Patient Access Representative | Full Time - 40 hrs/week

Sanford Health•Weston, WI
•$16 - $23

About The Position

The Patient Access Representative performs patient registration, scheduling, or both, depending on the work setting. In registration, the representative greets patients, verifies demographic information, creates electronic files, handles paperwork and forms, explains required documents, establishes financial responsibility, and collects applicable payments. The role may also resolve registration work-queue issues, denied insurance claims, and database maintenance needs. In scheduling, the representative schedules appointments and procedures, coordinates referrals and pre-authorizations, arranges interpreter services, checks patients in and out, and coordinates appointments with nursing staff and providers. Depending on the setting, additional duties may include managing provider schedules, charts, waitlists, and recall lists; coordinating Telemed appointments; handling billing and charge verification; making reminder calls; supporting hospital admissions; and preparing reports or assessments. The representative may operate multi-line telephones or a switchboard, mentor new representatives and other staff, and perform other duties as assigned. The role requires professionalism, teamwork and independent work, confidentiality, customer service, empathy, and working knowledge of medical terminology and professional written communication.

Requirements

  • One year of work experience, preferably in a medical office setting.
  • Customer service skills are essential.
  • Six months of customer service experience desired.
  • May require BLS for certain locations and/or settings.
  • Ability to maintain confidentiality and provide excellent customer service with empathy.
  • Working knowledge of medical terminology and professional written communication skills.
  • Ability to work both as part of a team and independently.

Nice To Haves

  • High school diploma or equivalent preferred.
  • Post-secondary education helpful.
  • Medical terminology helpful.

Responsibilities

  • Greet patients and verify demographic information for accurate registration and/or scheduling.
  • Create electronic files and provide, scan, route, and maintain necessary forms and documents.
  • Educate patients about paperwork and obtain required signatures.
  • Establish or assign financial responsibility and assist with payment arrangements according to policies and procedures.
  • Collect co-payments, pre-payments, and payments on account balances.
  • Address registration work-queue issues, including errors, denied insurance claims, and registration database maintenance.
  • Schedule appointments and procedures; obtain and coordinate referrals; conduct pre-authorizations; and arrange interpreter services.
  • Check patients in and out and offer enrollment in additional resources.
  • Collaborate with nursing staff and providers to coordinate appointments around patient needs.
  • Depending on the setting, coordinate provider schedules and resolve work-queue issues; manage recall and waitlists.
  • Operate multi-line telephones and, depending on location, serve as a switchboard operator by calling codes and paging providers.
  • Depending on the setting, prepare and coordinate charts, organize provider documents, discuss pre-payment responsibilities, and support financial assistance.
  • Depending on the setting, track patient visits, manage health information on accounts, prepare reports and assessments, coordinate Telemed appointments, maintain provider schedules, enter and verify charges, make reminder calls, and assist with hospital admissions.
  • Make copies, send faxes, and order supplies as needed.
  • Mentor new Patient Access Representatives and other staff.
  • Maintain confidentiality, demonstrate professionalism, and promote mutual respect and cooperation.
  • Work as part of a team and independently, frequently taking direction from the nursing team.
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