Patient Access Representative

Job Summary

Required Qualifications

• •High school graduate or equivalent
• •Typing skills of 25 wpm
• •Previous computer knowledge
• •Knowledge of Word and Excel programs
• •One year of related work experience
• •Excellent guest service skills
• •Communication skills
• •Multi-tasking skills
• •Demonstrates understanding of the Revenue Management Cycle
• •Demonstrates basic computer knowledge of systems and applications related to specific duties of job title
• •Demonstrates effective communication skills, both written and verbal
• •Clerical and analytical ability to be self-sufficient in performing assigned duties and maintaining confidential information
• •Knowledge of credit card machine use
• •Ability to verify demographics including address, phone number, DOB, and Social Security number
• •Ability to verify coverage through Availity
• •Ability to verify patient co-pay, co-insurance, and/or deductible amount
• •Ability to collect up-front and account payments
• •Ability to write out receipts with correct information
• •Ability to inform self-pay patients of self-pay policy and collect payment before service
• •Ability to log credit card entries
• •Ability to tally all receipts taken during the day and charge tickets
• •Ability to prepare daily deposit
• •Ability to check and balance cash drawer
• •Ability to enter correct amounts of payments including insurance payments on the AR worksheet
• •Ability to enter correct volume of the day on the patient count worksheet
• •Ability to shut down PC
• •Ability to turn on answering machine for night/weekends
• •Ability to secure the building by making sure all doors are locked and set the alarm system
• •Ability to check charge tickets for accuracy and prepare them for scanning to Edge med
• •Ability to take out mail
• •Ability to gather trash
• •Ability to read AR to assist patients making payments on their account
• •Ability to schedule appointments according to provider's protocol
• •Ability to obtain correct patient information
• •Ability to accurately enter appointments in the system
• •Ability to offer alternatives when not able to accommodate
• •Ability to verify name, date of birth, address, phone number and insurance information
• •Ability to serve as message relay between patients and providers
• •Ability to maintain strict patient confidentiality
• •Ability to maintain current information on each provider's schedule
• •Ability to monitor providers schedule for booking inefficiencies
• •Ability to restrict schedules when provider is out of the office
• •Ability to reschedule appointments when provider cancels office
• •Ability to greet patients arriving at reception desk in a prompt, courteous, and friendly manner
• •Ability to obtain correct medical record for each patient visit
• •Ability to stamp all charts with necessary stamps
• •Ability to initiate charge tickets for each patient visit
• •Ability to check all patient information for accuracy
• •Ability to place completed charge ticket with correct medical record for provider or assistant
• •Ability to obtain patient's name, date of birth and phone number
• •Ability to take concise accurate messages
• •Ability to list pharmacy and pharmacy's phone number when medication is to be phoned in
• •Ability to promptly relay messages to appropriate provider
• •Ability to tally number of patients registered daily and tickets
• •Ability to remain until all patients have been taken to exam rooms
• •Ability to leave work station neat and orderly
• •Ability to answer telephone promptly
• •Ability to show interest and concern
• •Ability to have pleasant voice
• •Ability to handle calls in a helpful and efficient manner
• •Ability to report problems or irregularities to supervisor
• •Ability to monitor area and coordinate movement of patients
• •Ability to keep waiting room neat and orderly
• •Ability to provide coverage in the absence of other employees as needed
• •Ability to move through system efficiently
• •Ability to follow appropriate protocol for all computer functions
• •Ability to follow protocol in reporting absence
• •Ability to maintain a safe work environment and adhere to safety standards established by office policy
• •Ability to correct or report safety hazards and potentially unsafe working conditions to the supervisor
• •Ability to observe and adhere to all policies related to safety, body mechanics, electrical safety, and infection control
• •Ability to consistently project a professional image through attire, conduct, and personal grooming and overall attitude
• •Ability to consistently communicate positive guest relation's behavior by showing interest, concern, appreciation, respect, and empathy when in contact with visitors, patients, families, vendors, physicians, and co-workers
• •Ability to maintain the strictest of confidentiality by maintaining the confidentiality of a patient's medical condition, medical records, and other important information
• •Ability to maintain and enforce the confidentiality of information and/or knowledge of employees' records, activities, and information about Caldwell Medical Associates
• •Ability to comply with all Caldwell Medical Associates personnel and department policies and procedures
• •Ability to get signed authorization/consent form and HIPAA privacy notice
• •Ability to correctly set up guarantor
• •Ability to correctly set up patient information
