Patient Financial Access Facilitator-Sargent Dr

Yale New Haven Health•New Haven, CT

About The Position

The Patient Financial Access Facilitator handles patient check-in, check-out, registration, and scheduling. The role obtains and updates demographic and financial information using multiple applications, supports timely processing of patient visits, and accurately identifies patients while following Red Flag procedures. The facilitator stays current on insurance changes and healthcare-related requirements, understands insurance carrier options, and enters insurance information accurately to support billing and reimbursement. Responsibilities also include verifying insurance eligibility, identifying and collecting co-pay balances, and initiating funding referrals when appropriate under departmental policy. The role supports a positive patient experience by coordinating with clinical staff, following department and health-system policies and customer-service standards, and participating in meetings, workgroups, committees, and in-service activities. The facilitator also identifies opportunities to improve Patient Access activities and performs other duties as assigned by the supervisor.

Requirements

High school diploma or GED required.
One to two years of work experience in a customer-service environment preferred.
Self-directed and well organized, with excellent interpersonal and team-oriented skills.
Strong ability to interpret insurance benefits and apply them to hospital services.
Basic computer skills and ability to adapt to various programs and systems.
Ability to balance an appropriate level of intervention and partner with clinical staff to support high-quality patient care.

Nice To Haves

Associate degree preferred.
Experience in a hospital or physician-office setting, preferably involving registration, third-party insurance verification, financial clearance, medical insurance, and eligibility requirements.

Responsibilities

Initiate and complete patient visit information according to department protocol.
Collect necessary patient demographic and insurance information during registration.
Schedule appointments accurately and promptly according to department standards, facility schedules, staff availability, and patient needs.
Work with the clinical team to schedule appointments.
Obtain and document financial information accurately to support appropriate reimbursement.
Understand third-party payers and enter insurance information accurately to meet billing requirements.
Follow customer-service guidelines and professional behavior standards when welcoming patients, physicians, and visitors.
Use health-system and department resources to support the patient experience.
Participate in designated committees, staff meetings, workgroups, and in-service activities.
Perform functions according to established policies and procedures.
Identify and recommend opportunities to improve Patient Access activities.
Perform other duties as assigned by the supervisor.
Verify insurance eligibility, identify and collect co-pay balances, and initiate funding referrals when appropriate under departmental policy.
Accurately identify patients and follow Red Flag procedures.