Patient Financial Services Representative

Banner Health•Buckeye, AZ
•Onsite

About The Position

The Patient Financial Services Representative coordinates smooth patient flow by answering phones, scheduling appointments, registering patients and insurance information, obtaining required signatures, and following established processes and standards. The role verifies insurance coverage, validates referrals and authorizations, collects patient liability, and provides patients with financial guidance to support reimbursement efforts. It also includes accurately posting patients at the point of service and releasing information in accordance with organizational and compliance policies. The representative performs registration and check-in, insurance eligibility verification, payment and charge entry and reconciliation, cash drawer balancing, and preparation of bank deposits. The role schedules and confirms office visits and procedures, helps patients prepare for visits, and communicates with patients, families, care teams, management, centralized services, and other external contacts. Additional patient-flow tasks may include assisting with medical-record requests, escorting patients, taking vital signs and patient histories, assisting with treatment, distributing mail and fax information, and ordering supplies. The position works independently under regular supervision in a fast-paced, high-volume environment. It requires managing multiple tasks, using independent judgment to prioritize work, and retaining changing payor information relevant to reimbursement. The schedule is Monday, Tuesday, Wednesday, and Friday from 8:30 a.m. to 5:00 p.m., and Thursday from 10:30 a.m. to 7:00 p.m. The listed work location is 20751 W Market St, Suite 100, Buckeye, Arizona 85396.

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.
  • For employees working at the specified Banner behavioral-health facilities or behavioral-health clinical settings serving children: Arizona Fingerprint Clearance Card at hire and maintained throughout employment, and an Arizona Criminal History Affidavit signed upon hire.

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 findings, and assist with obtaining or validating pre-certifications, referrals, and authorizations.
  • Calculate and collect patient liability and explain financial policies and alternative payment resources to patients and families.
  • Enter payments and charges, reconcile them accurately and promptly, balance the cash drawer, and prepare daily bank deposits with required paperwork.
  • Schedule office visits and procedures, including scheduling in accordance with payor plan provisions, confirming appointments as needed, and ensuring patients are prepared for visits.
  • Address patient concerns by phone, email, and in person, and support patient flow through effective communication with internal and external customers.
  • Assist with requests for patient medical records according to company policies, procedures, and applicable state and federal laws.
  • Provide other patient-flow services as needed, such as escorting patients, taking vital signs and histories, assisting with treatment, distributing mail and fax information, and ordering supplies.
  • Prioritize work independently in a fast-paced, high-volume setting and retain changing payor information relevant to reimbursement.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service