About The Position

The Patient Access Representative greets patients and guests courteously in person and by telephone, schedules appointments, and completes patient check-in, registration, or admission. The role gathers and verifies patient identification, demographic, and financial information for accurate medical records and reimbursement while protecting patient confidentiality. Responsibilities include point-of-service collections, insurance verification, and explaining financial responsibility and insurance benefits. The representative supports patient satisfaction through professional service and is cross-trained to support multiple functions across patient and payer types. The position requires availability for weekday and weekend shifts, with some evening hours extending until 7 p.m.–9 p.m. The work is sedentary, primarily involving sitting with occasional standing or walking. The role may involve contact with patients who have known or suspected communicable diseases, including possible entry to isolation rooms, and occupational exposure risks related to hazardous medications or waste in the healthcare environment.

Requirements

  • High school diploma or equivalent.
  • At least 1 year of experience in a hospital, clinic, medical office, business services or revenue cycle, or another customer-service-related environment involving direct customer or patient interaction.
  • Computer skills and dexterity for data entry and information retrieval.
  • Effective verbal and written communication skills and the ability to present information clearly and professionally.
  • Proficiency with Windows-style applications, role-specific software, and keyboarding.
  • 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 proficiently to patient and customer questions.
  • 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 work collaboratively with other departments and use sound judgment when handling or escalating difficult situations.
  • Availability to pick up both weekend and weekday shifts, including some evening hours extending until 7 p.m.–9 p.m.

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, and 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.
  • Perform financial analysis of each case 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 help prevent or resolve interpersonal conflicts.
  • Adapt interactions to the patient population, respecting privacy, introducing oneself appropriately, explaining services or procedures, requesting permissions, and adjusting communication style.
  • Remain knowledgeable about applicable laws, accreditation standards, and regulatory requirements, and ensure compliance.
  • Report known or suspected unethical conduct and patient or employee safety, privacy, or other compliance concerns.
  • Perform other related duties as required.
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