About The Position

Under the supervision of the Director of Operations, the Patient Access Representative is responsible for obtaining accurate patient demographics and insurance information during the patient interview process. This process includes in-person and phone interviews, and correcting information as needed. The role involves processing registrations, obtaining patient signatures on necessary forms like the Authorization for Treatment, Advanced Beneficiary Notice (ABN), and completing the Medicare Secondary Payer (MSP) questionnaire. The representative will scan all necessary documentation into CPSI, collect co-payments, estimated co-insurance, and deductibles, which may involve phone calls to patients to discuss financial responsibility prior to service and collecting at the time of service. Additionally, the role includes answering incoming phone calls and assisting callers as needed, along with performing any other duties assigned by the Director of Operations.

Requirements

  • High school diploma.
  • Two (2) or more years’ experience.
  • Ability to communicate effectively in English, both verbally and in writing.
  • Basic computer knowledge.

Responsibilities

  • Obtain accurate patient demographics and insurance information during patient interviews (in-person and phone).
  • Process registrations, including obtaining patient signatures on Authorization for Treatment, Advanced Beneficiary Notice (ABN), and completing the Medicare Secondary Payer (MSP) questionnaire.
  • Scan all necessary documentation into CPSI.
  • Collect co-payments, estimated co-insurance, and deductibles.
  • Make phone calls to patients to discuss financial responsibility prior to service and collect at time of service.
  • Answer incoming phone calls and assist callers.
  • Handle heavy phone volumes and ensure callers are transferred to the appropriate department or person.
  • Identify department and self when answering the telephone.
  • Handle all codes and stat calls proficiently.
  • Verify patient demographic information accuracy and ensure insurance cards, consents, and other admission documents are complete and in order.
  • Explain required forms to patients in detail.
  • Contact patients to verify demographic information, insurance information, and MSP questionnaire as part of the pre-registration process.
  • Inform patients of estimated balance due and collect monies due at time of service.
  • Assist with chart preparation, ensuring accuracy of packets and forwarding charts to appropriate personnel in advance of scheduled procedures.
  • Demonstrate knowledge of all features and functions of the CPSI Patient Accounting areas.
  • Notify appropriate staff regarding any issues or concerns in a timely manner.
  • Balance daily receipts list to cash, checks, and credit card payments received at the end of each day.
  • Function as back up to concierge.
  • Perform other duties as assigned.
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