Front Office Patient Financial Services Representative Colorectal Surgery

Banner Health

4d • Onsite

About The Position

The Front Office Patient Financial Services Representative supports the Colorectal Surgery clinic at Banner University Medical Center–Phoenix. The role coordinates patient flow by answering phones, scheduling appointments and procedures, registering patients and insurance information, obtaining required signatures, and following established processes and standards. The representative verifies insurance coverage, validates referrals and authorizations, calculates and collects patient liability, and provides patients and families with financial guidance and information about payment resources. The position also supports accurate point-of-service payment and charge entry, reconciliation, and release of information in accordance with organizational and compliance policies.

The representative performs patient check-in and data entry, provides intake forms and relevant information, and generates population health summaries. Duties also include confirming appointments and visit preparation, communicating with patients and care teams, responding to medical-record requests, and assisting with other clinic-flow tasks such as escorting patients, taking vitals and patient histories, assisting with treatment, distributing mail and faxes, and ordering supplies. The role works independently under regular supervision in a fast-paced, high-volume environment and requires sound judgment to prioritize work and support timely, appropriate care and reimbursement.

This is a full-time, 40-hour-per-week day-shift position, Monday through Friday, 8:00 a.m. to 4:30 p.m. The clinic is closed on weekends and holidays. The posting describes a collaborative team environment with opportunities to learn and gain experience, as well as team and individual celebrations.

Requirements

• High school diploma, GED, or equivalent working knowledge.
• One or more years of work experience in patient financial services, financial or collection services, or the insurance industry; the posting also calls for payment-handling experience with insurance coverage.
• Ability to manage multiple tasks simultaneously with minimal supervision and 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.

Nice To Haves

• 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 insurance benefits and expected reimbursement; explain financial policies and available alternative payment arrangements.
• Enter payments and charges, complete daily payment and charge reconciliation, balance the cash drawer, and prepare bank deposits with required paperwork.
• Schedule office visits and procedures in medical and external practices in accordance with payor plan provisions; confirm appointments and ensure patients are prepared for visits.
• Communicate proactively with patients and other internal and external customers by phone, email, and in person to address concerns and optimize patient flow.
• Assist with requests for patient medical records in accordance with company policies, procedures, and applicable state and federal laws.
• Assist with patient-flow services, including escorting patients, taking vitals and patient histories, assisting with treatment, distributing mail and faxes, and ordering supplies.
• Prioritize work independently in a fast-paced, high-volume environment and retain changing payor information needed to support reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED