Patient Access Rep Clinic
About The Position
The Patient Access Representative manages administrative duties for the patient intake process in a clinic while following established guidelines. The role interacts with patients in person and by phone to facilitate check-in and check-out, collect information and payments, verify insurance, schedule appointments, and process referrals and authorizations. Success in the position requires critical thinking, strong customer service, and knowledge of insurance, billing, and medical terminology to support a seamless patient intake experience. Responsibilities include registering patients and verifying demographic, insurance, and other information; scanning patient-access documents into the electronic medical record; recording non-clinical charges; collecting and reconciling payments; resolving registration issues and work-queue edits; and preparing for the next clinic day. The representative also verifies insurance eligibility, processes referrals and pre-authorizations, answers patient questions about billing and coverage, coordinates appointments and ancillary services, and arranges for special patient needs such as transportation and interpreters.
Requirements
- One year of customer service work experience.
Nice To Haves
- Two years of customer service work experience.
- Healthcare or call center experience.
Responsibilities
- Register patients and perform check-in and check-out, verifying demographic, insurance, and other required information.
- Follow registration procedures, identify deficiencies, resolve non-complex issues, and escalate other issues as appropriate.
- Conduct routine insurance eligibility verifications and ensure checks are completed where possible.
- Copy and scan patient-access documents into the correct locations in the electronic medical record.
- Record non-clinical charges, collect co-payments, co-insurance, and other fees, and post payments to patient accounts.
- Reconcile payments at the end of the day, balance and close cash drawers, complete outstanding tasks, and prepare for the next clinic day.
- Research and resolve registration and other front-end issues before patient visits, update missing or incorrect information, and resolve work-queue edits.
- Process referrals and pre-authorizations for diagnostic testing, therapy, surgeries, procedures, and specialty care before patients are seen.
- Explain health plan policies, billing information, insurance benefits, and cost estimates to patients; notify physicians and patients when referrals are denied or additional information is needed.
- Update patient medical records and scan documents into the correct locations.
- Coordinate with referring clinics, schedule appointments and ancillary services, and coordinate visits based on authorized referrals.
- Contact patients to confirm referral appointments or reschedule missed or cancelled appointments, document no-show reasons, and notify management when further action may be required.
- Arrange special or ancillary patient needs, including transportation and interpreters.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
