Summary/Objective The Patient Access Specialist Floater position involves performing a variety of duties across the office, including clerical, clinical, and administrative tasks in different departments and locations as needed. Essential Functions Clerical Duties: Check in and out patients. Greet patients and visitors in a friendly manner. Accurately obtain and update demographic and insurance information using either the Phreesia Pad or manual check-in. Make copies, initial, date, and scan insurance cards. Obtain, retrieve, and verify referral information for accuracy for each patient with a managed care plan. This includes reviewing patient information and checking Navinet in advance to ensure a referral is available. Collect all co-pays and provide patients with receipts.Address patient inquiries as necessary.Schedule follow-up appointments according to the provider’s instructions. Ensure patients have all necessary forms, slips, appointments, and directions for any outside services ordered by the physician, such as lab tests or X-rays. Balance personal cash at the end of the day. Procedure Scheduler: Schedule procedures in various locations as ordered. Review procedure preparations with patients. Medical Assistant: Monitor the electronic health record (EHR) schedule for assigned doctors and others as needed to maintain an efficient patient flow. Accurately obtain patient height and weight and escort patients to the exam room. Verify patient identity by checking the name and date of birth in the electronic record. Ensure that pharmacy information is accurate in the patient's electronic record and perform medical intake on the patient. Return calls to patients as directed, conveying information to physicians in response to messages. Administrative Duties: Run reports and collect data as needed. Answer phone calls, including backline calls. Provide support to various departments and locations
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED