Position Summary:
The Patient Access Representative serves as the first point of contact for patients entering the CHC/SEIA clinic. This role is responsible for greeting patients, verifying insurance and personal information, scheduling appointments, collecting payments, and ensuring a smooth and welcoming experience. The representative plays a critical role in maintaining efficient clinic operations and delivering excellent customer service.
Essential Functions / Duties:
- Greet patients and visitors in a professional and courteous manner.
- Register patients accurately and efficiently, verifying demographic and insurance information.
- Schedule, reschedule, and cancel appointments using the clinic’s electronic health record (EHR) system.
- Ensure required patient forms are completed / signed, including Sliding Fee applications.
- Scan patient registration forms properly into the electronic practice management system.
- Collect co-pays, deductibles, and outstanding balances; provide receipts and maintain accurate records.
- Answer incoming calls, respond to inquiries, and direct calls to appropriate departments.
- Maintain confidentiality of patient information in accordance with HIPAA regulations.
- Assist patients with completing necessary forms and documentation.
- Complete Medicaid verifications for applicable next-day appointments.
- Coordinate with clinical staff to ensure timely patient flow and communication.
- Monitor and manage the waiting area to ensure a clean and organized environment.
- Responsible for managing Medicaid, Medicare, and MCO attribution lists to ensure patients are scheduled with a primary care provider.
- Ensure end-of-day daily procedures are completed prior to departing each day.
- Perform other administrative duties as assigned.
Education:
- High School diploma or equivalent, required
- One (1) year certificate from college or technical school, preferred
- Knowledge of medical terminology, preferred
Experience:
- Three (3) to six (6) months related experience and/or training
- Equivalent combination of education and experience