Patient Access Specialist

• Perform admitting duties for all patients admitted for hospital services
• Assign accurate medical record numbers (MRNs)
• Complete medical necessity and compliance checks
• Provide patient instructions and collect insurance information
• Receive and process physician orders
• Use overlay tools while providing excellent customer service
• Operate the telephone switchboard for incoming, outgoing, and inter-office calls
• Meet assigned point-of-service goals
• Use quality auditing and reporting systems to correct accounts
• Conduct account audits and ensure forms are completed accurately and timely
• Provide statistical data to Patient Access leadership
• Pre-register patient accounts before visits
• Make inbound and outbound calls to obtain demographic, insurance, and other patient information
• Collect point-of-service payments and past-due balances, including payment-plan options
• Explain consent forms and obtain required signatures and witness names
• Explain and distribute patient education and regulatory documents
• Review insurance eligibility responses and select applicable insurance plan codes
• Enter benefit data to support point-of-service collections and billing processes
• Screen medical necessity using Advanced Beneficiary Notice (ABN) software
• Distribute and document ABNs and other designated forms and pamphlets

Associate Specialist, Patient Access

• Practice the Patients First philosophy and provide exceptional customer service
• Respond to patient questions and concerns and escalate extraordinary issues as necessary
• Maintain patient confidentiality in accordance with HIPAA regulations
• Identify and collect accurate patient demographic information
• Schedule and direct patients through Northwestern Medicine systems
• Reach out to patients to schedule appointments
• Perform medical necessity checks for scheduled services and communicate options when appointments fail
• Inform patients about issues securing financial accounts
• Complete out-of-pocket estimates upon request
• Provide training and education as needed
• Manage schedules and complete assignments on time
• Cross-train between departments to ensure coverage
• Participate in quality assurance reviews of patient data
• Resolve service breakdowns using service recovery skills
• Communicate physician referral, insurance referral, and consultation information
• Collect authorization numbers in appropriate systems
• Collaborate across units and departments and resolve operational issues
• Verify or print patient orders using online retrieval systems
• Verify insurance eligibility and benefit levels using online tools or phone
• Complete accurate handoff instructions and notes in Epic
• Run real-time eligibility checks and follow out-of-network policies
• Send descriptive, grammatically correct Epic messages and telephone encounters
• Prevent visit issues by verifying tests, preparation requirements, scheduling conflicts, time, location, and order retrieval
• Ensure complete registration data and update patient information
• Analyze account activity, identify problems, and initiate resolutions
• Suggest process improvements and participate in quality improvement activities
• Monitor registration, scheduling, and insurance verification against quality standards
• Act as a training resource for new staff and coworkers
• Perform other duties assigned by management

• Perform admitting duties for all patients admitted for hospital services
• Assign accurate MRNs and complete medical necessity and compliance checks
• Provide patient instructions and collect insurance information
• Receive and process physician orders and use an overlay tool
• Operate the telephone switchboard and relay incoming, outgoing, and inter-office calls
• Meet point-of-service goals and provide compassionate customer service
• Use quality auditing and reporting systems to correct accounts
• Conduct account audits and provide statistical data to Patient Access leadership
• Pre-register patient accounts before visits
• Make inbound and outbound calls to obtain demographic, insurance, and financial liability information
• Collect point-of-service collections and past-due balances, including payment plan options
• Explain and obtain signatures for consent and treatment forms
• Distribute patient education documents and required forms
• Review insurance eligibility and select applicable insurance plan codes
• Enter benefit data to support point-of-service collections and billing processes
• Screen medical necessity using ABN software and distribute and document ABNs and other designated forms

