Patient Access Representative Job Description

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Patient Access Representative Job Description

Job descriptions
Healthcare and Medical

Job summary 1

We're looking for someone to join our team as a Patient Access Representative who will be responsible for timely and accurate patient registration. Interviews patients for all pertinent account information. Verify all insurance and calculates and collect patient liability amounts. Ensure that all necessary signatures are obtained for treatment. Answer any questions and explain policies clearly. Check for physician orders and attaches them to appropriate patient record to ensure the correct test is received. Print and collate any paperwork needed for each patient for distribution to the unit/department. Escorts patients to his/her area or refers patients to available escorts as needed.

Duties & Responsibilities 1

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Check for physician orders and attaches them to patient medical record to ensure that patients are receiving appropriate tests.
Choose the correct health plan and accurately research to ensure accuracy when verifying insurance.
Enter all authorization information accurately as needed.
- Follows guidelines and instructions from senior staff.
- Performs other job-related duties as assigned.
- Performs other job-related duties as assigned.

Requirements & Skills 1

High School Education/GED or equivalent: Preferred
Associate's / Technical Degree or equivalent combination of education/related experience: Preferred

Job summary 2

The Patient Access Representative is responsible for communicating with patients, participants, and staff to accurately schedule patients for prescribed procedures and gather the necessary demographic, insurance, and clinical information for the procedure.

Duties & Responsibilities 2

Gathers information from patients and enters it into the appropriate database. Seeks appropriate resources to resolve issues about the type, date, or location of prescribed procedures.
Schedules patient procedures in a manner that most efficiently utilizes the patient's time and clinical resources. Coordinates and communicates schedules.
Assists with coordination of activities related to insurance pre-certification/authorization.
- Provides counseling to the patient, participant, or their representative regarding pre-service requirements and instructions.
- Performs clerical and reception duties associated with patient registration.
- Performs other duties as assigned.

Requirements & Skills 2

High school diploma or equivalent
Frequent lifting/carrying and pushing/pulling objects weighing 0-25 lbs.
Frequent sitting, standing, walking, reaching, and repetitive foot/leg and hand/arm movements.
Frequent use of vision and depth perception for distances near (20 inches or less) and far (20 feet or more) and to identify and distinguish colors.
Frequent use of hearing and speech to share information through oral communication. Ability to hear alarms, malfunctioning machinery, etc.
Frequent keyboard use/data entry.
- Occasional bending, stooping, kneeling, squatting, twisting, and gripping.
- Occasional lifting/carrying and pushing/pulling objects weighing 25-50 lbs.
- Rare climbing.

Job summary 3

We are seeking a Patient Access Representative to join our team. The Patient Access Representative communicates with patients, participants, and staff to accurately schedule patients for prescribed procedures. Performs clerical and reception duties associated with patient registration.

Duties & Responsibilities 3

Gather necessary demographic, insurance, and clinical information from the patient and enters it into the appropriate database.
Seek appropriate resources to resolve issues about the type, date, or location of prescribed procedures.
Schedule patient procedures in a manner that most efficiently utilizes the patient's time and clinical resources.
- Coordinate and communicate schedules.
- Assist with the coordination of activities related to insurance pre-certification/authorization.
- Provide counseling to the patient, participant, or their representative regarding pre-service requirements and instructions.

Requirements & Skills 3

High school diploma or GED required.

Job summary 4

The Patient Access Representative reports directly to the Revenue Cycle manager and acts as a liaison between patients, patients' relatives, and the organization. Explains policies and procedures to patients and refer them to the proper services. Performs a variety of tasks such as switchboard operation, deposit preparation, petty cash reconciliation, charge entry and reconciliation, co-pay collection, patient registrations, and authorizations/referrals.

Duties & Responsibilities 4

Requirements & Skills 4

High School Diploma/General Educational Development (GED).
Potential exposure to diseases or infections.
Potential exposure to noise levels being uncomfortable.
Work with computers, typing, reading, or writing.
Lifting, moving, and loading less than 20 pounds.
- Continuous sitting.
- Continuous standing.
- Continuous walking.

Job summary 5

The Patient Access Representative interviews patients to obtain necessary information, prepare admitting/registration forms, gather insurance information, and perform other clerical/computer operational tasks related to the admitting of inpatients and outpatients coming into the facility at 90% accuracy. If a patient presents for an outpatient service that is typically a scheduled service, route the patient to the Scheduling Representative.

