About The Position

Under the supervision of the Practice Administrator, 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 processes patient registration, including obtaining the patient's signature on the Authorization for Treatment, Advanced Beneficiary Notice (ABN), and completing the Medicare Secondary Payer (MSP) questionnaire. The representative scans all necessary documentation into the Patient Account and performs verification of benefits, fully understanding plan benefits. They are responsible for collecting co-payments, estimated co-insurance, and deductibles, which includes making phone calls to physician offices to discuss financial authorization status prior to service, as well as collecting at the time of service. The role also involves answering incoming phone calls and assisting callers as needed, along with any other duties assigned by the Business Office Manager.

Requirements

  • One (1) or more years’ of medical office experience.
  • High school diploma.
  • Two (2) or more years’ experience.
  • Ability to communicate effectively in English, both verbally and in writing.
  • Basic computer knowledge.

Nice To Haves

  • Travel may be required.

Responsibilities

  • Handle heavy phone volumes, ensuring callers are transferred to the appropriate department and/or person.
  • Answer calls in a timely manner, identifying department and self when answering the telephone.
  • Handle all codes and stat calls proficiently.
  • Verify that patient demographic information is accurate and ensure that insurance cards, consents, and other admission documents are complete and in order.
  • Explain required forms to the patient in detail (i.e.: Authorization for Treatment, Advanced Beneficiary Notice (ABN), and Medicare Secondary Payer (MSP) questionnaire).
  • Obtain required signatures as needed.
  • As part of the pre-registration process, contact patients to verify demographic information, insurance information, and MSP questionnaire.
  • Verify insurance coverage and understand benefit requirements, ensuring that all notification/authorizations are completed based on plan requirements.
  • Work with physician offices to obtain necessary authorization on scheduled procedures.
  • Explain insurance benefits to patients.
  • Inform patients of estimated balance due based on plan benefits and collect monies due at time of service.
  • Demonstrate knowledge of all features and functions of the 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.
  • Communicate with management/physician offices regarding any problematic insurance concerns that may affect the payment of services.
  • Functions as back up to concierge.
  • Other duties as assigned.
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