About The Position

The Patient Access Representative II is responsible for scheduling patient appointments, ensuring medical necessity compliance, verifying insurance eligibility and benefits, and posting payments. The role obtains and accurately enters patient demographic, insurance, and financial information; explains required forms and obtains signatures; collects patient liability and discusses payment options; and monitors and resolves patient account issues. The representative communicates professionally with patients, families, physicians, ancillary departments, nursing units, physicians’ office staff, and insurance companies while maintaining thorough documentation. The position also supports safe, compassionate, personalized, and efficient care, complies with organizational policies and standards, and contributes to professional development and department goals. The schedule is Monday through Friday, 8:30 a.m. to 5:00 p.m.

Requirements

  • Two years of experience in a hospital or customer service setting.
  • Ability to multitask.
  • Proficient typing and keyboarding skills.

Nice To Haves

  • High school diploma or GED preferred.

Responsibilities

  • Schedule patient appointments and enter required information accurately and promptly in the computer system.
  • Obtain demographic, insurance, and financial information from patients or guarantors and enter it accurately into the computer system.
  • Explain required forms to patients or guarantors and obtain necessary signatures.
  • Ensure medical necessity compliance by obtaining required data, reviewing the Compliance System, communicating information to patients or guarantors, and obtaining necessary signatures.
  • Protect the facility’s financial integrity by collecting patient liability, establishing payment arrangements, discussing payment options, and screening for eligibility.
  • Verify insurance eligibility and benefits and ensure notifications and authorizations are completed within required timeframes.
  • Post payments in the computer system and generate appropriate patient receipts.
  • Monitor, review, and resolve patient account issues on assigned reports.
  • Communicate effectively and professionally with physicians, ancillary departments, nursing units, physicians’ office staff, insurance companies, patients, and families; complete thorough and accurate documentation.
  • Ensure safe care for patients, staff, and visitors and adhere to organizational policies, procedures, and standards, including budgetary specifications for time management, supply management, productivity, and service quality.
  • Meet mandatory and continuing education and skills competency requirements, support department goals, and serve as a preceptor, mentor, and resource to less experienced staff.
  • Model service standards by providing safe, caring, personalized, and efficient experiences to patients and colleagues.
  • Perform other duties as assigned.
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