About The Position

This position schedules and financially clears patients for outpatient, inpatient, and recurring procedures in a continuous workflow. The representative schedules a range of services and completes registration tasks, including ABNs, patient liability estimates, financial counseling, and collections for scheduled services. The role verifies insurance, obtains critical patient information, and provides financial counseling before the date of service. The representative receives and schedules valid physician orders using computerized scheduling systems, enters patient information, maintains records, and documents rescheduled appointments. The role prioritizes daily work, helps resolve scheduling and financial-clearance issues, and may educate patients about services and procedure preparation. It also involves explaining insurance benefits and estimates, collecting patient responsibility, assisting with payment plans or financing, answering telephone inquiries, and potentially obtaining or validating authorizations. The position participates in training and workflow or patient-experience improvement efforts and follows organizational policies.

Requirements

  • High school diploma or GED.
  • Patient Access or medical/health registration experience.
  • Proficiency typically achieved through two years of experience as a registration representative, auditor, in medical office operations, and/or in healthcare insurance and billing.
  • Business skills and experience in the assigned work area.
  • Detail orientation and ability to manage priorities while maintaining high productivity with minimal errors.
  • Advanced ability to use common office, word-processing, spreadsheet, and database software.
  • Ability to manage multiple tasks simultaneously with minimal supervision and work independently.
  • Excellent organizational, human relations, and communication skills.

Nice To Haves

  • Associate’s degree in Business Management or equivalent.
  • CRCR and/or CHAA certification.
  • Additional related education and/or experience.

Responsibilities

  • Receive complete and valid physician orders and schedule outpatient, inpatient, or recurring procedures using computerized scheduling systems.
  • Account for physician preferences and patient needs related to diagnosis or age, and resolve scheduling conflicts as needed.
  • Enter required patient information in the scheduling system; prepare charts, manage files within regulatory requirements, and document rescheduled appointments.
  • Prioritize daily workload, coordinate with ordering providers or payers to financially clear accounts before service, and maintain productivity standards.
  • Educate patients or their agents about services and procedure preparation when needed, answer questions, and refer questions to clinical staff when appropriate.
  • Verify and explain insurance benefits, create patient estimates, educate patients about benefits and estimates, and collect patient responsibility.
  • Assist patients with financing options or payment plans and follow escalation protocols for accounts that do not meet financial-clearance standards.
  • Meet individual monthly collection targets established by management.
  • Provide positive, professional, and timely telephone service to patients and other callers.
  • Obtain and/or validate authorizations for scheduled procedures when required.
  • Complete or attend training, education sessions, and facility department meetings within organizational guidelines.
  • Recommend workflow and patient-experience improvements and participate in strategy sessions when applicable.
  • Perform other duties as assigned by management.

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
  • 401(k) with company match
  • 403(b)
  • Tuition aid
  • Pet insurance
  • Medical and financial wellness plans
  • ID theft protection
  • Life insurance
  • Legal coverage
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