About The Position

The Patient Access Representative I is a first point of contact for patients and provides customer service by phone and in the clinic, helping create a welcoming and safe environment. The role collaborates with nursing teams and providers to support patient access and a positive patient experience. Responsibilities include registering patients, verifying demographics, preparing and routing documents, collecting required signatures and payments, and addressing registration errors or denied insurance claims. The representative also coordinates and schedules appointments, referrals, pre-authorizations, interpreter services, and patient check-in and check-out. Additional duties may include preparing charts, organizing provider documents, supporting patient financial assistance, managing account information, coordinating telemedicine appointments, making reminder calls, assisting with hospital admissions, and performing general office tasks.

Requirements

  • One year of work experience; preferably in a medical office setting.
  • Customer service skills are essential.
  • Six months of customer service experience is desired.
  • A high school diploma or equivalent is preferred.
  • Post-secondary education is helpful.
  • Medical terminology is helpful.
  • BLS may be required for certain locations and/or settings.

Nice To Haves

  • Post-secondary education.
  • Medical terminology knowledge.
  • Six months of customer service experience.
  • Medical office experience.

Responsibilities

  • Greet patients and verify demographic information.
  • Create, scan, and route documents or electronic forms; explain documents and capture required signatures.
  • Establish and assign financial responsibility, assist with payment arrangements, and follow applicable policies and procedures.
  • Collect co-payments, pre-payments, and payments on account balances.
  • Work registration queues to address errors or denied insurance claims, as needed.
  • Coordinate and schedule appointments with nursing teams and providers to meet patient needs and coordinate provider schedules.
  • Obtain and coordinate referrals and conduct pre-authorizations.
  • Arrange interpreter services.
  • Check patients in and out.
  • Operate a multi-line phone.
  • Resolve work queue issues, manage recall and waitlists, and serve as a switchboard operator by calling codes and paging providers, as needed.
  • Prepare and coordinate charts and organize supporting provider documents.
  • Initiate and collaborate on patient financial assistance.
  • Track patient visits and manage health information on patient accounts.
  • Compile, distribute, administer, and score assessments.
  • Coordinate telemedicine appointments and make appointment reminder calls.
  • Assist with hospital admissions and general office duties, such as making copies or sending faxes.
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