; Friday, Saturday, Sunday, Monday, or

  • 4 – 10 hour shifts; Saturday, Sunday, Monday, Tuesday

  • 5 – 8 hour shifts; Friday, Saturday, Sunday, Monday, Tuesday

    Job Purpose: Liason between medical personnel and patients to ensure the health and safety of all


    Duties and Responsibilities:

  • Communicate effectively with all callers (patients, family members of patients and all Medical Personnel related to their health or health of their patients

  • Ensure customer satisfaction by communicating and assisting with issues/concerns with clients and direct them to the appropriate department for resolutions

  • Follow communication scripts while handling different types of medical related calls

  • Handle a large number of inbound calls effectively and efficiently

  • Enter patient information into a customer information system

  • Time management and organizational skills necessary to effectively manage multiple expectations in a fast-paced environment.

  • Always focused and prepared for incoming calls and comply with all call center objectives, performance standards, and policies.

  • Efficiently operate multiple computer programs at one time


  • Bi-lingual (Fluent Spanish/English); Not a requirement but a plus

  • High School Diploma or equivalent

  • Exceptional verbal and communication skills

  • Interpersonal and active listening skills

  • Outstanding and consistent PMA (positive mental attitude)

  • Proficiency with Microsoft word, excel and phone systems

  • Strong multi-tasking and time management skills

  • Ability to remain calm and courteous under pressure and navigate tense situations

  • Excellent problem solving, leadership and customer service skills

  • 1+ Years of previous contact center experience

  • Previous medical related experience a plus but not Flexible in work and training schedule

  • Ability to work both independently and part of a team

  • Ability to convey a positive and professional image to clients/callers via phone


    Excellent medical, dental, vision insurance, paid time off, holiday pay, life insurance, health care savings program and other. Promote from within. Entrepreneurial, upbeat culture. Growing organization in a unique niche of the healthcare/technology space. Check us out at!

    Job Type: Full-time

    Salary: $12.00 /hour


  • Medical Related: 1 year (Preferred)

  • Call Center: 1 year (Preferred)

  • Customer Service: 1 year (Preferred)


  • High school or equivalent (Required)


  • Spanish (Preferred)

    Work authorization:

  • United States (Required)

    Additional Compensation:

  • Bonuses

    Work Location:

  • One location


  • Health insurance

  • Dental insurance

  • Vision insurance

  • Paid time off


  • Weekends Holidays Day Night 8 hour 10 hour shift
  • ×

    Patient Advocate

    Premier Medical Resources, a staffing and logistics company that provides services to a group of healthcare clinics, located in NW Houston (Jersey Village), is hiring an Intake Patient Advocate coordinator with excellent attention to detail to join our growing team!

    The ideal applicant must have excellent written and verbal communication skills, 2 years of customer service and phone etiquette, some knowledge of medical terminology (preferred), advanced computer literacy in Microsoft Office, and the ability to multi-task in a fast-paced work environment.

    Essential Functions AND Duties:

  • Screens referrals as potential new patients for acceptance to be treated by the clinic

  • Schedule and/or reschedule patient appointments

  • Process all patient information into the EMR (eCW and Camino)

  • Communicates with team members on each referral’s progress

  • Communicates effectively with referral source in regards to patients' status and verifies information to ensure accuracy

  • Updates information as it changes in a timely manner

  • Follows up with patients

  • Performs other related job duties as assigned


  • Must have at least 2+ year experience in customer service

  • Must have 2+ years of Microsoft Office, including Outlook, Excel and Word

  • Must be self-motivated and able to work with minimal supervision and guidance

  • Must be professional in appearance and possess excellent customer service skills

  • Must be computer savvy

  • EMR experience preferred but not required


    Health, Dental, and Vision and paid PTO!

    Job Type: Full-time


  • Microsoft Office: 2 years (Required)

  • professional email/phone etiquette: 2 years (Required)


  • Spanish (Preferred)

    Work Location:

  • One location


  • Health Dental Vision Monday to Friday
  • 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 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:

    Frequently asked questions about Patient Advocates


    What is the difference between a Patient Advocate and a Geriatric Care Manager?

    The difference between a Patient Advocate and a  Geriatric Care Manager lies in their job focus areas and the types of people they help. For example, Patient Advocates can have a variety of patients ranging in age and health conditions. In contrast, Geriatric Care Managers typically specialize in patient care for elderly patients. Further, Patient Advocates focus on helping patients understand their insurance eligibility and available healthcare providers. 

    In contrast, Geriatric Care Managers help elderly patients and their families adjust to changing treatment needs. They organize proper living accommodations, help families understand how to take care of their elderly loved ones and develop care plans for patients.


    What are the daily duties of a Patient Advocate?

    On a typical day, a Patient Advocate starts by reviewing their appointment schedule. They contact patients or their loved ones to confirm appointment times and make adjustments to their schedule based on their patients’ needs. Throughout the day, they visit patients within clinical facilities or at their homes to discuss their current treatment plans and relative payments. During these meetings, Patient Advocates learn more about their patients’ economic status, current healthcare providers and current insurance providers. 

    During downtime in their office, Patient Advocates contact local doctors, research insurance companies with coverage options that align with their patient’s qualifications and help patients apply for insurance coverage.


    What qualities make a good Patient Advocate?

    A good Patient Advocate is someone passionate about helping others. They have excellent interpersonal communication, enabling them to adjust the way they communicate with patients, healthcare professionals and insurance companies. Further, a good Patient Advocate has previous experience working in healthcare as a nurse or a related role. A good Patient Advocate also stays up-to-date on local, state and national health insurance policies and payment options to best suit their patients.


    Who does a Patient Advocate report to?

    A Patient Advocate reports to different professionals depending on their place of employment. For example, Patient Advocates working for a hospital typically report to the Chief Nursing Officer (CNO) or the Director of Nursing. In contrast, a Patient Advocate working for a smaller facility may report to the Clinical Director or Facility Director. When Patient Advocates work for insurance companies, they usually report to a Patient Advocate Manager or Medical Eligibility Manager.

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