About The Position

The Patient Access Rep greets patients and guests courteously in person and by telephone; schedules appointments and completes patient check-in, registration, or admission. The role obtains and verifies accurate patient identification, demographic, and financial information for the medical record while maintaining confidentiality. It includes collecting payments at the point of service, verifying insurance electronically, by telephone, or through web applications, and supporting multiple functions across patient and payer types. The representative contributes to patient satisfaction by providing professional service and adapting interactions to the needs of each patient population. The position also requires accurate completion of forms and documentation, explanation of insurance benefits and patient financial responsibility, and daily cash-drawer balancing and deposit preparation. The employee is expected to follow applicable laws, accreditation standards, and regulatory requirements, and to comply with the employer’s Compliance & Privacy Program and Standards of Conduct. This description summarizes the role and is not an exhaustive list of duties.

Requirements

  • High school diploma or equivalent.
  • At least 1 year of experience in a hospital, clinic, medical office, business services/revenue cycle, or another customer service-related environment; relevant experience may include front-line registration, financial counseling, banking, retail, or similar direct customer or patient interaction.
  • Computer skills and dexterity for data entry and information retrieval.
  • Effective verbal and written communication skills; ability to present information clearly and professionally.
  • Proficiency with Windows-style applications, role-specific software packages, and keyboard use.
  • Strong interpersonal skills.
  • Clerical skills and technical knowledge of healthcare insurance benefits, payer referral and authorization guidelines, and current federal, state, and local billing regulations.
  • Ability to present information and respond to patient and customer questions proficiently.
  • Ability to solve practical problems and handle high-stress situations professionally.
  • Good organizational, time-management, and conflict-resolution skills.
  • Sound decision-making and analytical skills, with strong attention to detail.
  • Ability to collaborate with other departments.
  • Sound judgment when handling or escalating difficult situations.

Nice To Haves

  • Associate’s degree.
  • Certification in Healthcare Access Manager (CHAM), Healthcare Access Associate (CHAA), Medical Assistant, or another medical specialty-based certification.

Responsibilities

  • Provide excellent customer service to patients, guests, and family members.
  • Create, activate, and complete patient scheduling, clinic registration, or hospital admission processes.
  • Ensure required forms are completed and paperwork and documents are gathered and accurate.
  • Gather and enter patient and guarantor demographic and financial information accurately and efficiently.
  • Explain insurance benefits and collect copayments, deductibles, and self-pay amounts due.
  • Analyze each case financially and inform patients of their financial responsibility.
  • Balance the cash drawer daily, prepare deposit slips, and follow end-of-shift cash drawer closing procedures.
  • Demonstrate respect and cooperation in staff relationships and willingness to prevent or resolve interpersonal conflicts.
  • Adapt interactions to the patient population, including respecting privacy, introducing oneself appropriately, explaining services or procedures, requesting permission, and adapting communication style.
  • Remain knowledgeable about and comply with applicable federal, state, and local laws, accreditation standards, and regulatory requirements.
  • Report known or suspected unethical or questionable conduct and concerns related to patient or employee safety, patient privacy, or compliance.
  • Perform other related duties as required.
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