The Patient Access Representative manages administrative duties for the patient intake process in a clinic, following established guidelines. The role interacts with patients in person and by phone and supports a seamless, high-quality intake experience through check-in and checkout, collecting information and payments, validating insurance, scheduling appointments, and processing referrals and authorizations. Success requires critical thinking, strong customer service, and knowledge of insurance, billing, and medical terminology. Responsibilities include registering patients and checking them in or out; recording and verifying demographic, insurance, and other information, including Workers’ Compensation and third-party liability details; and following registration procedures, including ensuring minors’ guardians have been notified. The representative identifies deficiencies, resolves non-complex issues, or escalates issues to appropriate staff. The role also includes routine insurance eligibility verification, scanning or copying patient-access documents into the correct location in the electronic medical record, recording non-clinical charges, and handling and reconciling payments.
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Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed