About The Position

The Patient Access Advocate welcomes patients and visitors, answers and directs phone calls, enters information into the electronic health record, and performs general clerical and registration duties. The role requires a consistently pleasant, professional demeanor, strong customer service, and the ability to multitask in a healthcare setting. The advocate registers patients, updates demographics, verifies insurance, collects point-of-service payments, confirms registration information is accurate for billing, and completes visit-closure and follow-up activities. The role also provides wayfinding and information to patients and visitors, supports staff with clerical tasks, and helps maintain a clean, presentable front desk and waiting area. The position is non-exempt, with scheduling based on operational need.

Requirements

  • Minimum typing speed of 50 words per minute.
  • High school diploma or GED.
  • At least 6 months of work experience in a healthcare setting or 1 year of customer service experience.
  • Exceptional communication and customer service skills.
  • Flexibility, collaboration skills, and a patient/client-focused approach.
  • Technical capacity and computer literacy, including basic knowledge of Microsoft Word, Excel, and Outlook.
  • Ability to read and comprehend simple instructions, short correspondence, and memos; write simple correspondence; and present information effectively to patients and employees.
  • Basic math skills, including addition, subtraction, multiplication, and division.
  • Ability to follow detailed written or oral instructions and handle problems in standardized situations.
  • Ability to work independently and in a self-directed manner with people from diverse backgrounds.
  • Analytical and problem-solving skills; ability to manage conflict and seek supervisor assistance when needed.
  • Ability to perform multiple tasks simultaneously and prioritize competing demands effectively.
  • Solid work history.
  • Ability to perform the position’s physical activities, including standing, walking, using hands, reaching, sitting, talking, and listening; lifting up to 10 pounds may be required.

Nice To Haves

  • Basic understanding of insurance.
  • Basic understanding of medical terminology and billing codes, including DRG, ICD-10, CPT, and HCPCS.
  • At least 1 year of experience in a medical office setting.
  • Familiarity with health insurance and insurance verification.
  • Knowledge of general office equipment, including telephones, photocopiers, scanners, credit card machines, and fax machines.

Responsibilities

  • Greet patients in person and by phone in a friendly, courteous, and professional manner.
  • Check patients in and out and perform registration functions, including updating demographics and documenting information in an electronic system.
  • Verify insurance eligibility and benefits through an electronic system or by contacting the payer directly.
  • Collect copayments, coinsurance, deductibles, and other payments due at the time of service.
  • Complete visit-closure activities and any necessary follow-up activities for patient care.
  • Confirm patient accounts and paperwork contain accurate and complete information to support clean billing.
  • Provide customer-focused service and wayfinding to patients, families, and visitors.
  • Assist staff and patients with clerical duties, including copying, scanning, and faxing documents.
  • Create and maintain patient files.
  • Answer and screen phone calls, direct calls, and take or relay messages as needed.
  • Provide callers with information such as directions, addresses, fax numbers, and website details.
  • Keep the front desk, waiting room, children’s play area, and work environment clean and presentable; duties may include emptying trash, vacuuming, mopping, and cleaning counters.
  • Encourage a friendly and respectful work environment and help create a reassuring experience for patients and families.
  • Follow HIPAA requirements and company policies.
  • Attend staff meetings and huddles as required and focus daily on attaining productivity standards.
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