Patient Financial Services Representative Orthopedics

Banner Health•Glendale, AZ

12d•Onsite

About The Position

The Patient Financial Services Representative coordinates patient flow in an orthopedic medical practice. The role includes answering phones, scheduling appointments, registering patients and insurance information, obtaining required signatures, and following established procedures and standards. It also verifies insurance coverage, validates referrals and authorizations, collects patient liability, and provides financial guidance to support reimbursement. The representative accurately posts transactions at the point of service and releases information in accordance with organizational and compliance policies. The position works independently under regular supervision in a fast-paced, high-volume environment requiring multitasking, sound judgment, and prioritization. It involves frequent interaction with patients and families, physician office staff, third-party payors, care teams, management, centralized services, and health information staff.

Requirements

High school diploma/GED or equivalent working knowledge.
At least one year 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 for interacting 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

Perform patient registration and check-in, including data entry, providing information and intake forms, obtaining signatures, and generating population health summaries.
Verify insurance eligibility and benefits with payors; document findings and assist with pre-certifications, referrals, and authorizations.
Calculate and collect patient liability, explain financial policies, and provide information about available alternative payment arrangements.
Enter payments and charges, reconcile them accurately and promptly, balance the cash drawer, and prepare daily bank deposits and required paperwork.
Schedule office visits and procedures in the medical practice and external practices as needed, taking payor plan provisions into account; confirm appointments and ensure patients are prepared for visits.
Address patient concerns by phone, email, and in person, and communicate effectively with internal and external customers and teams to support patient flow.
Respond to requests for patient medical records in accordance with company procedures and state and federal laws.
Assist with patient-flow services such as escorting patients, taking vitals and patient history, assisting with treatment, distributing mail and fax information, and ordering supplies.
Prioritize work and use independent decision-making to support the appropriateness and timeliness of patient care and reimbursement processes.