Patient Access Rep - Clinic Float

About the role

Responsible for accurately registering patients in EMR, validating patient information, verifying insurance coverage, collecting required payments, and ensuring a best-in-class patient experience. Works under close supervision following established guidelines.

Responsibilities

• Provide courteous and appropriate customer service, advising patients on collection and billing procedures, anticipated charges, and payment responsibilities.
• Greet patients and families warmly, addressing questions and concerns in a professional manner.
• Inform patients of their rights and Advance Directives upon request.
• Accurately obtain, edit, and maintain patient and insurance information in the clinic’s computer system.
• Register patients efficiently in Epic, monitor patient flow, and manage schedules to ensure a smooth patient experience.
• Review accounts to determine patient financial responsibility and arrange payment plans to collect outstanding balances.
• Assist patients with access to government and community resources to enhance healthcare access.
• Collaborate with physicians, nurse practitioners, and nursing staff to ensure timely referrals in accordance with payor requirements.
• Facilitate patient access to information, including MyChart.
• Update patient records and enter charges accurately.
• Process documentation related to patient referrals and schedule/reschedule appointments to maintain effective patient flow.
• Perform clerical duties such as answering phones, retrieving medical records, and typing memorandums efficiently.
• Maintain accurate filing of patient charts and information for easy retrieval.
• Research and resolve claim edits, denials, and billing discrepancies within 2 days of notification.
• Review diagnosis and procedure codes for accuracy and enter data into the system at the point of service.
• Verify and collect patient payments for services rendered 100% of the time, reconciling daily cash funds and account balances.
• Maintain knowledge of health plans, including co-pays, deductibles, and co-insurance.
• Manage cash securely and in accordance with established policies to ensure accurate crediting to patient accounts.
• Meet site collection goals.
• Act as a backup for other clinic staff as needed and support clinic, hospital, and health system initiatives.
• Provide training and orientation for other team members when assigned.

Qualifications

• 6 months of experience in a customer service or front desk role, or graduation from a front office/medical office program.
• A Bachelor’s degree may substitute for experience.
• High School Diploma or equivalent.

Skills

• Professional demeanor and excellent customer service skills.
• Ability to multi-task and think critically.
• Demonstrated computer literacy.
• Ability to learn and demonstrate proficiency in Epic during the introductory period.