Patient Access Representative

Clearwater Cardiovascular Consultants•Clearwater, FL

About The Position

The Patient Access Representative schedules patient appointments according to clinic guidelines and accurately configured templates in practice management software. The role supports patient access and clinic operations by coordinating follow-ups, diagnostics, laboratory work, and other testing; processing orders and related documentation; collecting payments; and completing end-of-day procedures. The representative also maintains professional, cooperative relationships with patients, families, physicians, coworkers, and other external contacts while supporting Clearwater Cardiovascular Consultants’ patient-care mission and standards. The position requires accurate documentation and adherence to clinic protocols, compliance requirements, and HIPAA privacy and security standards. The representative keeps the work area organized, reports safety issues, manages time and deadlines, communicates work-related concerns to the team leader, assists coworkers when possible, and works with electronic medical record staff to support system quality and development.

Requirements

  • High school diploma preferred.
  • Good communication skills.

Responsibilities

  • Schedule patient appointments, including physician follow-ups, diagnostics, laboratory work, and testing ordered at the time of service, according to clinic guidelines.
  • Identify orders and update their status appropriately.
  • Forward medical record requests to the Medical Record Team.
  • Prepare scripts for outside testing and schedule testing as needed.
  • Explain testing instructions to patients and provide a paper copy.
  • Collect payments due at the time of service.
  • Perform end-of-day closing according to office protocol.
  • Complete appropriate and accurate medical record documentation.
  • Keep the work area neat and organized, and report safety issues to the team leader immediately.
  • Manage time efficiently, meet deadlines and assignment timeframes, and assist other employees when duties are complete.
  • Communicate problems, difficulties, or concerns regarding job duties to the team leader.
  • Interact professionally with physicians, staff, patients, family members, insurance companies, home health contacts, and other customers.
  • Work cooperatively with other CCC employees to support patient care and the standards of care set by CCC medical staff.
  • Follow the CCC Compliance Plan, attend compliance education, follow medical documentation guidelines, and communicate compliance concerns.
  • Work with electronic medical record staff to maintain quality and support future EMR development.
  • Maintain patient confidentiality in accordance with HIPAA privacy and security standards.
  • Perform other related duties and serve in other capacities as needed to support the mission and goals of Clearwater Cardiovascular Consultants.
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