About The Position

The Patient Access Representative provides customer service to patients, serving as a first point of contact and creating a welcoming, safe experience by phone or in the clinic. Float Pool representatives provide supplemental support to various departments based on need and may work with family medicine and specialty clinics. The department operates Monday through Friday between 6:00 a.m. and 8:00 p.m.; the listed shift is day, with 40 scheduled hours per week. The role includes patient registration, verifying demographics, preparing and routing documents, explaining paperwork and collecting signatures, establishing financial responsibility, arranging payments, and resolving registration or insurance-claim issues. Representatives also coordinate and schedule appointments with nursing teams and providers, arrange referrals, authorizations and interpreter services, check patients in and out, and operate a multi-line phone. Additional duties may include chart and document preparation, patient financial-assistance coordination, account updates, assessments, telemedicine coordination, appointment reminders, hospital admissions, and general office tasks.

Requirements

  • One year of work experience, preferably in a medical office setting.
  • Customer service skills are essential.
  • Six months of customer service experience is desired.
  • May require BLS certification for certain locations or settings.

Nice To Haves

  • High school diploma or equivalent preferred.
  • Post-secondary education is helpful.
  • Medical terminology is helpful.

Responsibilities

  • Greet patients and verify their demographics.
  • Create, scan, and route documents or electronic forms; explain documents to patients and obtain required signatures.
  • Establish and assign financial responsibility and assist with payment arrangements in accordance with policies and procedures.
  • Collect copayments, prepayments, and payments on account balances.
  • Work registration queues to address registration errors or denied insurance claims.
  • Coordinate and schedule appointments with nursing teams and providers to meet patient needs and coordinate provider schedules.
  • Obtain and coordinate referrals and conduct pre-authorization.
  • Arrange interpreter services.
  • Check patients in and out and operate a multi-line phone.
  • Resolve work-queue issues, manage recall and waitlists, and potentially serve as a switchboard operator by calling codes and paging providers.
  • Prepare and coordinate charts and organize supporting provider documents.
  • Initiate and collaborate on patient financial assistance.
  • Track patient visits and manage health information on patient accounts.
  • Compile, distribute, administer, and score assessments.
  • Coordinate telemedicine appointments and make appointment reminder calls.
  • Support hospital admissions and general office duties such as copying and faxing.
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