About The Position

The Patient Access Representative (PAR) performs patient registration and scheduling, depending on the location and setting. In some settings, the role focuses on one function; in others, it includes both. Additional duties vary by setting. The PAR greets patients, verifies demographics, creates and maintains electronic files, handles related paperwork, educates patients about forms, and obtains required signatures. The role may establish financial responsibility, assist with payment arrangements, and collect copayments, prepayments, and account balances. Scheduling duties may include arranging appointments and procedures, coordinating referrals, obtaining pre-authorization, arranging interpreter services, checking patients in and out, and coordinating appointments with nursing teams and providers. Other setting-dependent work may include maintaining provider schedules, managing work queues and waitlists, handling charts and documents, coordinating telemedicine appointments, processing charges, making reminder calls, and supporting admissions and reports. The PAR may operate a multi-line telephone and, depending on the location, act as a switchboard operator. The representative mentors new PARs and other staff, maintains confidentiality, and promotes a professional, respectful, cooperative environment. The role requires teamwork and the ability to work independently, often taking direction from the nursing team, along with excellent customer service, empathy, medical terminology knowledge, and professional written communication.

Requirements

  • High school diploma or equivalent preferred; post-secondary education helpful.
  • One year of work experience, preferably in a medical office setting.
  • Customer service skills are essential; six months of customer service experience desired.
  • Medical terminology is helpful.
  • May require BLS certification for certain locations or settings.
  • Ability to work as part of a team and independently.
  • Ability to maintain confidentiality and communicate professionally in writing.

Nice To Haves

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

Responsibilities

  • Greet patients and verify demographic information to register and/or schedule them accurately.
  • Create electronic files and provide, scan, route, and manage necessary forms and documents.
  • Educate patients about paperwork and obtain required signatures.
  • Establish financial responsibility, assist with payment arrangements, and collect copayments, prepayments, and account-balance payments.
  • Address registration work-queue issues, including errors, denied insurance claims, and registration database maintenance, as applicable.
  • Schedule appointments and procedures; obtain and coordinate referrals; conduct pre-authorization; arrange interpreter services; and check patients in and out.
  • Coordinate appointments with nursing teams and providers to meet patient needs.
  • Manage provider schedules, work-queue issues, recalls, and waitlists, as applicable.
  • Operate multi-line telephones and, depending on the location, serve as a switchboard operator by calling codes and paging providers.
  • Perform additional setting-dependent duties such as preparing charts, coordinating documents and telemedicine appointments, processing charges, making reminder calls, supporting admissions, and preparing reports.
  • Mentor new Patient Access Representatives and other staff.
  • Maintain confidentiality and promote professionalism, respect, cooperation, and excellent customer service.
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