Patient Access Representative

OrthoNY; City of Albany (NY); On-site; USD 25,000 - 30,000; Full time

Job summary

OrthoNY Albany Clinic is seeking a Patient Access Representative to greet patients and manage registrations with accuracy and courtesy.

You will collect and verify information, handle copays, coordinate with the EMR/PM system, and support multi-site coverage as needed, all while upholding HIPAA privacy and high-volume workflows.

Qualifications

• High School Diploma required, some college preferred.
• Experience with EMR/PM systems required.
• Strong customer service and communication skills.
• Ability to travel to multiple OrthoNY locations as needed.

Responsibilities

• Prepare appointments for the following day with complete forms and data.
• Greet patients promptly and professionally.
• Answer incoming phone calls.
• Review data/forms with patient for accurate EMR records.
• Collect copayments and balances.
• Operate the practice management system per policy.
• Coordinate with other departments to ensure smooth data flow.
• Reconcile daily payments and close daily batches.
• Review follow-up requirements and schedule tests as needed.
• Distribute handouts and maintain confidentiality per HIPAA.
• Maintain organized workspace and restock supplies.
• Travel to other OrthoNY locations as needed.

Skills

Customer service

Communication

Organizational skills

Multitasking

Travel readiness

Education

High School Diploma

Some college preferred

Tools

EMR/PM system

Job description

We are growing and are looking for a Patient Access Representative to join the team at our Albany Clinic!

Monday-Friday 8am-4:30pm

Description

General Description

As the first impression of our practice, the Patient Access Representative pleasantly and professionally greets all patients with a high level of positive customer service. They must accurately and efficiently collect and enter registration information needed to facilitate proper processing and payment follow-through for all services rendered.

Responsibilities

• Prepare appointments for the following day to ensure accuracy of data – to include but not limited to ensuring all required fields and forms are present and complete, eligibility has been run and benefits pulled forward, new vs. established patient status has been properly identified and insurance responsibility is accurate;
• Greets patients promptly and professionally;
• Professionally answers incoming phone calls;
• Reviews any necessary data/forms with patient to ensure accurate and complete records are in the EMR;
• Properly collects copayments and balances;
• Performs responsibilities within OrthoNY’s practice management system in a standard manner as defined by the Patient Access Supervisor/Manager;
• Works and communicates with other departments as needed to ensure timely and accurate processing of patient information and throughput to the clinic;
• Reconciles daily payments received with the system batch, ensuring proper accounting for all payments taken, accurately compiling reports and closing individual financial batches for each day;
• Reviews patient follow-up requirements on check out, making any necessary follow-up appointments as well as following proper protocols for any tests needing to be scheduled;
• Prints (or sends to patient portal) any handouts that need to be given to the patient;
• Maintains a high level of confidentiality and complies with HIPAA standards;
• Maintains a neat and organized workspace, and restocks supplies as needed;
• Travels to other offices as needed for coverage;
• Other duties as assigned.

Qualifications

• High School Diploma required; some higher education preferred;
• Knowledge of medical insurances preferred;
• Exceptional customer service skills required;
• Experience working with an EMR/PM required;
• Exceptional written, verbal and interpersonal communication skills;
• Highly organized with strong attention to detail;
• Quick thinker with ability to pivot in a fast-paced environment;
• Ability to multi-task in a high-volume environment is a must;
• Ability to travel to various OrthoNY locations if needed. Reliable transportation is essential.