About The Position

The Access Representative creates and updates Epic accounts from scheduled appointments and attempts to obtain patient demographic and insurance information during pre-registration. The role completes required documentation, prioritizes insurance coverage as primary, secondary, and tertiary, and completes applicable Medicare Secondary Payer (MSP) questionnaires. Accurate registration data affects the organization’s revenue and reimbursement time. The representative answers questions about appointments or transfers inquiries to the appropriate scheduling department, service area, or physician office. They code and prioritize daily worklists according to established standards, ensure coding matches documentation in LastWord, and secure applicable accounts within required timeframes while meeting department productivity and quality standards. The role also reports insurance-verification improvements, problems, and changes to department management and performs other duties as assigned in the Access Unit Department.

Requirements

  • High school diploma or GED required.
  • Analytical skills and ability to problem-solve.
  • Computer literacy.
  • Excellent communication and problem-solving skills.
  • Ability to deal with customers who may be adversarial.
  • Ability to work independently to resolve customer service issues.

Nice To Haves

  • 1–3 years of experience in registration, billing, customer service, or a managed care organization.

Responsibilities

  • Create Epic accounts from scheduled appointments and attempt to obtain demographic and insurance information according to pre-registration standards and guidelines.
  • Create, update, and secure accounts; complete required documentation and prioritize insurance coverage as primary, secondary, and tertiary.
  • Complete required Medicare Secondary Payer questionnaires for appropriate patients.
  • Answer questions about patient appointments or transfer inquiries to the appropriate scheduling department, service area, or physician office.
  • Code and prioritize daily worklists according to applicable worklist coding standards.
  • Ensure worklist coding is consistent with documentation in LastWord.
  • Secure applicable accounts within the timeframe defined by the Due Diligence Standard while meeting productivity and quality standards.
  • Maintain facility productivity standards and Patient Accounts Quality Guidelines.
  • Report insurance-verification improvements, problems, and changes to department management.
  • Perform other duties as assigned in the Access Unit Department.
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