Patient Access Representative

Clearwater Cardiovascular Consultants

2d•Onsite

About The Position

The Patient Access Representative is responsible for scheduling patient appointments accurately according to clinic guidelines and templates, including physician follow-ups, diagnostics, labs, and other ordered testing. Key duties involve identifying and updating orders, forwarding medical record requests, preparing scripts for outside testing, explaining testing instructions to patients, and collecting payments at the time of service. The role also requires performing end-of-day close procedures, maintaining accurate medical record documentation, and adhering to the mission and goals of Clearwater Cardiovascular Consultants, including its patient philosophy. The representative must maintain a professional and organized work environment, report safety issues, manage time efficiently, assist colleagues, and communicate effectively with team leaders, physicians, staff, and external customers while upholding CCC's compliance plan and HIPAA standards for patient confidentiality.

Requirements

Good communication Skills

Nice To Haves

High school diploma

Responsibilities

Schedules patients appropriately according to clinic guidelines and templates set up accurately in practice management software.
Schedules patient appointments including physician follow-ups, diagnostics, labs and any testing ordered at time of service accurately according to clinic guidelines.
Properly identifies all orders and updates status of order appropriately.
Requests for medical records are to be forwarded to the Medical Record Team.
Prepares scripts for any outside testing and schedule as needed.
Instructions for testing are to be explained to the patient with paper copy given.
Collects payments due at time of service.
Performs end of day close per office protocol.
Performs appropriate and accurate documentation in the medical record.
Performs other related duties as assigned and serves in whatever other capacity deemed necessary for successful completion of the mission and goals of Clearwater Cardiovascular Consultants and in concordance with its patient philosophy.
Keeps work area neat and organized.
Reports safety issues to team leader immediately.
Works efficiently and manages time wisely.
Assists other employees when all duties are complete.
Communicates any problems, difficulties or concerns regarding job duties to the team leader.
Performs all duties without significant error occurring with any regularity.
Meets all deadlines and timeframes for completion of assignments.
Represents CCC in a professional manner at all times.
Demonstrates acceptable ability to interact with physicians, staff (“internal customers”) and “external customers” (patients, family members, insurance companies, home health etc.) on a professional level at all times.
Exhibits good communication skills with physicians, patients, team leaders, and co-workers at all times.
Exhibits a harmonious relationship with other CCC employees in order to accomplish the duties and responsibilities of the position.
The employee shall work and relate cooperatively with all other employees (internal customers) of CCC to assure optimum care for the patients of CCC and to achieve standards of care set forth by the CCC medical staff.
Adheres to the CCC Compliance Plan as it pertains to the above specific job duties.
Uses best efforts to maintain compliance by following the CCC Corporate Compliance Plan, attending CCC compliance education, following medical documentation guidelines, and communicating concerns regarding compliance issues.
Work with the electronic medical record (EMR) staff to maintain quality and work towards future EMR development.
Maintains patient confidentiality according to the HIPAA standards of privacy and security.