Patient Access Advocate - Open Door Clinic

Cone Health; Burlington (NC); On-site; USD 36,000 - 48,000; Full time

Job summary

Cone Health is seeking a Patient Access Advocate to be the first point of contact in our front office. You will guide patients through registration, verify demographics and insurance, and ensure accurate information for billing and scheduling.

You will follow procedures for co-pays and payments, manage calls and messages, and support scheduling, pre-certifications, and paperwork. The role emphasizes a welcoming guest experience and adherence to service standards.

Qualifications

• Required: High School Diploma or equivalent.
• Preferred: Graduate of a certified medical office training course.
• Preferred: Customer service, administrative 6 months medical office.

Responsibilities

• Assist patients through the registration process verifying demographics and insurance information for accuracy in payment processing and billing.
• Follow protocols for collecting and posting co-pays, payment processing and review of records for bad debt.
• Adheres to No Surprise Act.
• Maintain accurate cash drawer and prepare daily deposits and follow practice close processes.
• Follow scheduling guidelines for single clinic and return referrals and testing appointments.
• Handle incoming calls, messages, voice mail and email and coordinate follow-up where needed.
• Obtain pre-certification as needed and notify pre-cert coordinator for follow up.
• Create a positive guest experience through adherence to Steps of Service protocols.
• Provide general clerical support (papers, records, faxes, scans, filing, mails new patient packets, contact new patients day before scheduled appointment).
• Adhere to no show policy, send letters and documents for no-shows in a timely manner.
• Performs other duties as assigned.

Skills

Customer service

Administrative tasks

Education

High School Diploma or equivalent

Certified medical office training course

Job description

The role of the Patient Access Advocate is vital to our front office operations. As the first point of contact, the role is responsible for creating a welcoming environment for all internal and external customers and ensuring all pre and post appointment tasks are completed with accuracy and efficiency.

Essential Job Function:

• Assists patients through the registration process verifying patient demographics and insurance information to ensure accuracy for payment processing and insurance billing.
• Follows established protocols for collecting and posting co-pays, payment processing and review of records for bad debt.
• Adheres to No Surprise Act.
• Responsible for maintaining accurate cash drawer and preparing daily deposits and following practice close processes.
• Follows practice scheduling guidelines for single clinic.
• Returns referral and testing appointments.
• Follows office procedures for incoming calls, messages, voice mail and email and coordinates follow up where needed.
• Obtains pre-certification as needed and notifies pre-cert coordinator for follow up.
• Creates a positive guest experience through adherence to Steps of Service protocols.
• Provides general clerical support for the practice to include handling paperwork, medical records, faxes, scans, filing, typing, mails new patient packets and contacts new patients the day before their scheduled appointment.
• Adheres to no show policy, send letters and documents no shows in a timely manner.
• Performs other duties as assigned.

Education:

• Required: High School Diploma or equivalent.
• Preferred: Graduate of a certified medical office training course.

Experience:

• Preferred: Customer service, administrative 6 months medical office.