Patient Access and Referral Specialist I

Essential Functions, Duties, And Responsibilities

• Consistently adheres to all departmental policies and procedures
• Conducts all aspects of job in a professional and ethical manner
• Works independently with little or no supervision but uses available resources for problem resolution as indicated by circumstances or need
• Completes assignments in a timely and efficient manner
• Maintains high level of confidentiality
• Works collaboratively with team members to assure the optimal outcomes of care and service
• Utilizes departmental resources prudently and appropriately
• Uses communication methods which create and foster a positive image of the department, upholding the values of the Zufall Health
• Communicates appropriately both verbally and in writing; uses appropriate mechanisms for identifying and resolving work related issues
• Keeps manager or supervisor informed of work related issues at all times
• Performs additional duties as determined by supervisor

Interaction with Patients

• Greets patients and visitors in a prompt, pleasant, and helpful manner in person and on the telephone
• Answers the telephone and makes appointments or responds to inquiries
• Reviews all faxed clinical documents received at the health center and directs reports and medical results to the appropriate provider or distributes faxes as needed
• Receives all requests for medical records and processes, including legal requests that require preparation of an invoice
• Retrieves hard copies of old medical records and scans records into electronic medical record for all returning patients
• Communicates with the medical staff regarding patient’s visits
• Communicates with finance regarding processing of invoices for medical record copies
• Aids in printing out requisitions or other forms as needed
• Maintains patients’ confidentiality in compliance with HIPAA and other federal, state and local regulations as stated in the ZH policies and procedures manual
• Answers inquiries of patients and public in person or via telephone regarding regulations and services; when necessary, refers inquiries to appropriate person or department
• Reads, writes, speaks, understands, and communicates in English and Spanish sufficiently to perform the duties of this position

Requirements

• Knowledge of computer software programs such as Microsoft Word, and electronic medical records
• Excellent customer service skills
• Ability to work with very little supervision
• Ability to adapt quickly to unanticipated changes in workflow or work process, or frequent changes in insurances rules and coverage changes
• Ability to understand, carry out, and remember verbal and written instructions
• Learn and apply the trauma informed care principles with the scope of my position
• Bilingual English and Spanish required

Education, Training And Experience

• High School diploma required; college credit or additional education in medical field or insurance and billing courses preferred but not necessary
• Minimum of 1-year experience in customer service field
• Experience in a clinical/ambulatory care setting preferred