Front Desk Patient Financial Services

Banner Health•Surprise, AZ

About The Position

At Banner Medical Group, this position supports patient care across primary and specialty care settings by coordinating patient flow and financial services. The role answers phones, schedules appointments, registers patients and insurance information, obtains required signatures, verifies insurance coverage, validates referrals and authorizations, collects patient liability, and provides financial guidance to support reimbursement. It also posts patient transactions and releases information in accordance with organizational and compliance policies. The position works independently under regular supervision in a fast-paced, high-volume environment, following structured routines and using independent judgment to prioritize work and ensure timely, appropriate patient care. It requires retaining and applying changing payor information and interacting with patients and families, physician office staff, third-party payors, care teams, management, centralized services, and HIMS. Work is performed according to established policies, procedures, regulatory and accreditation requirements, and applicable professional standards, with an emphasis on excellent customer service.

Requirements

  • High school diploma/GED or equivalent working knowledge.
  • At least one or more years of work experience involving knowledge of patient financial services, financial or collection services, or insurance industry processes.
  • Ability to manage multiple tasks simultaneously with minimal supervision and to work independently.
  • Strong interpersonal, oral, and written communication skills for interacting with a wide range of audiences.
  • Strong knowledge of common office software, including word processing, spreadsheet, and database software.
  • For employees working at Banner Behavioral Health Hospital, BTMC Behavioral, or BUMG, BUMCT, or BUMCS in a Behavioral Health clinical setting serving children: an Arizona Fingerprint Clearance Card is required at hire and must be maintained throughout employment, and an Arizona Criminal History Affidavit must be signed upon hire.

Nice To Haves

  • Work experience with the company's systems and processes.
  • Previous cash collections experience.
  • Additional related education and/or experience.

Responsibilities

  • Perform patient registration and check-in, including data entry, providing information and intake forms, obtaining signatures, and generating population health summaries.
  • Verify insurance eligibility and benefits for services, document verification, and assist with obtaining or validating pre-certifications, referrals, and authorizations.
  • Calculate and collect patient liability based on verified benefits and expected reimbursement; explain financial policies and available alternative payment arrangements.
  • Enter payments and charges, reconcile them accurately and promptly, balance the cash drawer at the beginning and end of the day, and prepare daily bank deposits and required paperwork for centralized billing.
  • Schedule office visits and procedures in the medical practice and external practices as needed, taking payor plan provisions into account; confirm next-day appointments as necessary and ensure patients are prepared for visits.
  • Address patient concerns by phone, email, and in person, and support patient flow through effective communication with internal and external customers, care teams, management, centralized services, and HIMS.
  • Respond to requests for patient medical records in accordance with company policies and procedures and state and federal laws.
  • Assist with patient flow and services, which may include escorting patients, taking vitals and patient history, assisting with treatment, distributing mail and fax information, and ordering supplies.
  • Follow established policies, procedures, regulatory and accreditation requirements, and professional standards while providing excellent customer service.
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