Duties & Responsibilities 5

Is responsible for the accurate registration of all patients while maintaining regulatory and functional knowledge of all information required to register patient types in a database which ensures timely & accurate reporting/billing.
Gathers related information from various sources to produce completed charts and prepare patients for any service requested by physicians.
Is responsible for the distribution of patient-related materials and maintaining the patient or designee's signature on all necessary consents, permits, financial forms, advanced beneficiary notices, Important Messages from Medicare, as well as charity applications, when applicable.
Inputs patient information into computer to produce medical record patients' labels, bracelets, face sheets, and important messages from Medicare as appropriate. Scans at the time of registration of all insurance cards, state ID, and other signed registration forms such as Notice of Privacy, Permissions, and Acknowledgments, consent for treatment, etc., as required.
Is responsible for the collection of patient owed co-pays as well as referring a patient to the financial assistance department, when applicable. End-of-day cash-out procedure applies.
Is responsible for utilizing insurance verification tools to accurately verify patients' insurance for patient walk-in services.
- Ensures the patient record is updated with accurate information and the insurance record reflects all appropriate insurance(s), appropriately prioritized in coordination with the information provided by the Verification/Authorization Representatives. (coordination of benefits)
- Is responsible for notifying the servicing department and the Verification/Authorization Representative when a patient checks in for a scheduled service with insurance information that is different from what was verified previously.
- Is responsible for notifying insurance companies that a member has been admitted to the Emergency Room, as an inpatient or an outpatient as appropriate by their insurance plan.

Requirements & Skills 5

High school diploma or GED equivalent.
One year of computer training and/or experience. Medical insurance and/or hospital registration experience preferred.
Strong attention to detail and demonstrated ability to use sound judgment in decision-making.
Excellent organizational skills with demonstrated time management skills. Ability to multi-task and prioritize.
Ability to handle high workload volume.
Ability to communicate effectively both written and verbal.
- Ability to be flexible and demonstrated ability to be adaptable.
- Knowledge of insurance coverage, billing, and medical terminology preferred.
- Can operate a computer, copy machine, switchboard, phone, and fax efficiently.

Job summary 6

The Patient Access Representative facilitates the coordinator of scheduled outpatient services and programs and is responsible for completing and verifying all registration information and collecting the patient's financial responsibility. Provides clerical support. Enters status changes in the computer. Works on routine assignments within defined parameters established guidelines, and precedents. Follows established procedures and receives daily instructions on work.

Duties & Responsibilities 6

Facilitates the patient admission and discharge process including the collection of patient information and financial data.
Performs clerical tasks such as answering phone calls and questions.
Maintains files and patient information up to date.
- Schedules and coordinates appointments with patients.
- Confirms patient appointments and gives appropriate instructions.
- Performs other job-related duties as assigned.

Requirements & Skills 6

High School Education/GED or equivalent: Preferred
Associate's / Technical Degree or equivalent combination of education/related experience: Preferred

Job summary 7

The Patient Access Representative is the first point of contact at the hospital. It serves the patient, the patient's family, and all other visitors in such a manner as to make the visit as comfortable and pleasant as possible. The Patient Access Representative facilitates the patient admission/registration flow, including such activities as patient identification; gathering demographic information; securing third-party, financial, and guarantor information, obtaining required signatures and documents, and entering admission data into the hospital information system.

Duties & Responsibilities 7

Greets all guests with a positive attitude and presents a well-groomed and professional image at all times.
Contributes to the overall effectiveness and efficiency of the department and hospital by providing outstanding customer service at all times, professionally representing the hospital, communicating with the Provider/Director regarding concerns or problems, utilizing good judgment and maintaining one’s composure in any stressful situation.
Demonstrates support for and the ability to work as part of a team on achieving departmental and organizational goals, developing positive working relationships with other team members/departments, and supporting Quality Improvement/Risk Management/Compliance efforts.
Utilizes effective and highly professional communication skills following principles of etiquette. Must be able to accurately take and relay information to and from all members of the healthcare team, patients, and visitors using verbal and written means utilizing equipment such as the telephone, e-mail, etc.
Maintains a working knowledge of available information system capabilities and performs all system applications that are required.
- Stamps assembles, completes, and processes patients’ records as indicated and keeps patient records accurately identified.
- Contributes to quality control mechanisms and increases opportunities for a “clean bill” by reconciling information systems data with registration interviews, placing appropriate online account notes regarding registration, and performing online discharges.
- Responsible for collection of all monies due for services from patients. This may include the establishment of payment arrangements before treatment. Maintains a daily cashier reconciliation of all monies received. Coordinates with Patient Financial Services in the daily balancing of all accounts and monies. Organizes bank deposits for daily deposits to reach Patient Financial Services.

