Patient Access Representative I

Texas Scottish Rite for Children • Frisco, TX

1d • Onsite

About The Position

Our patients are our number one priority! We're committed to giving children back their childhood! This role is located at the Frisco - Ambulatory Surgical Center and operates Monday - Friday from 7:30 am - 5:00 pm, totaling 40 hours per week. The Patient Access Representative I greets patients and families professionally, acting as a liaison between them and staff. Key responsibilities include managing the scheduling and registration process for ambulatory appointments, handling patient check-in and check-out, and collecting accurate demographic, identification, insurance, and other relevant information. The role also involves promoting MyChart sign-ups, guiding patients through financial screening, and ensuring adherence to organizational and HIPAA guidelines, privacy practices, patient confidentiality, and patient rights. This includes providing necessary disclosures, obtaining legal and financial signatures, and maintaining patient information in the electronic medical record. The position supports quality care by complying with policies and external regulations, managing patient intake and referral processes, and scheduling appointments according to protocols. Additional duties include maintaining departmental faxes, screening and routing calls, scanning clinical records, and managing Epic work queues for scheduling, registration, and referrals. The representative will also schedule new and follow-up patient visits, including diagnostic and ancillary appointments, and maintain registration-related key performance indicators. The role supports hospital and departmental performance improvement goals, initiatives, and change efforts, practicing financial and resource stewardship. Strong communication, teamwork, and adherence to organizational core values are essential.

Requirements

• High School education or equivalent

Nice To Haves

• 2 years working in a medical office setting
• Experience in insurance procedures
• Experience in medical appointment scheduling

Responsibilities

• Greets patients/families in a professional and welcoming manner
• Functions as a liaison between patients, families, and staff
• Performs scheduling and registration process for appointments within the ambulatory setting
• Performs check-in and check-out for patient visits
• Obtains accurate collection of patient demographics, identification, insurance coverage, and other relevant information
• Promotes and assists patients/families in signing up for MyChart
• Provides guidance to patient/families about the financial screening process
• Abides by organizational and HIPAA guidelines, privacy practices, patient confidentiality, and patient rights
• Ensures patient receives necessary disclosure and privacy information, as well as obtains necessary legal and financial signatures
• Maintains patient information and documentation in electronic medical record
• Supports quality care through compliance with departmental and organizational policies and guidelines, and external agency guidelines, standards, or regulations
• Performs patient intake/referral process; appropriately scheduling patient appointments according to scheduling algorithm/protocols
• Maintains and distributes incoming departmental faxes
• Screens and routes inbound/outbound calls in a timely manner (messages, transfers, scheduling, questions, and other needs)
• Scans clinical record information and correspondence into patient’s electronic record
• Maintains scheduling, registration, and referral work queues in Epic
• Performs scheduling of new and/or follow-up patient visits, including but not limited to diagnostic and ancillary appointments (as needed); may require coordination with clinical team
• Maintains registration-related key performance indicators as determined by supervisor or manager
• Supports hospital and departmental performance improvement goals
• Supports departmental initiatives and change efforts
• Practices financial and resource stewardship
• Engages in strong communication, acts as team player in supporting mission and vision of organization, and abides by organization’s core values
• Additional duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED