Patient Access Representative

• Register patients accurately in Epic and validate patient information
• Verify insurance coverage and collect required patient payments
• Advise patients about collection and billing procedures, anticipated charges, liability, and payment responsibilities
• Welcome patients and families and address questions and concerns
• Inform patients of their rights and Advance Directives upon request
• Monitor patient schedules and manage patient flow through the clinic
• Review accounts, determine financial responsibility, and arrange payment plans
• Assist patients with government and community healthcare resources
• Coordinate referrals with physicians, nurse practitioners, and nursing staff according to payer requirements
• Facilitate access to patient information, including MyChart
• Update patient records and enter patient charges
• Schedule and reschedule appointments
• Perform clerical duties, including answering calls, retrieving medical records, recording data, and typing memoranda
• File patient charts and referral documentation
• Research claim edits and denials and resolve discrepancies within two days
• Research billing information and resolve discrepancies within two days of receipt
• Key charges, process batches daily, and prepare bank/deposit summaries
• Review diagnosis and procedure codes and enter data at point of service
• Verify and collect patient payments, reconcile account balances and daily cash funds, and manage cash securely
• Maintain knowledge of health plans, including co-pays, deductibles, and co-insurance
• Meet site collection goals
• Provide clinic backup, support operational improvement initiatives, and provide training or orientation when assigned

Patient Access Representative – Patient Scheduling

• Register patients accurately and efficiently in Epic
• Validate and update patient and insurance information in the clinic computer system
• Verify insurance coverage and collect required payments, account balances, and outstanding balances
• Advise patients about collection and billing procedures, anticipated charges, financial responsibility, payment plans, and patient rights
• Welcome patients and families, answer questions and concerns, and facilitate access to MyChart and community resources
• Monitor patient schedules and manage patient flow; schedule and reschedule appointments
• Coordinate referrals with physicians, nurse practitioners, nursing staff, and other providers in accordance with payer requirements
• Perform clerical duties including answering telephone calls, retrieving medical records, recording data, typing memoranda, and filing patient charts
• Research claim edits, denials, billing discrepancies, and physician charge information; resolve discrepancies within required timelines
• Key charges, process batches, prepare bank/deposit summaries, review diagnosis and procedure codes, and enter point-of-service data
• Reconcile daily cash funds, securely manage payments, and meet site collection goals
• Provide backup support, support clinic and health-system operational initiatives, and provide training or orientation when assigned