Requirements & Skills 7

Job summary 8

The Patient Access Representative is responsible for receiving initial pre-registration information from the patient, physician, or physician's office.

Duties & Responsibilities 8

Performs the registration process through accurate verification of patient demographic information
Explains and completes Consent Forms, Advanced Directives Forms, MSPs, and Privacy Notices
Scans insurance cards, physician orders, and driver’s licenses. Obtains required patient/guarantor signatures.
Supplies all patients with Patient Rights brochures
- Appropriately identifies patient and confirms patient identity before placing the wristband on the patient.
- Collects copays and coinsurance by department policy.
- Uses electronic collection tools effectively and efficiently.

Requirements & Skills 8

HS/GED
Medical Terminology preferred but not required

Job summary 9

The Patient Access Representative completes an accurate patient registration for inpatient and other hospital services. Manages the inpatient bed assignment process for all admitted patients to facilitate optimal patient throughput and flow.

Duties & Responsibilities 9

Identify the correct patient for requested services using 2 patient identifiers. If the patient is pre-registered, select an appropriate patient account.
Complete an accurate registration for inpatient or other requested services; maintaining A RQA quality score at or above the minimum standard set
- Make inpatient bed assignments using established protocols; facilitate optimal patient placement and throughput
- Verify patient's insurance eligibility and benefits at the time of service; secure or verify authorization for services as required.
- Complete all required forms and documentation to ensure regulatory compliance

Requirements & Skills 9

Education: High Scholl or equivalent is required
Experience: Hospital/Insurance experience preferred
Other Skills: Excellent Customer Service Skills

Job summary 10

This position conducts professional patient interviews obtaining demographic, financial, and biographical information. The Patient Access Representative is responsible for understanding insurance terminology, obtaining information to appropriately bill payors, verifying patient insurance eligibility, confirming benefits eligibility, and gathering statistical information in compliance with federal and state regulations. Complete payment transactions by using proper negotiating techniques to professionally collect money owed by our Patients and Guarantors, including making referrals to appropriate financial resources such as payment plans and lines of credit. The Patient Access Representative is responsible for the delivery of quality performance and service excellence.

Duties & Responsibilities 10

Understands insurance terminology
Obtains information to appropriately bill payors
Verifies patient insurance eligibility
Confirms benefits eligibility
- Gather statistical information in compliance with federal and state regulations
- Completes payment transactions by using proper negotiating techniques to professionally collect money owed by our Patients and Guarantors
- Makes referrals to appropriate financial resources, such as payment plans and lines of credit

Requirements & Skills 10

Applicable Experience: Less than 1 year
Strong computer skills, critical thinking skills, and the ability to multitask in a fast-paced work environment are required

Frequently asked questions

What does a patient access representative do?

A patient access representative is a healthcare professional who is responsible for assisting patients with the process of accessing medical services. They are often the first point of contact for patients and are responsible for ensuring that patients receive high-quality care and can navigate the healthcare system effectively.

The specific duties of a patient access representative may vary depending on the healthcare facility, but generally, they include:

Scheduling appointments and procedures for patients

Registering patients and collecting personal and insurance information

Verifying insurance coverage and obtaining pre-authorization for medical services

Educating patients about their insurance coverage and financial responsibilities

Coordinating referrals to other healthcare providers or services

Providing excellent customer service to patients and their families

Maintaining accurate patient records and ensuring privacy and confidentiality

What makes a patient access representative?

To be a good patient access representative, one should possess several key qualities. Firstly, they should have excellent communication and interpersonal skills, as they will be interacting with patients and their families regularly. They should be able to provide compassionate care and be empathetic toward patients who may be experiencing stress or anxiety.

Attention to detail is also crucial, as patient access representatives are responsible for ensuring that patient information is accurate and up-to-date. They should be able to navigate complex computer systems and software applications with ease and be able to multitask effectively.

Good problem-solving skills are also important, as patient access representatives may need to address issues related to insurance coverage or patient eligibility. They should be able to work collaboratively with other healthcare professionals and be committed to providing excellent patient care.

Lastly, a good patient access representative should possess a strong work ethic, be reliable and punctual, and be able to work independently with minimal supervision. They should also be committed to ongoing learning and professional development to stay current with changes in the healthcare industry.

Olivia Powell
Recruiting expert

Last updated Sep 30

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Frequently asked questions

What does a patient access representative do?

What makes a patient access representative?

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