Patient Access Representative

Sanford Health•Marshfield, WI

4d•Onsite

About The Position

Sanford Health, the largest rural health system in the United States, is dedicated to transforming the health care experience and providing access to world-class health care in America’s heartland. This role involves patient registration and scheduling, with duties varying by location. The Patient Access Representative greets patients, verifies demographics, handles paperwork, establishes financial responsibility, and collects payments. In a scheduling role, they book appointments, obtain referrals, conduct pre-authorizations, and coordinate care. Additional duties may include chart preparation, financial assistance discussions, and reporting. The role also involves mentoring new staff, maintaining confidentiality, and providing excellent customer service with empathy and professionalism.

Requirements

High school diploma or equivalent preferred.
One year of work experience, preferably in a medical office setting.
Six months' customer service experience desired.
Medical terminology helpful.
Customer service skills essential.
Working knowledge of medical terminology.
Ability to use professional written communication when making notes.

Nice To Haves

Post-secondary education helpful.
May require BLS for certain locations and/or settings.

Responsibilities

Greet patients/residents and verify demographics for accurate registration and/or scheduling.
Create electronic files, provide, scan, and route necessary forms and documents.
Educate patients/residents and obtain signatures on necessary paperwork.
Establish and assign financial responsibility and/or assist with arrangements.
Collect co-payments, pre-payments, and/or payments on account balances.
Work through the registration work queue to address and resolve issues.
Schedule patient/resident appointments and procedures.
Obtain and coordinate referrals.
Conduct pre-authorization and arrange interpreter services.
Check patients/residents in/out.
Offer enrollment to additional resources.
Collaborate with nursing team and providers to coordinate appointments.
Coordinate provider schedule, resolve work queue issues, and manage recall and waitlists.
Operate multi-line telephones and potentially serve as a switchboard operator.
Prepare and coordinate charts.
Organize supporting provider documents.
Discuss pre-payment responsibilities.
Initiate and collaborate on patient/resident financial assistance.
Track patient/resident visits.
Manage health information management on patient/resident accounts.
Work on weekly and monthly reports.
Compile, distribute, administer, and score assessments.
Coordinate Telemed appointments.
Manage provider and schedule maintenance.
Perform charge entry/billing and charge verification.
Make reminder calls for appointments.
Handle hospital admissions.
Make copies, send faxes, and order supplies.
Serve as a mentor for new Patient Access Representatives and other staff.
Display professionalism and promote an atmosphere of mutual respect and cooperation.
Work as part of a team and independently.
Maintain confidentiality of sensitive information.
Provide excellent customer service and empathy.