Patient Financial Services Representative

Banner Health•Sun City West, AZ

3d•Onsite

About The Position

The Patient Financial Services Representative supports patient flow and financial services in a medical practice. The role manages registration, check-in, and check-out activities; schedules appointments; verifies insurance eligibility; validates referrals and authorizations; and explains patients’ financial responsibilities and available payment arrangements. The representative collects and posts payments, reconciles charges and payments, balances the cash drawer, and prepares deposits. The position also supports patient communications, medical-record requests, and other clinic activities while following organizational policies and applicable laws. The role works independently under regular supervision in a fast-paced, high-volume environment and requires sound judgment to prioritize work and ensure timely, appropriate patient care. The position is based at 14416 W Meeker Blvd, Building C #200, Sun City West, Arizona. The stated schedule is 8:30 a.m.–5:00 p.m., Monday through Friday.

Requirements

High school diploma, GED, or equivalent working knowledge.
One or more years of work experience involving patient financial services, financial or collection services, or insurance-industry processes.
Ability to manage multiple tasks simultaneously with minimal supervision and work independently.
Strong interpersonal, oral, and written communication skills to interact effectively with a wide range of audiences.
Strong knowledge of common office software, including word processing, spreadsheet, and database software.

Nice To Haves

Experience with the company’s systems and processes.
Previous cash collections experience.
Additional related education and/or experience.

Responsibilities

Complete patient registration and check-in, including data entry, providing information and intake forms, obtaining required signatures, and generating population health summaries.
Verify insurance eligibility and benefits with payors, document findings, and assist with obtaining or validating pre-certifications, referrals, and authorizations.
Calculate and collect patient financial responsibility based on insurance benefits and expected reimbursement, and explain financial policies and alternative payment resources.
Enter payments and charges, reconcile them accurately and promptly, balance the cash drawer at the beginning and end of the day, and prepare daily bank deposits with required paperwork.
Schedule office visits and procedures in the medical practice and external practices as needed, taking payor plan provisions into account to maximize reimbursement.
Confirm upcoming appointments as necessary and ensure patients are prepared for visits.
Address patient concerns by phone, email, and in person, and communicate effectively with patients, families, care teams, management, centralized services, HIMS, and other customers.
Assist with medical-record requests in accordance with company procedures and state and federal laws.
Support patient flow through activities such as escorting patients, taking vitals and patient history, assisting with treatment, distributing mail and fax information, and ordering supplies.
Prioritize work and make independent decisions in a fast-paced, multitasking environment while following structured routines and retaining changing payor information.