Patient Access Representative

About This Role

This role is responsible for greeting patients and guests, managing scheduling and check-in processes, and accurately collecting patient identification and demographic data. It ensures proper reimbursement by verifying insurance and handling point-of-service collections while maintaining patient confidentiality.

Responsibilities

• Greet patients and guests courteously via telephone or in person
• Initiate scheduling appointments or completing patient check-in/admission
• Obtain and verify accurate identification and demographical data for patient medical records
• Ensure accurate reimbursement by verifying insurance via electronic, telephone, or web applications
• Perform point-of-service collections and manage patient registration/admission processes
• Conduct financial analysis for each case and inform patients of financial responsibility
• Balance cash drawer daily, prepare deposit slips, and follow closing processes
• Demonstrate respect and cooperation in all staff relationships
• Adapt behavior to specific patient populations, respecting privacy and communication styles
• Ensure all required forms are completed and other paperwork/documents are accurate

Requirements

• One year of related hospital, clinic, medical office, business services/revenue cycle, front line registration, financial counseling, banking, hotel retail and/or customer service related experience
• Computer skills and dexterity for data entry and retrieval
• Effective verbal and written communication skills
• Proficient with Windows-style applications, various software packages specific to role and keyboard
• Clerical skills and technical knowledge of healthcare insurance benefits, payor guidelines, and billing regulations
• Skills to effectively present information and respond to questions from patients and customers

Qualifications

• High school diploma or equivalent
• One year of related hospital, clinic, medical office, business services/revenue cycle, front line registration, financial counseling, banking, hotel retail and/or customer service related experience

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