Patient Financial Services Representative

Banner Health•Sun City, AZ
•Onsite

About The Position

The Patient Financial Services Representative is the first point of contact for patients and visitors at the front desk of Banner Medical Group’s Sun City West Endocrinology clinic. The role coordinates patient flow and supports a positive patient experience by answering phones, scheduling appointments, registering patients, verifying insurance, collecting patient liability, and providing financial guidance. The representative also posts payments and charges, reconciles daily transactions, assists with medical-record requests, and provides other patient-flow support. The position works independently under regular supervision in a fast-paced, high-volume setting and requires sound judgment, effective communication, and the ability to retain changing payor information. The position is located at Banner Medical Group Sun City West Endocrinology, 14416 W. Meeker Blvd C, 300, Sun City West, Arizona 85375. The schedule is Monday through Friday, 8:30 a.m. to 5:00 p.m.

Requirements

  • High school diploma, GED, or equivalent working knowledge.
  • Knowledge of patient financial services, financial or collection services, or insurance industry processes, normally acquired through one or more years of work experience.
  • 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

  • Work 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 verification, and assist with obtaining or validating pre-certifications, referrals, and authorizations.
  • Calculate and collect patient liability based on insurance benefits and expected reimbursement; explain financial policies and alternative payment resources to patients and families.
  • Enter payments and charges, complete timely and accurate daily reconciliation, balance the cash drawer, and prepare daily bank deposits with required paperwork.
  • Schedule office visits and procedures within the medical practice and external practices as needed, following payor plan provisions to maximize reimbursement; confirm appointments and ensure patients are prepared for visits.
  • Address patient concerns by telephone, email, and in person, and promote patient flow through effective communication with internal and external customers, care teams, management, centralized services, and HIMS.
  • Assist with patient medical-record requests in accordance with company procedures and applicable state and federal laws.
  • Support patient flow through tasks such as escorting patients, taking vitals and patient history, assisting with treatment, distributing mail and fax information, and ordering supplies.
  • Prioritize work independently in a fast-paced, multi-task environment to support the appropriateness and timeliness of patient care.
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