About The Position

The Patient Access Representative provides customer service to patients and helps create a welcoming and safe experience in person and by phone. The role includes patient registration, appointment scheduling, coordination with clinical staff and providers, and support for related administrative and financial processes. Additional duties may include chart preparation, patient financial assistance, telemedicine coordination, appointment reminder calls, hospital admission support, and general office tasks.

Requirements

  • One year of work experience; experience in a medical office setting is preferred.
  • Customer service skills are essential.
  • Six months of customer service experience is desired.
  • High school diploma or equivalent is preferred.
  • Post-secondary education is helpful.
  • Medical terminology is helpful.
  • BLS certification may be required for certain locations or settings.

Nice To Haves

  • Medical office experience.
  • Post-secondary education.
  • Knowledge of medical terminology.
  • Six months of customer service experience.

Responsibilities

  • Greet patients and verify demographic information.
  • Create, scan, and route documents or electronic forms; explain documents and obtain required signatures.
  • Establish and assign financial responsibility, assist with payment arrangements, and follow applicable policies and procedures.
  • Collect co-payments, pre-payments, and payments on account balances.
  • Work registration queues to resolve registration errors or denied insurance claims, as needed.
  • Coordinate and schedule appointments with nursing teams and providers to meet patient needs and coordinate provider schedules.
  • Obtain and coordinate referrals and conduct pre-authorization.
  • Arrange interpreter services.
  • Check patients in and out.
  • Operate a multi-line phone.
  • Resolve work queue issues, manage recall lists and waitlists, and serve as a switchboard operator by calling codes and paging providers, as needed.
  • Prepare and coordinate charts and organize supporting provider documents.
  • Initiate and collaborate on patient financial assistance.
  • Track patient visits and manage health information on patient accounts.
  • Compile, distribute, administer, and score assessments.
  • Coordinate telemedicine appointments and make appointment reminder calls.
  • Assist with hospital admissions and office duties such as copying and faxing.
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