The Patient Access Representative registers, schedules, and performs related processing duties for all patients being served by respective clinic. Duties are done in Practice Management and EMR system as appropriate. As a member of the clinic team the patient access representative is trained in performing a wide range of skilled administrative and clerical duties.

EDUCATION:

• High school diploma or equivalent required.
• Knowledge and training in medical terminology, keyboarding, and computer skills preferred.
• Basic skills in Microsoft Office preferred.

EXPERIENCE:

• Previous experience preferred in the areas of scheduling.
• Computer literacy, required.

KNOWLEDGE AND SKILLS:

• Broad range of administrative and technical skills in the context of the healthcare environment.
• Impacts activities in other work areas on a frequent basis and contributes in multiple work areas.
• Make decisions based on departmental policy.
• Demonstrates critical thought process and can work independently.
• Provides feedback to assist with decision making process.
• Works well with others.
• Documents detailed information in patient chart.
• Requires listening skills to maintain cooperative associations.

PRINCIPAL JOB ACCOUNTABILITIES:

• Answers phone with correct salutation. Takes messages when appropriate.
• Records all messages into electronic EMR after completing request. If patient does not leave required information, patient access representative must call patient back in order to obtain.
• Greets each patient warmly and cheerfully.
• Verifies patient information is correct, demographics and insurance coverage. If changes are required, changes the information into the Practice Management system.
• Checks in the patient in the Practice Management system.
• Updates and scans updated information and forms into appropriate Practice Management or EMR system.
• In the event a patient does not show for scheduled appointment, a “No Show” letter must be generated in the patient chart in the EMR system. Letter should be mailed to patient. Message in the EMR should be sent to the physician of the no show.
• 3 days prior to appointment, confirmation calls should be made to the patient. Patient should be called daily until patient or family member personally confirms.
• Scan and attach all paperwork received into EMR system and attach and send appropriately.
• Collect faxes and scan if testing, distribute into boxes if appropriate.
• Collects patient co-pay and prior balances, posting to account and giving receipt.
• Checks out the patient in the EMR system. Pulls all orders from checkout function.
• Schedules all return appointments.
• Schedules all testing after obtaining precertification per physician checkout orders.
• Completes and sends medical records request per physician orders.
• Completes all referrals through the EMR following correct protocol.
• Runs and reconciles receipts following established protocol.
• Scan and attach all paperwork received into EMR system and attach and send appropriately.
• Collect faxes and scan if testing. Other than testing, distribute into boxes if appropriate.
• Is trained to perform all checkout duties.
• Verification of insurance should be performed and noted on the careslip
• Co-Pay/Balance Owed noted on the careslip.
• Performs and safely operates all equipment according to the manufacturers’ instructions and protocols.
• Able to perform administrative duties (i.e. scheduling, registration, insurance authorization, answering phone, schedule testing, refer patients as ordered by physician or mid level provider etc…).