About The Position

The Patient Access Specialist receives and interviews patients to collect and verify demographic, employment, and financial information. The role verifies insurance coverage and benefits, assigns appropriate insurance plans, and initiates pre-certification when required. It also collects payments, communicates estimated financial responsibility, and makes or refers patients for appropriate financial arrangements. The specialist performs assigned duties courteously and professionally and may perform business office functions. Spanish/English bilingual ability is preferred. This is a full-time, day-shift position at the Center for Pediatric Medicine West. It is a non-management role that reports to a supervisor, manager, director, or executive.

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, including fax machines and copiers.
  • Word processing, spreadsheets, database, and data-entry skills.
  • Mathematical skills.

Nice To Haves

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

Responsibilities

  • Interview patients or other sources, following HIPAA guidelines, to obtain financial, demographic, and employment information; enter accurate data, verify that the latest insurance card is on file in Sovera, scan documents, and follow up on missing or incomplete information.
  • Verify insurance coverage and benefits online or by telephone; document findings in the system, assign the appropriate insurance plan, ensure insurance priorities meet third-party and coordination-of-benefits requirements, and initiate pre-certification or obtain a waiver when required.
  • 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 according to 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 or financial-assistance programs when appropriate.
  • Perform assigned duties in a courteous and professional manner; may perform business office functions.
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