SUMMARY: Under the supervision of the Clinic Manager, the Patient Access Navigator supports patient-centered care by collecting important data, reviewing patients insurance status and providing first line customer service to ensure patients have appropriate access to medical, dental and behavioral health care. The Patient Access Navigator is also responsible for collecting and posting payments, scrubbing and completing billing batches on a daily basis, responding to billing inquiries from patients, and maintaining effective communication about billing-related matters with clinic staff, billing staff, and clinic management. ESSENTIAL DUTIES AND RESPONSIBILITIES: Maintains exemplary customer service skills with all patients, vendors, co-workers and all other clinic visitors. Provides support and is a vital member of SBNCs Patient Centered Medical Home care teams. Checks in patients, registers new patients in Electronic Practice Management system (EPM) and verifies that patients program-specific eligibility is correct, up-to-date, and entered into the system accurately. Collects and accurately inputs data into the EPM system related to patient demographics, insurance status, social determinants of health and other data as the need arises in support of patient care and population health management. Collects proof on income and verifies patient family size and income and ensures that sliding fee scale information is complete, correct, and entered accurately into EPM. Ensures all appropriate consent forms are completed, signed, and scanned into the Electronic Health Record system (EHR). Asks patients if they are seeing other medical providers and helps to complete a medical records release form with patient in order to better coordinate care. Places patient in appropriate queue so the medical assistants begin their tasks. Answers all incoming calls by the third ring. Reviews next days schedule, consults with management regarding vacant spots, and prepares new patient registration packets as needed. Schedules patients for follow-up appointments based on patient need, care team standards of practice and availability to ensure that patients have timely access to care. Reviews and completes NextGen alerts on a daily basis for each patient encounter. Checks route slips or electronic health record system for completion and accuracy of charges. Maintains balanced day sheets and receipts (cash, electronic check processing, and credit cards); reviews and submits clinic batches in a timely manner so that billing can be sent out on a regular basis. Interacts daily with medical and support staff to ensure proper education and updates are given to assist the billing department in clean claim submission. Reviews CHDP PM160 forms for completion and submission. Proactively proofs and corrects charges prior to submission for billing. Collects payments from patients and answers billing related questions. Processes insurance authorizations as needed. May assist in training other employees on billing-related duties. Keeps work area clean and orderly. Checks email upon arrival every morning and throughout the day to keep himself/herself informed of day to day functions and important communications with administration and clinic staff. May need to cover at other sites if needed. OTHER DUTIES AND RESPONSIBILITIES: Demonstrates understanding of and observe all SBNC policies, procedures, rules and regulations. Demonstrates successful work-related behaviors. Attends all required SBNC meetings and trainings. Interacts with patients, physicians, staff, vendors, and visitors in a positive manner that reflects the SBNC mission and philosophy.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
51-100 employees