• Practice the Patients First philosophy and provide high standards of customer service
• Respond to patient questions and concerns, escalating extraordinary issues as necessary
• Maintain patient confidentiality under HIPAA regulations
• Identify and collect patient demographic information
• Schedule and direct patients through Northwestern Medicine systems
• Contact patients to schedule appointments
• Perform medical necessity checks and communicate options when appointments fail
• Inform patients about financial account issues and provide out-of-pocket estimates
• Provide training and education as needed
• Complete tasks and assignments on schedule
• Cross-train between departments to ensure coverage
• Participate in quality assurance reviews of patient data
• Resolve service breakdowns using service recovery skills
• Communicate physician referrals, insurance referrals, and consultation information
• Collect authorization numbers in appropriate systems
• Collaborate across units and departments to resolve operational issues
• Verify or print patient orders using online retrieval systems
• Verify insurance eligibility and benefit levels using online tools or telephone
• Document accurate handoff instructions and notes in Epic
• Run real-time eligibility checks and follow out-of-network policies
• Prevent visit issues by double-checking tests, preparation requirements, scheduling conflicts, time, location, and order retrieval
• Complete and update patient registration data
• Analyze account activity and initiate resolutions
• Suggest and participate in process and quality improvements
• Monitor registration, scheduling, and insurance verification against quality standards
• Serve as a training resource for new staff and coworkers
• Perform other duties assigned by the manager

• Practice the Patients First philosophy and maintain high customer service standards
• Respond to patient questions and concerns and escalate extraordinary issues
• Maintain patient confidentiality under HIPAA regulations
• Identify and collect patient demographic information
• Schedule and direct patients through Northwestern Medicine systems
• Contact patients to schedule appointments
• Perform medical necessity checks and communicate options when appointments fail
• Inform patients about financial-account issues and provide out-of-pocket estimations
• Provide training and education as needed
• Manage schedules and complete assignments on time
• Cross-train across departments to ensure coverage
• Participate in quality assurance reviews and quality improvement activities
• Resolve service breakdowns using service recovery skills
• Communicate physician referral, insurance referral, consultation, and authorization information
• Collaborate with hospital departments, physician offices, and internal customers
• Retrieve orders and verify insurance eligibility and benefit levels using online systems and phone calls
• Complete accurate handoff instructions and Epic notes
• Run real-time eligibility checks and follow out-of-network policies
• Prevent patient-visit issues by verifying tests, preparation requirements, timing, location, orders, and duplicate records
• Complete and update patient registration data
• Monitor registration, scheduling, and insurance verification against quality standards
• Analyze account activity and initiate resolutions
• Suggest process improvements and act as a training resource for staff

• Practice the Patients First philosophy and deliver high standards of customer service
• Respond to patient questions and concerns and escalate extraordinary issues
• Maintain patient confidentiality under HIPAA regulations
• Identify and collect patient demographic information
• Schedule and direct patients through Northwestern Medicine systems
• Contact patients to schedule appointments
• Perform medical necessity checks and communicate options when appointments fail
• Inform patients about financial-account issues and provide out-of-pocket estimates
• Provide training and education as needed
• Manage schedules and complete assignments on time
• Cross-train across departments to ensure coverage
• Participate in quality assurance reviews of patient data
• Resolve service breakdowns using service recovery skills
• Communicate physician referral, insurance referral, and consultation information
• Collect authorization numbers and support interdepartmental communication
• Verify or print patient orders using online retrieval systems
• Verify insurance eligibility and benefits using online tools or telephone
• Complete handoff instructions and Epic notes for scheduling staff
• Run real-time eligibility checks and follow out-of-network policies
• Send accurate Epic messages and telephone encounters
• Prevent visit issues by verifying tests, preparation, timing, location, and duplicate records
• Complete and update patient registration data
• Analyze account activity and initiate resolutions
• Suggest process improvements and participate in quality improvement activities
• Monitor registration, scheduling, and insurance verification against quality standards
• Support onboarding and coworkers with process and workflow information
• Perform other duties assigned by management

• Perform patient access specialist duties
• Work remotely from the Chicago, Illinois area
• Work the day shift (1st shift)

