Patient Access Representative

OrthoNY, LLP.; Latham (NY); On-site; USD 34,000 - 42,000; Full time

Job summary

OrthoNY, LLP. is seeking a friendly Patient Service Representative to greet patients, collect registrations, and support front-desk operations. This role focuses on accurate data entry, billing support, and coordinating with clinical staff to ensure efficient patient flow.

The position requires professional communication, HIPAA compliance, and the ability to travel to multiple OrthoNY locations as needed. Monday–Friday, 8:00am–4:30pm, with duties across reception and payment processing.

Qualifications

• High School diploma required; some higher education preferred.
• Experience with EMR/PM systems.
• Strong customer service skills.
• Excellent written and verbal communication.
• Highly organized with attention to detail.
• Ability to travel to multiple OrthoNY locations.

Responsibilities

• Prepare appointments for the following day and verify data completeness.
• Greets patients promptly and professionally; answers calls.
• Review data/forms with patient for accurate records in EMR.
• Collect copayments and balance payments.
• Operate the practice management system per SOPs.
• Coordinate with other departments to ensure smooth patient flow.
• Reconcile daily payments and generate batch reports.
• Schedule follow-up tests and appointments as needed.
• Print or portal-send patient handouts.
• Maintain confidentiality and HIPAA compliance.
• Keep workspace neat and restock as needed.
• Travel to other OrthoNY offices as required.

Skills

Customer service

HIPAA compliance

Phone etiquette

EMR/PM experience

Data entry accuracy

Multitasking

Communication skills

Education

High School Diploma

Some college or higher education

Tools

EMR/PM software

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 communicate with our patients!

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 while also providing patient support through texting. 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.