Patient Access Representative, Financial Clearance

Stony Brook University; Stony Brook (NY); On-site; USD 54,000 - 61,000; Full time

Job summary

Stony Brook University Hospital in Commack, NY seeks a Patient Access Representative, Financial Clearance, to verify insurance, secure authorizations, and document financial clearance prior to services. You will communicate with clinical and operational teams and support accurate billing.

The role requires strong communication, attention to detail, and experience with EHR and billing workflows. This full-time position may require holiday shifts and offers a pathway within Revenue Cycle and

Qualifications

• Associate degree or 2+ years revenue cycle/insurance authorization experience.
• Strong medical insurance verification and benefits investigation knowledge.
• Familiarity with CPT, ICD-10, and HCPCS coding for authorization.
• Experience with EHR, practice management software, and insurance portals.
• Excellent analytical, organizational and customer service skills.

Responsibilities

• Follows policy for financial screening, referrals, and patient cost sharing.
• Verifies active insurance coverage and validity of benefits for services.
• Obtains authorization and documents financial clearance notes.
• Assists patients with financial assistance resources and questions.
• Coordinates with Utilization Management, Billing, and Registration teams.
• Maintains timely communications to secure payor requirements for approvals.

Skills

Insurance verification

Authorization management

Customer service

Analytical skills

Communication skills

Education

Associate's degree

2+ years revenue cycle experience alternative

Tools

EHR systems

Practice management software

Insurance portals

CPT/ICD-10 coding familiarity

Job description

Job Description - Patient Access Representative, Financial Clearance (2602975)

Patient Access Representative, Financial Clearance

Position Summary

The Patient Access Representative, Financial Clearance, supporting pre-registration services located in Commack, NY, is a key member of the Patient Access Services team. Acts as quality control for inpatient elective accounts, outpatient surgeries and ancillary hospital services, ensuring all pertinent demographic and insurance information is identified and accurately documented, supporting timely and efficient billing. Secures financial clearance through insurance verification, and authorization/referral validation. Communicates with multiple clinical and operational departments, ensuring documentation of third-party review registrations are complete and meet financial clearance criteria prior to service. Supports the registration areas with financial services expertise.

Patient Access Representatives are responsible for completing varied, diverse and specialized duties to support the Revenue Cycle, Compliance and Patient Experience by accurately and efficiently completing tasks in areas of Registration, Financial Screening and Verification, and patient throughput.

Qualified candidates will demonstrate excellent communication and interpersonal skills, knowledge and understanding of patient care and effectively respond to changing patient needs by making decisions based on ethical principles and adhering to our high standard of excellence.

Duties of a Patient Access Financial Clearance Representative may include but, are not limited to the following:

• Follows policy and procedure in regard to financial screening, investigation, referral authorization requirements and patient cost sharing for all scheduled hospital elective services.
• Verifies and assures all insurance coverage is active and confirms eligibility and benefits for specific service, validates proper authorization is secured for appropriate procedure, diagnoses and service location. Clearly documents notes regarding financial clearance process.
• Serves as support to patients and their family members to assure patients have access to all available financial assistance resources.
• Maintains daily contact with Utilization Management, Business office, patient registration, ancillary departments as well as physician offices to ensure all registration information is accurate and financial clearance requirements are met prior to scheduled elective services.
• Contacts referring/ordering provider in a timely manner to initiate or complete payor requirements to secure authorization approval prior to scheduled procedure.
• Utilizes computer systems/software used by the registration/scheduling department and maintains competence in policy benefit and nuisances, actively utilizes insurance web sites and other communication with insurers as required to ensure payment and patient financial care.
• Provides financial guidance and excellence in Financial Care to patients and their representatives by providing information about their health care insurance coverage and cost share responsibilities.
• Ensures compliance with HIPAA regulations, payor guidelines and healthcare industry standards.
• Utilizing various work lists, monitor and ensure registration workflow and financial clearance process is complete within prescribed time frames.
• Demonstrates a positive organizational attitude and commitment to patient experience. Maintains respectful and compassionate demeanor and provides high-quality patient centered care.

The selected candidate will be required to work some holidays.

Qualifications

Required:

• A minimum of an Associate's degree and at least 1 year of experience working in a hospital, physician practice, or healthcare setting in revenue cycle, patient access, financial counseling or insurance authorizations.

or in lieu of degree, at least 2 years of demonstrated experience in revenue cycle, patient access, financial counseling, or insurance authorizations.

• Strong background in medical insurance verification, benefits investigation, and authorization management.
• Extensive knowledge of commercial insurance, Medicare, Medicaid, managed care plans, workers' compensation, and government-funded insurance programs.
• Skilled in interpreting insurance benefits, medical necessity requirements, and payer-specific policies.
• Experience with electronic health records (EHR), practice management software, and insurance portals.
• Knowledge of CPT, ICD-10, and HCPCS coding related to authorization and insurance verification.
• Excellent analytical, organizational, and customer service skills with the ability to manage high-volume workloads while maintaining accuracy.
• Proven ability to resolve complex insurance issues, reduce authorization turnaround times, and improve reimbursement outcomes.

Preferred Quals:

• Billing experience and an understanding of Accounts Receivables.
• Previous experience as a Patient Access Representative in a medical center or hospital preferred.

• Stony Brook Medicine is a smoke free environment.Smoking is strictly prohibited anywhere on campus, including parking lots and outdoor areas on the premises.
• All Hospital positions may be subject to changes in pass days and shifts as necessary.
• This position may require the wearing of respiratory protection, which may prohibit the wearing of facial hair.
• This function/position may be designated as “essential.” This means that when the Hospital is faced with an institutional emergency, employees in such positions may be required to remain at their work location or to report to work to protect, recover, and continue operations at Stony Brook Medicine, Stony Brook University Hospital and related facilities.

Stony Brook University is committed to excellence in diversity and the creation of an inclusive learning, and workingenvironment. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, pregnancy, familial status, sexual orientation, gender identity or expression, age, disability, genetic information, veteran status and all other protected classes under federal or state laws.

If you need a disability-related accommodation, please call the University Office of Equity and Access at [phone].

In accordance with the Title II Crime Awareness and Security Act copy of our crime statistics can be viewed here.

Visit our WHY WORK HERE page to learn about the total rewards we offer.

Stony Brook University Hospital, consistent with our shared core values and our intent to achieve excellence, remains dedicated to supporting healthier and more resilient communities, both locally and globally.

Anticipated Pay Range:

The salary range (or hiring range) for this position is $54,175 - $61,010 / year.

The above salary range represents SBUH’s good faith and reasonable estimate of the range of possible compensation at the time of posting. The specific salary offer will be based on the candidate’s validated years of comparable experience.Any efforts to inflate or misrepresent experience are grounds for disqualification from the application process or termination of employment if hired.

Some positions offer annual supplemental pay such as:

• Location pay for UUP for full-time positions ($4,000).

Your total compensation goes beyond the number in your paycheck. SBUH provides generous leave, health plans, and a state pension that add to your bottom line.

Job Number: 2602975

Official Job Title : TH Instructional Support Assistant

Job Field

Administrative & Professional (non-Clinical)

Primary Location

US-NY-Commack

Department/Hiring Area : Pt Access

Schedule

Full-time

Shift

Day Shift

Shift Hours : 11a-7p

Pass Days : Sat, Sun

Posting Start Date

Sep 2, 2026

Posting End Date

Oct 3, 2026, 3:59:00 AM

Salary : $54,175 - $61,010 / year

Salary Grade : SL1