Patient Access Representative

Sanford Health•Marshfield, WI

10d•$16 - $23•Onsite

About The Position

The Patient Access Representative (PAR) is responsible for patient registration and scheduling. Depending on the setting, the PAR may perform only registration or scheduling duties, or both. Additional duties may be assigned as needed. The role involves greeting patients, verifying demographics, registering and/or scheduling patients, and handling related paperwork. This includes creating electronic files, scanning and routing documents, educating patients, and obtaining signatures. The PAR also establishes financial responsibility, assists with payment arrangements, and collects co-payments and other payments. In a scheduling role, the PAR schedules appointments and procedures, obtains referrals, conducts pre-authorizations, arranges interpreter services, and checks patients in and out. Collaboration with the nursing team and providers is key to coordinating appointments. The role may also involve managing provider schedules, resolving work queue issues, and handling recall and waitlists. Operation of multi-line telephones and potentially serving as a switchboard operator are also part of the duties. Additional responsibilities may include chart preparation, discussing pre-payment, initiating financial assistance, tracking patient visits, health information management, report generation, administering assessments, coordinating Telemed appointments, provider and schedule maintenance, charge entry/billing, reminder calls, hospital admissions, and general office tasks like copying and faxing. The Patient Access Representative also serves as a mentor for new staff, promotes a respectful and cooperative atmosphere, and must be able to work both independently and as part of a team. The role requires excellent customer service, empathy, and professionalism, along with a working knowledge of medical terminology and professional written communication skills.

Requirements

High school diploma or equivalent preferred.
One year of work experience, preferably in a medical office setting.
Customer service skills essential.
Six months' customer service experience desired.
May require BLS for certain locations and/or settings.

Nice To Haves

Post-secondary education helpful.
Medical terminology helpful.

Responsibilities

Greet patients/residents and verify demographics for accurate registration and/or scheduling.
Create electronic files, provide, scan, and route necessary forms and documents.
Educate patients/residents and obtain signatures on necessary paperwork.
Establish and assign financial responsibility and/or assist with arrangements.
Collect co-payments, pre-payments, and/or payments on account balances.
Work through the registration work queue to address and resolve issues.
Schedule patient/resident appointments and procedures.
Obtain and coordinate referrals.
Conduct pre-authorization and arrange interpreter services.
Check patients/residents in/out.
Offer enrollment to additional resources.
Collaborate with nursing team and providers to coordinate appointments.
Coordinate provider schedule, resolve work queue issues and manage recall and waitlists.
Operate multi-line telephones and potentially serve as a switchboard operator.
Prepare and coordinate charts.
Organize supporting provider documents.
Discuss pre-payment responsibilities.
Initiate and collaborate on patient/resident financial assistance.
Track patient/resident visits.
Manage health information management on patient/resident accounts.
Work on weekly and monthly reports.
Compile, distribute, administer and score assessments.
Coordinate Telemed appointments.
Perform provider and schedule maintenance.
Handle charge entry/billing and charge verification.
Make reminder calls for appointments.
Facilitate hospital admission.
Make copies, send faxes, and order supplies.
Serve as a mentor for new Patient Access Representatives and other staff.
Maintain confidentiality of sensitive information.