Patient Access Representative

AccessHealth•Houston, TX
•Onsite

About The Position

The Patient Access Representative confirms patient demographic information, verifies insurance, schedules appointments, collects payments, and provides excellent customer service. The role supports the management and efficiency of provider schedules and works closely with clinical staff and ancillary departments. The representative helps build trust, comfort, and rapport with patients and prospective patients. The position is based at Pinnacle in Houston, Texas. The stated job shift is day, though assigned schedules may include hours before 8:00 a.m. or after 5:00 p.m. and may vary according to department needs. The role may require alternative shifts, weekends, and travel to multiple locations as needed.

Requirements

  • High school diploma or GED certificate.
  • Typing ability.
  • Excellent customer service, verbal, written, and communication skills, including active listening.
  • Comfort working in a fast-paced environment, strong work ethic, and ability to handle a variety of tasks.
  • Initiative and ability to work cooperatively to identify and implement quality improvements.
  • Teamwork and respect for staff, team members, patients, and community partners.
  • Problem-solving and conflict-resolution skills when handling patient or staff complaints.
  • Cultural sensitivity and ability to work with diverse groups of people.
  • Professional and personable manner and alignment with the organization's patient-care mission.
  • Familiarity with office machines, including computers, fax machines, and photocopiers.
  • Knowledge of basic math, billing, and insurance principles.
  • Flexibility and willingness to work alternative shifts and/or weekends and travel to multiple locations as needed.
  • Ability to follow confidentiality and privacy protocols in accordance with clinic and HIPAA regulations.

Nice To Haves

  • One year of work experience in a medical setting, or three years of customer service/receptionist experience.
  • Bilingual in Spanish.

Responsibilities

  • Schedule patient appointments and enter required information accurately and promptly in the computer system.
  • Obtain and enter demographic, insurance, and financial information from patients or guarantors.
  • Explain required forms and obtain necessary signatures.
  • Obtain and communicate information needed to ensure medical necessity compliance.
  • Collect patient liability, establish payment arrangements, discuss payment options, and screen for eligibility.
  • Verify insurance eligibility and benefits and ensure notifications and authorizations are completed within required timeframes.
  • Post payments in the computer system and generate appropriate patient receipts.
  • Monitor, review, and resolve patient account issues on assigned reports.
  • Communicate effectively and professionally with physicians, ancillary departments, nursing staff, physicians' office staff, insurance companies, patients, and their families.
  • Complete thorough and accurate documentation.
  • Meet metrics and complete assigned reports.
  • Participate in projects and meetings and complete other tasks assigned by management.
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