Patient Access Representative

Evolve Orthopedic Partners; Town of Clifton Park (NY); On-site; USD 36,000 - 48,000; Full time

Job summary

OrthoNY is seeking a Patient Access Representative to greet patients and collect registration information, ensuring a smooth check-in and billing workflow across our clinics.

In this role, you will answer phones, verify insurance, enter data into the EMR/PM system, collect copays, and coordinate with care teams to support timely visits. Excellent customer service and strong organization are required in a fast-paced setting.

Qualifications

• High school diploma required; some higher education preferred.
• Knowledge of medical insurances preferred.
• Experience with EMR/PM systems required.
• Strong written and verbal communication and interpersonal skills.
• Highly organized with attention to detail.
• Able to multi-task in a high-volume environment.
• Valid driver’s license and vehicle for travel

Responsibilities

• Prepare appointments for the following day to ensure data accuracy, including required fields, forms, eligibility, and insurance responsibility.
• Greet patients promptly and professionally.
• Professionally answer incoming phone calls.
• Review data/forms with patients to ensure accurate EMR records.
• Collect copayments and balances.
• Operate the practice management system per standards from supervision.
• Coordinate with other departments to ensure timely processing of patient information.
• Reconcile daily payments with system batches and prepare reports.
• Schedule follow-up tests and appointments as needed.
• Print or send handouts to patients and ensure HIPAA compliance.

Skills

Customer service

Communication

Attention to detail

Multi-tasking

Education

High School Diploma

Tools

EMR/PM software

Job description

Join the OrthoNY team as a Patient Access Representative, where you'll play a key role in ensuring our patients receive exceptional care from their very first interaction. As part of our collaborative and dedicated team, you'll help create a welcoming environment, manage patient information with precision, and support smooth clinic operations.

If you’re passionate about providing top-notch service and working together to make a difference in patients' lives, we want to hear from you!

Monday-Friday 7:30am-2pm

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;
• Valid driver’s license and vehicle for needed travel

Other Information

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