Preregistration Specialist II
About the role
The Pre-Registration Specialist II reports to the Supervisor of Financial Clearance and possesses specialized knowledge of insurance plans and policies to help resolve complex patient accounts and inquiries. This role ensures all financial obligations are communicated clearly to patients, updated on accounts, and detailed to expedite processing in advanced practice settings and outpatient hospital departments. The specialist reviews the unauthorized report to track accounts needing authorizations, accurately identifies primary and secondary payers, and relays relevant financial information (e.g., price estimates and payment plan options) in a patient-friendly manner. This position works collaboratively with scheduling, financial counseling, and registration staff to minimize patient wait times on the day of service, and participates in training and mentoring staff members according to organizational programs.
Responsibilities
- Obtains and documents specific details related to financial clearing of patients in advance of service, including demographic, insurance, referrals, and authorizations/pre-certification when necessary
- Certifies patient demographic, insurance, and financial data collected during scheduling and pre-registration activities
- Appropriately collects and/or sets payment arrangements with patients or their representatives, scheduling payments on deposits due, which may include screening patients for enrollment in available credit option programs
- Effectively communicates with payers to determine extent of coverage, limitations, and co-payment provisions
- Maintains knowledge of and complies with each payer's requirements for verifying insurance and obtaining pre-authorizations/pre-certifications
- Documents all information obtained during pre-registration activities
- Identifies uninsured, underinsured, and low-income patients and refers them to financial staff for assistance options and other arrangements prior to patient visit
Qualifications
- H.S. Diploma/GED (Required)
- 5+ years of work experience in Patient Access or Medical Billing (Required)
Schedule
Monday through Friday, 8:00 AM to 4:30 PM with flexibility in hours based on operational need