PFS Representative

Banner Health

1d•Onsite

About The Position

Banner Health was recently recognized on Forbes inaugural list of America’s Dream Employers 2025, highlighting employers that prioritize workplace excellence and employee well-being. As a Patient Financial Services Representative for the Payson Family Clinic, this full-time position involves working closely with providers and schedules, interacting with patients, and answering phone calls. The role is Monday – Friday 8-5PM and may require covering the Pine Family clinic. This position is crucial for coordinating a smooth patient flow process by handling phone calls, scheduling appointments, and managing patient and insurance registration. Key responsibilities include verifying insurance coverage, validating referrals and authorizations, collecting patient liabilities, and providing financial guidance to optimize medical services reimbursement. The role also involves accurately posting patient payments at the point of service and releasing information in compliance with organizational policies. Banner Health is one of the largest nonprofit healthcare systems in the country, offering a network of hospitals, primary care centers, research facilities, and physician practices, all committed to making healthcare easier for a better life. The organization provides a comprehensive benefit package for eligible employees.

Requirements

High school diploma/GED or equivalent working knowledge.
Knowledge of patient financial services, financial, collecting services or insurance industry experience processes normally acquired over one or more years of work experience.
Ability to manage multiple tasks simultaneously with minimal supervision and to work independently.
Strong interpersonal, oral, and written communication skills to effectively interact with a wide range of audiences.
Strong knowledge in the use of common office software, word processing, spreadsheet, and database software.
Employees working at Banner Behavioral Health Hospital, BTMC Behavioral, and BUMG, BUMCT, or BUMCS in a Behavioral Health clinical setting that serves children must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment.
An Arizona Criminal History Affidavit must be 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

Performs registration/check-in processes, including data entry, providing patients with appropriate information and intake forms, obtaining necessary signatures, and generating population health summary.
Verifies insurance eligibility benefits for services rendered with payors and documents appropriately.
Assists in obtaining or validating pre-certification, referrals, and authorizations.
Calculates and collects patient liability according to verification of insurance benefits and expected reimbursement.
Explains and provides financial policies and available resources for alternative payment arrangements to patients and their families.
Enters payments/charges for services rendered and performs daily payment/charge reconciliation in a timely and accurate manner.
Balances cash drawer at the beginning and end of the day and prepares daily bank deposit with necessary paperwork sent to centralized billing for record purposes.
Schedules office visits and procedures within the medical practice(s) and external practices as necessary.
Maximizes reimbursement by scheduling patients in accordance with payor plan provisions.
Confirms patient appointments for the following day as necessary and ensures patients are properly prepared for visits.
Demonstrates proactive interpersonal communications skills while dealing with patient concerns through telephone calls, emails, and in-person conversations.
Optimizes patient flow by using effective customer service/communication skills by communicating to internal and external customers, care team, management, centralized services, and HIMS.
Assists in responding to requests for patient medical records according to company policies and procedures, and state and federal laws.
Provides a variety of patient services to assist in patient flow including escorting patients, taking vitals and patient history, assisting in patient treatment, distributing mail and fax information, and ordering supplies.
Works independently under regular supervision and follows structured work routines.
Works in a fast-paced, multi-task environment with high volume and immediacy needs requiring independent decision making and sound judgment to prioritize work and ensure appropriateness and timeliness of each patient’s care.
Retains large amounts of changing payor information/knowledge crucial to attaining reimbursement for the services provided.
Works closely with providers and schedules, works with patients, and answers phone calls.
May be asked to cover the Pine Family clinic also.