The Patient Access Representative manages administrative duties for the patient intake process in a clinic, following established guidelines. The role involves interacting with patients in person and by phone to facilitate check-in and check-out, collect information and payments, verify insurance, schedule appointments, and process referrals and authorizations. Success requires critical thinking, strong customer service, and knowledge of insurance, billing, and medical terminology to provide a seamless, high-quality patient intake experience. The representative registers and checks patients in and out, records and verifies demographic, insurance, and other information such as workers’ compensation or third-party liability details, and follows registration procedures. They ensure registration requirements are met, including confirming that minors’ guardians have been notified; identify deficiencies; resolve non-complex issues or escalate them to appropriate staff. The role also includes routine insurance eligibility verification, scanning or copying patient-access materials 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