Patient Access Representative - Cleveland/Greenwood Neurology Clinic

FMOLHS•Greenwood, MS

About The Position

The Patient Access Representative is responsible for accurately registering patients in the electronic medical record, validating patient information, verifying insurance coverage, collecting required payments, and supporting a high-quality patient experience. The role follows established guidelines and works under close supervision. The representative provides courteous customer service, explains collection and billing procedures and anticipated charges, responds to patient and family questions, informs patients of their rights and Advance Directives upon request, and helps patients access resources and information such as MyChart. The role also updates patient records, enters charges, reviews accounts and financial responsibility, arranges payment plans, and coordinates referrals with providers and clinical staff. The position supports patient flow by scheduling and rescheduling appointments, processing referral documentation, handling clerical tasks, and maintaining records. It also performs billing and payor-related work, including researching claim edits and denials, processing charges and batches, reviewing diagnosis and procedure codes, collecting and reconciling payments, maintaining general knowledge of health plans, and handling cash securely in accordance with established procedures. Additional duties may include serving as backup for clinic colleagues, supporting operational improvement initiatives, and training or orienting team members when assigned.

Requirements

High school diploma or equivalent.
Six months of experience in a customer service or front desk role, or graduation from a front office or medical office program; a bachelor's degree may substitute for experience.
Professional demeanor and excellent customer service skills.
Ability to multitask and use critical thinking.
Demonstrated computer literacy.
Ability to learn and demonstrate proficiency in Epic during the introductory period.

Responsibilities

Welcome and assist patients and families courteously, explain billing and collection procedures and anticipated charges, and address questions and concerns.
Inform patients of their rights and Advance Directives upon request.
Accurately obtain, verify, update, and enter patient and insurance information in the clinic's computer system and Epic.
Register patients and help manage patient flow through the clinic.
Review patient schedules and accounts to determine financial responsibility and arrange payment plans.
Assist patients with access to government and community resources and information such as MyChart.
Coordinate referrals with physicians, nurse practitioners, and nursing staff in accordance with payor requirements.
Enter patient charges and maintain accurate patient records.
Process referral documentation and schedule or reschedule patient appointments appropriately.
Complete clerical duties, including answering telephone calls, retrieving medical records, recording data, typing memorandums, and filing patient charts and information.
Research claim edits, denials, billing information, and discrepancies, and resolve them within the stated timeframes.
Key charges, process batches daily, and prepare bank or deposit summaries after balancing payments to receipts.
Review diagnosis and procedure codes for accuracy and enter data at the point of service.
Verify and collect patient payments, check account balances, reconcile the daily cash fund, and meet site collection goals.
Manage cash securely and ensure payments are accurately credited to patient accounts.
Act as a backup for other clinic team members as needed.
Support clinic, hospital, and health system initiatives to improve day-to-day operations.
Provide training and orientation to other team members when assigned.
Perform other duties as assigned.