• Practice the Patients First philosophy and provide high standards of customer service
• Respond to patient questions and concerns, escalating extraordinary issues when necessary
• Maintain patient confidentiality under HIPAA regulations
• Identify and collect accurate patient demographic information
• Schedule and direct patients through Northwestern Medicine systems
• Contact patients to schedule appointments
• Perform medical necessity checks and communicate options when appointments fail
• Inform patients about issues securing financial accounts
• Complete out-of-pocket estimates when requested
• Provide training and education as needed
• Manage schedules and complete assignments on time
• Cross-train across departments to ensure coverage
• Participate in Quality Assurance reviews of patient data
• Resolve service breakdowns using service recovery skills
• Communicate physician referral, insurance referral, and consultation information
• Collect authorization numbers in appropriate systems
• Collaborate across units and departments to resolve operational issues
• Verify or print patient orders using online retrieval systems
• Verify insurance eligibility and benefit levels using online tools or by phone
• Complete handoff instructions and notes in Epic
• Run real-time eligibility checks and follow out-of-network policies
• Send accurate Epic Messages and telephone encounters
• Double-check tests, preparation requirements, scheduling conflicts, locations, and orders
• Prevent duplicate patient records and maintain complete registration data
• Analyze account activity and initiate appropriate resolutions
• Suggest and implement process improvements
• Monitor registration, scheduling, and insurance verification against quality standards
• Act as a training resource for new staff and coworkers

• Practice the Patients First philosophy and maintain high customer service standards
• Respond to patient questions and concerns, escalating extraordinary issues to the Team Lead or Operations Coordinator
• Maintain patient confidentiality under HIPAA regulations
• Provide exceptional customer service and create a positive first impression
• Identify and collect accurate patient demographic information
• Schedule and direct patients through Northwestern Medicine systems
• Contact patients to schedule appointments
• Perform medical necessity checks and communicate options when appointments fail
• Inform patients about issues securing financial accounts
• Complete out-of-pocket estimations
• Provide training and education as needed
• Manage schedules and complete tasks on time
• Cross-train between departments to ensure coverage
• Participate in quality assurance reviews of patient data
• Resolve service breakdowns using service recovery skills
• Communicate physician referral, insurance referral, and consultation information
• Collect authorization numbers in applicable systems
• Collaborate across units and departments to resolve operational issues
• Verify or print patient orders using online retrieval systems
• Verify insurance eligibility and benefits using online tools or telephone
• Document accurate handoff instructions and notes in Epic
• Run real-time eligibility checks and follow out-of-network policies
• Send descriptive and grammatically correct Epic messages and telephone encounters
• Prevent patient-visit issues by checking tests, preparation requirements, scheduling conflicts, time, location, and duplicate records
• Collect and verify the minimum registration data set
• Analyze account activity and initiate appropriate resolutions
• Suggest process improvements and participate in quality improvement activities
• Monitor registration, scheduling, and insurance verification against quality standards
• Act as a training resource for new staff and coworkers
• Perform other duties assigned by management

• Practice the Patients First philosophy and provide exceptional customer service
• Respond to patient questions and concerns, escalating extraordinary issues to the Team Lead or Operations Coordinator
• Maintain patient confidentiality under HIPAA regulations
• Identify and collect accurate patient demographic information
• Schedule and direct patients through Northwestern Medicine systems
• Contact patients to schedule appointments
• Perform medical necessity checks and communicate options when appointments fail
• Inform patients about issues securing financial accounts
• Complete out-of-pocket cost estimates
• Provide training and education as needed
• Manage schedules and complete assignments on time
• Cross-train between departments to ensure coverage
• Participate in Quality Assurance reviews
• Resolve service breakdowns using service recovery skills
• Communicate physician referral, insurance referral, and consultation information
• Collect authorization numbers in appropriate systems
• Collaborate across units and departments and attend relevant meetings
• Use online order retrieval systems and verify or print patient orders
• Verify insurance eligibility and benefit levels using NDAS, ASF, online tools, or phone
• Document accurate handoff instructions and notes in Epic
• Run real-time eligibility checks and follow out-of-network policies
• Send accurate Epic Messages and telephone encounters
• Prevent patient-visit issues by verifying tests, preparation, schedules, locations, and duplicate records
• Complete and update patient registration data
• Analyze account activity and initiate problem resolutions
• Suggest and implement process improvements
• Monitor registration, scheduling, and insurance verification against quality standards
• Serve as a training resource for new staff and coworkers
• Perform other duties assigned by management