Patient Access Specialist

Billings Clinic•Billings, MT

1d•Onsite

About The Position

Patient Access Specialists help ensure efficient patient access and initiate the revenue cycle at Billings Clinic. The role provides customer service by greeting and registering patients, collecting and entering accurate demographic, guarantor, insurance, clinical, and financial information, and supporting timely billing and insurance follow-up. Specialists educate patients about forms, validate insurance, coordinate required Medicaid Passport authorizations, and schedule appointments according to patient needs and provider protocols. They may provide preparation instructions for ancillary procedures and support patient enrollment in the patient portal. The position also involves collecting copayments, deposits, and account payments; maintaining and balancing operating cash and collections; posting payments to patient accounts; processing card transactions; and reviewing and correcting AccuReg edits. The specialist is expected to understand how accurate information affects clinical teams and the revenue cycle, follow organizational and departmental requirements, and support Billings Clinic’s mission, values, and service expectations.

Requirements

Must be at least 16 years of age.
Maintain competency in applicable organizational, departmental, and outside-agency standards related to the environment, employee and patient safety, or job performance.

Nice To Haves

High school diploma or GED.
Some college or healthcare-focused coursework, such as medical terminology or medical office practices.

Responsibilities

Model behaviors consistent with Billings Clinic’s mission, vision, values, code of business conduct, and service expectations, and meet organizational and departmental requirements.
Provide a positive first impression for patients and guests.
Greet and register patients and accurately enter demographic, guarantor, subscriber, and insurance information.
Initiate the revenue cycle to support timely billing and possible insurance follow-up.
Educate patients courteously about forms requiring their signatures.
Validate insurance using IntelliSource and analyze electronic responses to ensure appropriate set-ups.
Coordinate with patients, providers, and nursing staff to obtain and enter Medicaid Passport authorizations.
Schedule and coordinate appointments according to patient needs and provider protocols, including appointment type, duration, and pre-appointment requirements.
Instruct patients on preparations or restrictions for ancillary procedures when applicable.
Promote Billings Clinic’s patient portal, explain its functionality, and send electronic invitations to patients.
Collect copayments and deposits according to insurance or self-pay requirements; accept cash, checks, credit cards, and payroll deductions.
Accept payments on accounts, maintain operating cash and collections, and balance them to online records daily.
Post payments to patient accounts in the revenue cycle system and obtain electronic authorizations for credit and debit card transactions.
Schedule ancillary services when needed and involve other departments for regulatory requirements as applicable.
Review AccuReg edits and complete corrections in accordance with daily worklists.
Perform other duties as assigned or needed to meet department and organizational needs.