Patient Access Representative

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