Patient Access Representative

CALDWELL COUNTY HOSPITAL INC•Princeton, KY
•Onsite

About The Position

The Clinic Patient Access Representative greets and registers incoming patients, verifies their information, and collects up-front payments. The role also schedules provider appointments by phone and in person, relays messages, and coordinates with providers and assistants. The representative works closely with providers, nursing staff, families, visitors, and administration. Employees are cross-trained to perform the listed duties of Level II. Responsibilities include patient registration and demographic collection; setting up patient and guarantor records; obtaining signed authorizations, consent forms, and HIPAA privacy notices; processing insurance information and verifying coverage; collecting payments and preparing receipts; and completing daily cash, deposit, and charge-ticket procedures. The role also schedules and reschedules appointments, maintains provider schedules, greets patients at reception, prepares charts and charge tickets, relays messages, and monitors the waiting area. The representative is expected to protect confidential information, provide courteous and professional guest service, follow safety and infection-control policies, maintain a neat and professional appearance, follow attendance and departmental procedures, and assist with other duties as assigned.

Requirements

  • High school graduate or equivalent.
  • Typing speed of at least 25 words per minute.
  • Previous computer knowledge.
  • At least one year of related work experience.
  • Excellent guest-service, communication, and multitasking skills.
  • Ability to maintain confidential information and perform assigned clerical and analytical duties independently.

Nice To Haves

  • Knowledge of Microsoft Word and Excel.
  • Basic knowledge of systems and applications related to the position.
  • Understanding of the revenue management cycle.
  • Effective written and verbal communication skills.
  • Completion of required training and continuing education.
  • Excellent guest-service skills.

Responsibilities

  • Greet patients promptly and courteously at registration and reception.
  • Register patients and verify demographic, employment, emergency-contact, and account-responsibility information.
  • Set up patient and guarantor records correctly and attach patients to the correct guarantors.
  • Obtain signed authorization and consent forms and provide the HIPAA privacy notice.
  • Collect and correctly enter insurance information, assign the appropriate carrier and sequence, verify coverage through Availity, and notify a supervisor when insurance needs to be re-filed.
  • Verify and collect co-payments, co-insurance, deductibles, and account payments; issue accurate receipts and explain the self-pay policy to self-pay patients.
  • Operate the credit card machine and log credit card entries.
  • Tally receipts and charge tickets, prepare the daily deposit, balance the cash drawer, and enter payment and patient-volume information on the appropriate worksheets.
  • Complete end-of-day procedures, including shutting down the computer, organizing the workstation, handling mail and trash, turning on the answering machine, and securing the building and alarm system.
  • Read accounts receivable information to assist patients with account payments.
  • Schedule appointments according to provider protocols, enter appointments accurately, and offer alternatives when needed.
  • Maintain current provider schedule information, monitor schedules for booking inefficiencies, restrict schedules when providers are absent, and reschedule appointments when providers cancel.
  • Verify patient information, obtain the correct medical record, initiate and check charge tickets, and place completed tickets with the correct medical record.
  • Obtain accurate patient details when taking messages, include pharmacy details when relevant, and promptly relay messages to the appropriate provider.
  • Remain until patients have been taken to exam rooms and complete end-of-day patient and ticket tallies.
  • Follow departmental dress code and telephone etiquette requirements.
  • Monitor the waiting area, coordinate patient movement, keep the area orderly, and report problems or irregularities to a supervisor.
  • Provide coverage for other employees as needed and assist the supervisor when requested.
  • Use computer systems efficiently and follow the appropriate protocols for computer functions.
  • Follow absence-reporting procedures and perform other duties or assignments as requested.
  • Maintain a safe work environment and follow safety, body-mechanics, electrical-safety, and infection-control policies.
  • Maintain strict confidentiality of patient, employee, and organization information.
  • Project a professional image and consistently demonstrate positive, respectful, empathetic guest-relations behavior.
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