Patient Access Representative

About This Role

This role involves courteously greeting patients and guests, managing appointment scheduling and check-in processes, and accurately collecting patient demographic and insurance data to ensure proper reimbursement while maintaining confidentiality. The Patient Access Representative is responsible for point-of-service collections and improving patient satisfaction through professional interactions.

Responsibilities

• Greet patients and guests via telephone or in person
• Initiate appointment scheduling or complete check-in/admission process
• Obtain and verify accurate identification and demographical data for patient medical records
• Perform point-of-service collections of co-pays, deductibles, and self-pay portions
• Verify insurance via electronic verification, telephone, or web application
• Balance cash drawer daily and prepare deposit slips
• Demonstrate respect and cooperation in all staff relationships
• Adapt behavior and communication style to specific patient populations

Requirements

• Computer skills and dexterity required for data entry and retrieval
• Effective verbal and written communication skills
• Proficiency with Windows-style applications and various software packages
• Clerical skills and technical knowledge of healthcare insurance benefits
• Current knowledge of Federal, State and Local billing regulations
• Strong interpersonal skills
• Organizational, time management, and conflict resolution skills
• Excellent decision-making skills with strong attention to detail

Qualifications

• High school diploma or equivalent
• Minimum of 1 year of experience in a hospital, clinic, medical office, business services/revenue cycle, or other customer service-related environment. Experience may include front line registration, financial counseling, banking, retail, or similar roles involving direct customer or patient interaction.

Nice to Have

• Associate’s Degree
• Certification in Healthcare Access Manager (CHAM)
• Certification in Healthcare Access Associate (CHAA)
• Certification as a Medical Assistant (or other medical specialty-based certification)

Skills

* Required skills