Patient Financial Access Facilitator

Yale New Haven Health•Greenwich, CT

About The Position

The Patient Financial Access Facilitator manages patient check-in, check-out, registration, and scheduling processes. The role obtains and updates patient demographic and financial information using multiple applications, ensuring timely processing of visits and accurate patient identification in accordance with Red Flag procedures. The facilitator stays current on insurance changes and managed care requirements, accurately enters insurance information to meet billing requirements, verifies insurance eligibility, identifies and collects copay balances, and initiates funding referrals when appropriate under departmental policy. The position supports a positive patient experience by following department customer-service protocols and YNHHS Standard of Professional Behaviors. It works with clinical staff to schedule appointments according to facility schedules, staff availability, and patient needs, and supports organizational and departmental goals by following established procedures and identifying opportunities to improve Patient Access activities.

Requirements

High school diploma or GED.
One to two years of work experience in a customer-service environment is preferred, preferably in a hospital or physician office, with emphasis on registration, third-party insurance verification, and financial clearance involving medical insurance and eligibility requirements.
Self-directed, well organized, and able to demonstrate strong interpersonal and team-oriented skills.
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 appropriate intervention with partnering with clinical staff to support high-quality patient care.
Spanish-speaking ability is required for positions in the PCC.

Nice To Haves

Associate degree preferred.
Customer-service experience in a hospital or physician office, especially involving registration, third-party insurance verification, and financial clearance.

Responsibilities

Initiate and complete patient visit information according to department protocols, collecting necessary demographic and insurance information.
Schedule appointments accurately and promptly according to department standards, coordinating with clinical staff, facility schedules, staff availability, and patient needs.
Obtain and document financial information accurately, understand third-party payers, and complete insurance entry to support proper reimbursement and billing requirements.
Verify insurance eligibility, identify and collect copay balances, and initiate funding referrals when appropriate under departmental policy.
Follow customer-service guidelines and support a positive patient experience when receiving patients, physicians, and visitors.
Use Health System and department resources effectively to support the patient experience.
Participate in designated committees, staff meetings, and workgroups, and attend in-service sessions to support team building and communication.
Perform duties in accordance with established policies and procedures.
Perform other duties as assigned by the supervisor.
Identify and recommend opportunities to improve Patient Access activities.