Patient Financial Services Representative

Sun City West, Arizona – Banner Medical Group's Orthopedics Clinic

About the role

Step into a rewarding Patient Financial Services role where you'll support a dynamic team of providers. As the financial navigator for our patients, you'll manage the complete registration, check-in, and check-out process while providing clear guidance on insurance coverage, referrals, and authorizations. You'll serve as a trusted advisor, helping patients understand their financial responsibility and maximizing reimbursement efforts through expert insurance verification and collections. This role combines essential administrative skills—including appointment scheduling, point-of-service posting, and compliance management—with meaningful patient interaction that directly impacts their healthcare journey.

Responsibilities

• Performs registration/check-in processes, including data entry, providing patients with intake forms, obtaining necessary signatures, and generating population health summaries.
• 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 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 accurately and timely.
• Balances cash drawer at the beginning and end of the day and prepares daily bank deposit with necessary paperwork.
• Schedules office visits and procedures within the medical practice(s) and external practices as necessary, maximizing reimbursement by scheduling patients in accordance with payor plan provisions.
• Confirms patient appointments for the following day and ensures patients are properly prepared for visits.
• Demonstrates proactive interpersonal communication skills while addressing patient concerns via telephone, email, and in-person conversations.
• Optimizes patient flow by communicating effectively with internal and external customers, care teams, management, centralized services, and HIMS.
• Assists in responding to requests for patient medical records according to company policies, procedures, and state and federal laws.
• Provides various patient services to assist in patient flow, including escorting patients, taking vitals, assisting in treatment, distributing mail and fax information, and ordering supplies.
• Works independently under regular supervision, following structured work routines in a fast-paced, multi-task environment with high volume and immediacy needs.

Requirements

• High school diploma/GED or equivalent working knowledge.
• Knowledge of patient financial services, financial, collecting services, or insurance industry processes, typically acquired over 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.
• Proficiency in common office software, including word processing, spreadsheet, and database applications.

Employees working in a Behavioral Health clinical setting that serves children must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain it for the duration of their employment. An Arizona Criminal History Affidavit must be signed upon hire.

Preferred Qualifications

• Work experience with Banner Health’s systems and processes.
• Previous cash collections experience.

Schedule

Monday - Friday, 7:00 AM to 3:30 PM