Patient Access Representative-Cy-Fair

Qualifications

• High school diploma/GED
• Bilingual English & Spanish
• 1-year medical office experience
• 6 months Customer Service in Medical Office (Preferred)

Essential Duties and Responsibilities

• Patient Experience & Professionalism

• Ensure all patient demographic information is reviewed, verified, and updated at every visit.

• Confirm insurance information, eligibility, and any necessary updates.

• Ensure required documents are signed by the patient, collected, and scanned appropriately at the time of check-in.

• Manages check-out tasks such as verifying charges, collecting copays or balances, scheduling follow-ups, and answering patient questions.

• Schedule appointments according to clinic guidelines.

• Communicate appointment policies clearly to patients.

• Call patients to confirm appointments for the next day.

• Answer phone calls in a courteous and professional manner.

• Relay messages to clinical and administrative staff in a timely manner.

• Follow all protocols for insurance updates to prevent claim errors and denials.

• Accurately enter and verify insurance information and PCP assignment.

• Attempt to collect copays, coinsurance, previous balances, and/or record charges.

• Process any charge entries into the EMR system.

• Clearly explain patient responsibility according to insurance benefits or sliding fee scale eligibility.

• Scan and fax provider change form to the appropriate payer on the same DOS.

• Complete all required tasks each shift without delegating duties to others.

• Adhere to established processes, even during busy periods.

• Maintain professionalism and accuracy in all data entry.

• Travel to and provide coverage at other clinic locations as needed.

• Participate in Compliance, Risk and Safety, Quality Assurance, and Performance Improvement Activities.