About The Position

The Patient Access Representative works in Patient Access as part of Beth Israel Lahey Health’s System Services team, supporting an efficient, welcoming, and confidential patient experience. The role performs registration and scheduling functions electronically, by telephone, and in person, obtaining and processing accurate patient financial and demographic information to support reimbursement for clinical services. The representative responds to patient questions and requests, resolves them when possible, or refers them to the appropriate department. Extensive training, including Electronic Health Record (EHR) training, is provided. The team works in a fast-paced, collaborative environment to help patients navigate their healthcare journey. This is a part-time position with evening hours on Tuesdays, Wednesdays, and Fridays from 3:00 p.m. to 8:30 p.m. The role includes patient registration, payment processing, document handling, appointment scheduling, pre-registration, insurance verification, and communication of financial clearance and payment responsibilities. Staff must protect patient confidentiality and safety, maintain accurate records, and follow department-specific procedures.

Requirements

  • High school degree or equivalent.
  • 1–3 years of related work experience.
  • Experience with computer systems, including web-based applications and some Microsoft Office applications such as Outlook, Word, Excel, PowerPoint, or Access.
  • Ability to work successfully in a fast-paced, multitasking environment where some independent decision-making is necessary.
  • Ability to process electronic information and data accurately and efficiently.
  • Must meet the employer’s influenza vaccination requirement as a condition of employment.

Nice To Haves

  • Associate’s degree.
  • Call center and/or telephone customer service experience.
  • Typing speed of 40 or more words per minute.
  • Knowledge of medical terminology.
  • Bilingual written and verbal communication skills.
  • Familiarity with EHR software.

Responsibilities

  • Register patients, explain the registration process, and respond to questions.
  • Process co-payments, co-insurance, deductibles, and balances; safeguard funds and receipts, reconcile the cash drawer, and assist with kiosk check-in.
  • Complete Medicare Secondary Payer Questionnaires and adjust patient coverage based on the results.
  • Obtain patient signatures on required consent, financial, and other clinical documents; distribute, scan, process, and record documents collected during registration.
  • Counsel patients about non-covered services and obtain signatures on Advance Notice Beneficiaries (ABNs), consents, and waivers.
  • Monitor the patient waiting area, advise patients of potential delays, and support an efficient and pleasant registration experience.
  • Respond to patient concerns and potential safety issues, recognize health conditions that could pose a risk to others, and follow established procedures to help contain risk.
  • Maintain an orderly registration desk and waiting area and secure confidential patient information.
  • Initiate scheduling using sources such as patient calls and digital messages, orders, and scheduled-order work queues.
  • Schedule, reschedule, and cancel appointments using available information sources, including questionnaires, offline materials, and subgroup searches.
  • Build working relationships with assigned clinical departments and apply their scheduling protocols correctly.
  • Stay current on scheduling protocols, use judgment, and seek management assistance when protocols do not meet patient needs.
  • Capture and verify required scheduling and registration information, including referring physician, insurance, demographic, and contact details.
  • Communicate issues that could affect appointment timeliness, accuracy, or subsequent patient care to Patient Access management.
  • When working remotely, follow confidentiality and equipment-security guidelines; maintain productivity, quality, and accuracy and communicate regularly with the Supervisor and Manager.
  • Register patients for pre-registration by capturing and verifying information needed to identify and contact them and support proper reimbursement on initial claim submission.
  • Determine, create, and assign the appropriate guarantor, including personal or family relations, workers’ compensation, third parties, behavioral health, or other applicable parties.
  • Identify records and verify insurance coverage using real-time eligibility (RTE); review insurer responses and take appropriate action.
  • Apply the appropriate guarantor and insurance to each patient visit.
  • Communicate financial clearance status, contract or self-pay status, and payment responsibility to patients; schedule patients with Financial Counseling when needed.
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