Patient Access Representative

Evolve Orthopedic Partners; City of Saratoga Springs (NY); On-site; USD 25,000 - 36,000; Full time

Job summary

Evolve Orthopedic Partners is seeking a Patient Access Representative to join our brand new Saratoga Springs clinic. This role handles patient greeting, data collection, and copay processing in a fast-paced medical office environment.

You will manage appointments, verify insurance details, and ensure accurate EMR entries while maintaining exceptional customer service and confidentiality per HIPAA guidelines. Regular hours Monday to Friday, on-site clinic operations.

Qualifications

• High School Diploma required; some higher education preferred.
• Experience in a professional medical office setting.
• 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.
• Ability to multi-task in a high-volume environment is a must.

Responsibilities

• Prepare appointments for the following day to ensure data accuracy and complete forms.
• Greets patients promptly and professionally.
• Answer incoming phone calls.
• Review data/forms with patients to ensure complete records in the EMR.
• Collect copayments and balances.
• Utilize the practice management system per supervisor guidelines.
• Coordinate with other departments to ensure timely processing of patient information.
• Reconcile daily payments and close daily batches with accurate reporting.
• Schedule follow-up tests or appointments as needed.
• Provide patient handouts and maintain confidentiality per HIPAA standards.
• Maintain organized workspace and restock supplies.
• Travel to other OrthoNY offices for coverage.

Skills

Customer service

Communication

Organization

Attention to detail

Multi-tasking

Education

High School Diploma

Some college / higher education preferred

Tools

EMR/PM

Job description

We are growing and are looking for a Patient Access Representative to join the team at our brand new Saratoga Springs 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;
• Experience in a professional medical office setting;
• 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;
• Ability to multi-task in a high-volume environment is a must;

Other Information

• Ability to travel to various OrthoNY locations if needed. Reliable transportation is essential.