DESCRIPTION OF POSITION: The patient access specialist performs administrative duties including, but not limited to: referrals, maintain provider schedules, prior authorizations for procedures/tests/medications, schedule outside procedures/testing, and performs related processing duties for all patients being served by respective clinic. Duties are performed in the EMR system as appropriate. The patient access specialist is trained in performing a wide range of skilled administrative and clerical duties SUPERVISION: Reports directly to Practice Manager RESPONSIBILITIES AND DUTIES: Knowledge of CPT coding and Medical Necessity of testing. Ensures criteria met prior to scheduling testing and/or procedures, including surgery. Greets each patient warmly and cheerfully. Knowledgeable about insurance processing and able to explain deductibles, co-insurance, co-payments, and how processing occurs. Handles incoming referrals. Answers phone with correct salutation. Takes messages when appropriate. Records all messages into electronic EMR. Verifies patient information, demographics and insurance coverage is correct. If changes are required, changes the information in the EMR. Updates and scans updated information and forms into appropriate EMR system. Scan and attach all paperwork received into EMR system and attach and send appropriately. Schedules all testing after obtaining precertification per physician checkout orders. Completes and sends medical records request per physician orders. Completes all referrals through the EMR following correct protocol. Verification of insurance should be performed when necessary. Performs other job duties as assigned. The above statements are only meant to be a representative summary of the major duties and responsibilities performed by incumbents of this job. The incumbents may be requested to perform job-related tasks other than those stated in this description.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees