About The Position

The Patient Access Specialist receives and interviews patients to collect and verify demographic, financial, employment, and insurance information. The role verifies insurance coverage and benefits, assigns insurance plans, initiates pre-certification when required, and obtains necessary forms and signatures. The specialist collects payments, communicates estimated financial responsibility, and helps patients make financial arrangements or connect with assistance programs. The position also prepares and distributes reports and patient documents, maintains payment records and deposits, and performs assigned duties courteously and professionally. The role may include business office functions. Bilingual Spanish/English skills are preferred.

Requirements

  • High school diploma or equivalent.
  • Two years of experience in admissions, billing, collections, insurance, and/or customer service.
  • Basic computer skills.
  • Knowledge of office equipment such as fax machines and copiers.
  • Word processing, spreadsheet, database, data-entry, and mathematical skills.

Nice To Haves

  • Bilingual Spanish/English skills.
  • Registration and scheduling experience.
  • Familiarity with medical terminology.

Responsibilities

  • Interview patients or other sources, in accordance with HIPAA guidelines, to obtain financial, demographic, and employment information; enter accurate data, access Sovera to confirm the latest insurance card is on file, scan documents, and follow up on missing or incomplete information.
  • Verify insurance coverage and benefits online or by telephone, document verification in the system, assign the appropriate insurance plan, and ensure insurance priorities comply with third-party requirements and coordination of benefits.
  • Initiate pre-certification as required and obtain a signed waiver when required pre-certification has not yet been obtained.
  • Obtain required signatures and information on forms and documents, including consent forms, liability assignments, and waiver letters.
  • Receive payments and issue receipts; work toward collection goals, maintain cash funds and verification logs, and make daily deposits in accordance with departmental policies and procedures.
  • Prepare and distribute required reports, documents, and patient identification items, including privacy notices, patient rights materials, Medicare booklets, schedules, productivity logs, monthly collection reports, patient armbands, and patient valuables.
  • Communicate estimated financial responsibility to patients, request payment before or at the time of service, and refer patients to payment-plan or financial-assistance programs as appropriate.
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