Patient Access Representative

Mehta Medical Group PLLC•Humble, TX

12d•$17 - $20•Onsite

About The Position

The Patient Access Representative ensures a seamless patient journey from appointment scheduling through check-in and check-out. The role maintains accurate patient information, supports revenue cycle processes, and contributes to clinic efficiency while delivering professional, compassionate service. The representative greets patients and visitors, verifies patient identity, protects confidential information, answers questions, assists with forms and portal enrollment, and maintains an organized reception area. Responsibilities include registering patients and updating demographics in the electronic medical record (EMR), collecting and scanning required documentation, scheduling appointments, coordinating referrals, and supporting appointment optimization. The role also verifies insurance eligibility, confirms referrals and authorizations when required, explains financial responsibilities, collects and processes payments, balances the cash drawer, and completes daily reconciliation. During check-in and check-out, the representative verifies appointment details and forms, communicates with clinical staff, manages wait times, schedules follow-ups, provides visit summaries, coordinates next steps, and ensures orders are completed before patients leave. The representative maintains complete and accurate electronic records, communicates with patients, families, providers, clinical staff, billing, referral coordinators, and the call center, and proactively identifies issues that could affect reimbursement. Performance expectations include accuracy in registration and documentation, sound financial processing, accurate scheduling, positive patient interactions, and operational reliability. The role is expected to reflect Wellspire Medical’s core values of compassion, collaboration, accountability, empowerment, innovation, and communication.

Requirements

High school diploma or GED.
At least two years of medical office experience.
Experience with electronic medical records.
Insurance verification experience.
Medical scheduling experience.
Basic medical terminology.
Computer proficiency.
Exceptional customer service and professional communication.
Insurance knowledge, scheduling accuracy, organizational skills, and time management.
Conflict resolution, attention to detail, and problem-solving skills.
EMR proficiency, multitasking, and team collaboration.

Nice To Haves

Experience with eClinicalWorks.
Multi-specialty medical practice experience.
Front-end revenue cycle experience.
Prior authorization experience.
Referral management experience.
Cash handling experience.
Bilingual in English and Spanish.

Responsibilities

Greet patients and visitors professionally and compassionately, and maintain a welcoming reception area.
Verify patient identity and maintain confidentiality in accordance with HIPAA regulations.
Answer patient questions, escalate concerns appropriately, and assist with forms, portal enrollment, and office procedures.
Register patients accurately in the EMR and update demographic and insurance information at every visit.
Obtain identification and insurance cards, scan documentation, and ensure required consent forms are completed.
Schedule appointments according to provider templates and organizational guidelines, including follow-ups before patient departure.
Coordinate referrals and specialty appointments, assist with waitlists, and support appointment optimization and provider utilization.
Verify insurance eligibility and confirm referrals and authorizations when required.
Explain patient financial responsibilities; collect and accurately process copays, deductibles, coinsurance, self-pay balances, and outstanding balances.
Balance the daily cash drawer and prepare end-of-day reconciliation in accordance with financial policies.
Complete patient check-in, review forms and appointment details, notify clinical staff of arrivals, manage wait times, and communicate delays.
At check-out, schedule follow-ups, provide visit summaries, collect balances, coordinate referrals, imaging, and laboratory appointments, and educate patients on next steps.
Maintain complete and accurate EMR documentation, including registrations, demographics, scanned records, insurance cards, referrals, forms, and electronic records.
Communicate professionally with providers, medical assistants, nurses, billing, referral coordinators, the call center, patients, and families.
Support front-end revenue cycle initiatives through accurate registration, insurance and demographic information, PCP assignments, referrals, verification, and collections.
Recognize issues that may affect reimbursement and communicate them proactively.
Meet organizational expectations for registration accuracy, financial performance, scheduling, customer service, timeliness, attendance, teamwork, adaptability, and accountability.
Demonstrate Wellspire Medical’s core values of compassion, collaboration, accountability, empowerment, innovation, and communication.