About The Position

The Patient Access Specialist receives and interviews patients to collect and verify demographic and financial information. The role verifies insurance coverage, initiates pre-authorization when required, communicates estimated financial responsibility, and collects payments or arranges payment terms. The specialist performs assigned duties courteously and professionally and may perform business office functions. This is a non-management position reporting to a supervisor, manager, director, or executive.

Requirements

  • High school diploma or equivalent, or a post-high-school diploma/highest degree earned.
  • Two years of experience in admissions, billing, collections, insurance, and/or customer service.
  • Basic computer skills, including word processing, spreadsheets, databases, and data entry.
  • Knowledge of office equipment such as fax machines and copiers.
  • Mathematical skills.

Nice To Haves

  • Registration and scheduling experience.
  • Familiarity with medical terminology.

Responsibilities

  • Interview patients or other appropriate sources, in accordance with HIPAA guidelines, to obtain financial, demographic, and employment information; enter and update records in the computer database, check Sovera for the most recent insurance card, scan documents, and follow up on missing information.
  • Verify insurance coverage and benefits through online eligibility tools or telephone inquiries, document findings, assign the appropriate insurance plan, and ensure insurance priorities meet third-party and coordination-of-benefits requirements.
  • 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, issue receipts, work toward collection goals, maintain cash funds and verification logs, and make daily deposits according to departmental policies and procedures.
  • Prepare and distribute required reports, documents, and patient identification items, including privacy notices, patient rights materials, schedules, productivity logs, collection reports, patient armbands, and patient valuables.
  • Explain patients’ estimated financial responsibility and request payment before or at the time of service; refer patients who need extended payment terms or financial assistance to the appropriate programs.
  • Perform other duties as assigned.
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