About The Position

The Patient Access Representative works directly with patients, families, and hospital staff to support patients throughout their care at St. Joseph’s Health. Patient Access duties include desk and bedside registration, preregistration, and floating to other Patient Access locations as directed by management. The representative helps ensure accounts are financially secure by collecting demographic and insurance information and reviewing financial responsibilities, including copayments, past-due balances, and estimates. This is a per diem role with flexible hours and days. Shifts are mainly scheduled in advance, though the representative may be called in at short notice to cover an absence. The role requires accurate documentation, adherence to patient identification and confidentiality protocols, customer service, and collaboration with colleagues. The representative also participates in training, staff meetings, continuing education, and performance improvement activities, and must obtain HFMA certification within one year of hire.

Requirements

  • High school graduate; a high school diploma is required.
  • At least 2 to 3 years of progressive experience in the field.
  • Proficiency in the Patient Access Template within EPIC.
  • Completion of CPI (Crisis Prevention Intervention) training.
  • Strong written and oral communication skills.
  • Strong interpersonal skills.
  • Broad-based knowledge of related regulatory compliance requirements.
  • Competence in basic computer skills.
  • Critical thinking skills.
  • Ability to maintain accurate documentation and follow patient identification, confidentiality, and applicable policies and procedures.
  • Ability to obtain HFMA certification within one year of hire.

Nice To Haves

  • Bachelor’s or AAS degree.
  • Advanced degree, depending on specific service needs or requirements.
  • Some supervisory experience.
  • Participatory management, team-building, motivational, and administrative skills.

Responsibilities

  • Admit and check in patients on the Emergency Department and Comprehensive Psychiatric Emergency Program (CPEP) boards.
  • Ensure proper patient and chart documentation, including bracelets and labels, and follow patient identification protocols.
  • Stay current on workflows for assigned tasks and document actions taken on accounts, including follow-ups when needed.
  • Close out cash drawers and maintain appropriate petty cash balances.
  • Schedule walk-in imaging, TDAP, and newborn bilirubin test appointments.
  • Perform floorwork registration and float to other Patient Access locations as needed, including through cross-training.
  • Maintain required HealthStream courses and ensure insurance sign-ons are updated.
  • Stay current on emails, Teams posts, policies, and procedures.
  • Collect point-of-service payments, including estimates, copayments, and past-due balances.
  • Process direct admits and transfers and maintain assigned work queues.
  • Maintain current knowledge of EPIC and document accounts using smart phrases where appropriate.
  • Escalate accounts that are not financially secure, such as inactive coverage, self-pay, or incomplete authorizations, to appropriate leadership.
  • Check that equipment is functioning properly, including scanners, credit card machines, palm scanners, and cameras, and conduct monthly credit card machine audits.
  • Maintain a monthly audit score of at least 90%.
  • Attend mandatory Spring and Autumn Training.
  • Operate and maintain equipment in the work area, such as printers, copiers, and fax machines.
  • Follow network policies and procedures and personnel policies and procedures.
  • Perform accurate data entry using unit-specific systems, including EPIC, PeopleSoft, and Midas.
  • Participate in or assist with orientation of new or existing staff, staff meetings and huddles, and required or voluntary education programs.
  • Participate in performance improvement by identifying areas needing improvement.
  • Obtain HFMA certification within one year of hire.
  • Observe customer service standards, communicate effectively, work as part of a team, maintain confidentiality, and understand and apply National Patient Safety Goals.
  • Complete CPI (Crisis Prevention Intervention) training.
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