The patient access representative registers, schedules, and performs related processing duties for all patients being served by respective clinic. Duties are performed in the EMR system as appropriate. The patient access representative is trained in performing a wide range of skilled administrative and clerical duties. SUPERVISION: Reports directly to the Practice Manager RESPONSIBILITIES AND DUTIES: Answers phone with correct salutation. Takes messages when appropriate. Documents all messages into electronic EMR. Greets each patient warmly and cheerfully. Verifies patient information, demographics and insurance coverage is correct. If changes are required, changes the information in the EMR. Checks in the patient in the EMR. Updates and scans updated information and forms into EMR system. In the event a patient does not show for scheduled appointment, a No Show letter must be generated in the patient chart in the EMR system. Scan and attach paperwork received into EMR system and attach and send appropriately. Collect faxes and scan into the EMR, if necessary, distribute appropriately. Collects patient co-pay and prior balances, posts to account and gives receipt. Checks out the patient in the EMR system. Pulls orders from checkout function. Schedules return appointments. Schedules testing after obtaining precertification per provider checkout orders. Completes and sends medical records request per provider orders. Completes referrals through the EMR following correct protocol. Runs and reconciles receipts following established protocol. Verifies insurance. Complete the deposit slip and appropriate end of day reports to balance upfront collections. Performs other job duties as assigned. The above statements are only meant to be a representative summary of the major duties and responsibilities performed by incumbents of this job. The incumbents may be requested to perform job-related tasks other than those stated in this description.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees