Patient Access Representative | 20 hrs/week | Evenings

Sanford Health•Eau Claire, WI
•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/setting. The Patient Access Representative greets patients, verifies demographics, handles paperwork, collects payments, and may manage registration work queues. In a scheduling role, they book appointments, obtain referrals, conduct pre-authorizations, and coordinate with the nursing team. Additional duties may include chart preparation, financial assistance discussions, and Telemed coordination. The role also involves mentoring new staff, maintaining confidentiality, and providing excellent customer service with a working knowledge of medical terminology.

Requirements

  • High school diploma or equivalent preferred.
  • One year of work experience, preferably in a medical office setting.
  • Customer service skills essential.
  • Six months' customer service experience desired.
  • Working knowledge of medical terminology.
  • Ability to work as part of a team and also work independently.
  • Ability to take direction from nursing team.

Nice To Haves

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

Responsibilities

  • Greet patients/residents and verify patient/resident demographics to accurately register and/or schedule patients/residents.
  • Create electronic files; provide, scan, and route necessary forms and documents.
  • Educate patients/residents and capture their signatures on necessary paperwork.
  • Establish and assign financial responsibility and/or assist with arrangements while adhering to appropriate policies and procedures.
  • Collect co-payments, pre-payments, and/or payments on account balances.
  • Work through the registration work queue to address and resolve issues specific to registration, including work queue errors, denied insurance claims, and maintenance of the registration database.
  • Schedule patient/resident appointments and procedures.
  • Obtain and coordinate referrals, conduct pre-authorization, and arrange interpreter services.
  • Check patients/residents in/out, and offer enrollment to additional resources.
  • Collaborate with nursing team and providers to coordinate appointments to meet patients'/residents' needs.
  • Coordinate provider schedule, resolve work queue issues and manage recall and waitlists.
  • Operate multi-line telephones and depending on location, may serve as a switchboard operator calling codes and paging providers.
  • Prepare and coordinate charts; organize supporting provider documents.
  • Discuss pre-payment responsibilities; initiate and collaborate on patient/resident financial assistance; prior authorization.
  • 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 admission processes.
  • 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 also work independently.
  • Maintain confidentiality of sensitive information.
  • Utilize excellent customer service and the ability to empathize with patients and their situations.
  • Use professional written communication when making notes.

Benefits

  • Sanford is an EEO/AA Employer M/F/Disability/Vet.
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