• •Ability to attach patient to correct guarantor
• •Ability to verify who is responsible for the patient's account
• •Ability to retrieve employment information
• •Ability to verify address, phone number, DOB, Social Security number
• •Ability to verify demographics
• •Ability to notify appointment staff for verification or appointment if no appointment is listed upon patient arrival for registration
• •Ability to assign literal address to correct carrier
• •Ability to set insurance up correctly with correct carrier and sequence
• •Ability to notify supervisor when insurance needs to be re-filed, if necessary
• •Ability to verify coverage through Availity
• •Ability to notify supervisor when insurance needs to be re-filed, if necessary
• •Ability to verify patient co-pay, co-insurance, and/or deductible amount
• •Ability to collect up-front and account payments
• •Ability to write out receipts with the correct information
• •Ability to inform self-pay patients of the self-pay policy and collect payment before service
• •Ability to know credit card machine use and log credit card entries
• •Ability to tally all receipts taken during the day and charge tickets
• •Ability to prepare daily deposit
• •Ability to check and balance cash drawer; maintain no overages or shortages
• •Ability to enter correct amounts of payments including insurance payments on the AR worksheet
• •Ability to enter correct volume of the day on the patient count worksheet
• •Ability to shut down PC
• •Ability to leave work station neat and orderly
• •Ability to turn on answering machine for the night/weekends
• •Ability to secure the building by making sure all doors are locked and set the alarm system
• •Ability to check charge tickets for accuracy and prepare them for scanning to Edge med
• •Ability to take out mail
• •Ability to gather trash
• •Ability to read AR to assist patients making payments on their account
• •Ability to schedule appointments according to provider's protocol
• •Ability to obtain correct patient information
• •Ability to accurately enter appointments in the system
• •Ability to offer alternatives when not able to accommodate
• •Ability to verify name, date of birth, address, phone number and insurance information
• •Ability to serve as message relay between patients and providers
• •Ability to maintain strict patient confidentiality
• •Ability to maintain current information on each provider's schedule
• •Ability to monitor providers schedule for booking inefficiencies
• •Ability to restrict schedules when provider is out of the office
• •Ability to reschedule appointments when provider cancels office
• •Ability to greet patients arriving at reception desk in a prompt, courteous, and friendly manner
• •Ability to obtain correct medical record for each patient visit
• •Ability to stamp all charts with necessary stamps
• •Ability to initiate charge tickets for each patient visit
• •Ability to check all patient information for accuracy
• •Ability to place completed charge ticket with correct medical record for provider or assistant
• •Ability to obtain patient's name, date of birth and phone number
• •Ability to take concise accurate messages
• •Ability to list pharmacy and pharmacy's phone number when medication is to be phoned in
• •Ability to promptly relay messages to appropriate provider
• •Ability to tally number of patients registered daily and tickets
• •Ability to shut down PC properly
• •Ability to remain until all patients have been taken to exam rooms
• •Ability to leave work station neat and orderly
• •Ability to adhere to departmental dress code
• •Ability to be neat and professional in attire
• •Ability to answer promptly
• •Ability to show interest and concern
• •Ability to have pleasant voice
• •Ability to handle calls in a helpful and efficient manner
• •Ability to report problems or irregularities to supervisor
• •Ability to monitor area, coordinate movement of patients
• •Ability to keep waiting room neat and orderly
• •Ability to provide coverage in the absence of other employees as needed
• •Ability to assist supervisor when needed
• •Ability to perform other duties as assigned
• •Ability to assist supervisor when needed
• •Ability to maintain a safe work environment and adhere to safety standards established by office policy
• •Ability to make every effort to correct or report safety hazards and potentially unsafe working conditions to the supervisor
• •Ability to observe and adhere to all policies related to safety, body mechanics, electrical safety, and infection control
• •Ability to consistently project a professional image through attire, conduct, and personal grooming and overall attitude
• •Ability to consistently communicate positive guest relation's behavior by showing interest, concern, appreciation, respect, and empathy when in contact with visitors, patients, families, vendors, physicians, and co-workers
• •Ability to maintain the strictest of confidentiality by maintaining the confidentiality of a patient's medical condition, medical records, and other important information
• •Ability to maintain and enforce the confidentiality of information and/or knowledge of employees' records, activities, and information about Caldwell Medical Associates
• •Ability to comply with all Caldwell Medical Associates personnel and department policies and procedures

Desired Qualifications

• •Knowledge of Word and Excel programs