Patient Access Representative- PCC Main

Trinity Health

1d•Onsite

About The Position

The Patient Access Representative provides patient-focused customer service, performing outpatient and/or inpatient registration and insurance verification functions. This role involves collecting patient financial liability payments and ensuring patients meet financial requirements, including Medicare medical necessity, payer pre-certifications, and referrals. The representative also provides general information to hospital users, patients, families, and physician offices. Working directly with patients, family, and various hospital staff, the Patient Access Representative ensures patients are cared for during their journey with SJH. Key functions include desk registration, bedside registration, pre-registration, and floating to other areas within the Patient Access department as directed by management. In all locations, the Patient Access Representative is responsible for ensuring accounts are financially secure by collecting demographics, insurance information, and reviewing financial responsibilities such as co-pays, past due balances, and estimates.

Requirements

High school graduate
At least 2 to 3 years progressive experience in the field
Proficient in the Patient Access Template within EPIC
Complete CPI (Crisis Prevention Intervention) Training
Strong written and oral communication skills
Strong interpersonal skills
Broad based knowledge or related regulatory compliance requirements
Competent in basic computer skills

Nice To Haves

Bachelors or AAS degree
Advanced degree (depending on specific service needs and or requirements)
Some supervisory experience
Participatory management, team building, motivational, and administrative skills

Responsibilities

Admitting/Checking patients in
Ensuring proper documentation with charts/patient (bracelet and labels)
Staying updated on workflows for designated task
Follow patient identification protocols
Appropriately documenting in charts
Closing out cash drawers
Maintaining appropriate cash in petty cash drawer
Scheduling walk-in imaging, TDAP, Bilirubin (newborn test) appointments
Floorwork Registration
Floating to with other Patient Access locations (cross training)
Maintaining Healthstreams courses
Maintaining all insurance sign ons are updated
Stay up to date on emails and Teams post, policy and procedures
Point of service Cash collections (estimates, co-pays, past due balances)
Direct Admits/Transfers
Documenting accounts (what did rep do with account, using smart phrases, follow-ups if needed)
Maintain assigned WQs
Knowledge on EPIC (maintaining updated knowledge)
Escalating accounts that are not financially secure to appropriate leadership (ex: inactive coverage, self-pay, authorizations not completed)
Assessing equipment is working properly (ex: Scanner, CC machine, Palm Scanner, and camera) and doing monthly audits on credit card machines
Maintain 90% on monthly Audit score
Attend mandatory Spring and Autumn Training
Demonstrates knowledge and competency in the operation and maintenance of equipment within the work area, i.e. printers, copiers, faxes, etc.
Adheres to established network policy and procedures related to job functions
Performs data entry with a working knowledge of the unit specific computer systems, EPIC, Peoplesoft, Midas, etc.
Demonstrates accuracy when performing the primary job function
Abides by established Personnel Policies and Procedures
Has knowledge of HIPAA rules and regulations and abides by the same
Participates and or assists with the orientation of new or existing staff
Participates in Staff and Employee meetings/Huddles
Participates in voluntary and required in-service and education programs
Participates in Performance Improvement by identifying areas needing improvement
Obtain HFMA certification within a year of hire date
Observes customer service standards
Demonstrates excellent communication skills
Understand/applies a team concept
Adheres to hospital confidentiality statement
Demonstrates a knowledge and understanding of National Patient Safety Goals