Patient Access Representative

Evolve Orthopedic Partners; City of Schenectady (NY); On-site; USD 38,000 - 48,000; Full time

Job summary

Evolve Orthopedic Partners seeks a friendly Patient Service Representative to greet patients, collect registrations, and ensure accurate data entry for all services. The role focuses on friendly, professional patient interactions and efficient processing at the front desk.

Responsibilities include scheduling, collecting copays, and coordinating with multiple departments to ensure smooth patient throughput while maintaining HIPAA standards in the EMR/PM system.

Qualifications

• EMR/PM system experience required.
• Exceptional customer service skills required.
• Excellent written, verbal and interpersonal communication.
• Highly organized with strong attention to detail.
• Ability to multi-task in a high-volume environment.
• Willingness to travel to OrthoNY locations.
• Knowledge of medical insurances preferred.
• Experience working with an EMR/PM system and medical office processes.

Responsibilities

• Prepare appointments for the following day; verify all required fields, eligibility, and insurance details.
• Greet patients promptly and professionally at check-in/out.
• Professionally answer incoming phone calls.
• Review data/forms with patients to ensure accurate records in the EMR/PM system.
• Collect copayments and balances; reconcile daily payments.
• Operate the practice management system as defined by the supervisor.
• Coordinate with other departments to ensure timely data processing and patient throughput.
• Reconcile daily payments and compile reports for daily close.
• Schedule follow-up appointments and tests as needed.
• Provide handouts or portal messages to patients as required.
• Maintain confidentiality and HIPAA compliance; secure handling of records.
• Travel to other OrthoNY locations for coverage as needed.
• Perform other duties as assigned.

Skills

Customer service

EMR/PM experience

Communication skills

Organized

Multi-tasking

Travel willingness

Education

High School Diploma

Job description

We are looking for a Patient Service Representative to join the team! We're looking for an outgoing, welcoming Patient Service Representative to be the first face our patients see!

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.