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Patient Access Specialist
Full Time Lady Lake, FL, US
Position Summary
The Patient Access Specialist is responsible for supporting front-end revenue cycle operations by
ensuring accurate scheduling, patient registration, check-in and check-out workflows, insurance eligibility
verification, financial clearance, and point-of-service collections. This role helps ensure patients are
properly scheduled, financially prepared, and efficiently processed during their visit.
The Patient Access Specialist works closely with clinical teams and revenue cycle leadership to maintain
accurate patient records, support smooth clinic flow, improve patient experience, and help prevent billing
delays or denials.
Duties and Responsibilities
Scheduling & Registration
- Schedule patient appointments according to provider availability, service requirements, and clinic
- Accurately collect and verify patient demographic information including address, contact
- Ensure patient registration is completed accurately within the electronic medical record (EMR) or
- Verify provider, location, and appointment type to ensure proper scheduling and resource
- Maintain scheduling accuracy to support clinic efficiency and reduce appointment errors.
- Greet patients and verify identity using appropriate patient identifiers upon arrival.
- Perform patient check-in activities including demographic verification, insurance validation, and
- Ensure completion of required forms such as consent to treat, HIPAA acknowledgement, financial
- Update patient arrival status in the EMR and coordinate with clinical staff to support efficient
- Facilitate patient check-out after the visit by scheduling follow-up appointments, diagnostic
- Provide appointment instructions and ensure patients understand next steps in their care plan.
Eligibility & Financial Clearance
- Verify insurance eligibility and benefits prior to patient services.
- Identify referral, authorization, or pre-certification requirements and escalation when necessary.
- Confirm financial clearance requirements are met prior to services to prevent billing delays.
- Communicate patient financial responsibility including copays, deductibles, and coinsurance.
- Document eligibility verification and financial clearance activities in accordance with
- Collect copays, deductibles, and outstanding balances at the time of service.
- Provide patient financial estimates when available and explain payment expectations.
- Offer payment options including payment plans or financial assistance programs when
- Accurately document and process point-of-service collections in accordance with organizational
- Assist patients with general billing questions and route complex financial inquiries to patient
- Meet productivity, accuracy, and aging targets
- Participate in audits, quality reviews, optimization and process improvement training initiatives
Performance Accountability/Key Performance Indicators
Scheduling & Registration Metrics
- Appointment utilization and scheduling efficiency
Eligibility & Financial Clearance Metrics
- Eligibility verification completion rate
- Financial clearance completion prior to service
- Preventable denial rate related to registration or eligibility errors
POS Collections & Financial Metrics
- Patient balance collection rate
Call & Patient Experience Metrics
- Call handling quality and professionalism
- Patient satisfaction and service experience
- Timeliness of patient response and follow-up
- Patient wait time and check-in efficiency
This job description summarizes the primary duties of the position and is not intended to be allinclusive. Duties may change at management’s discretion.
PATIENT ACCESS SPECIALIST JD | 3.13.2026
Qualifications and Skills
Education
- High school diploma or equivalent required
- Associate degree in healthcare administration, business, or related field preferred
Experience
- 1–3 years of experience in patient access, scheduling, registration, or healthcare front-end
- revenue cycle operations preferred.
- Experience working with electronic medical record (EMR) or practice management systems.
Knowledge & Skills
- Knowledge of insurance eligibility verification, patient financial responsibility, and point-of-service
- Strong customer service and communication skills with the ability to clearly explain financial
- Ability to manage multiple tasks in a fast-paced clinical environment while maintaining accuracy
- Understanding of healthcare privacy regulations including HIPAA.
Working Conditions
- Work area must protect the confidentiality of the work the employee is performing
- Regular use of office equipment
Physical Requirements
- Extensive and regular periods of sitting, standing, bending, walking, seeing, talking, and listening
- and an adequate visual acuity including ability to read information
- An occasional requirement to reach with hands/arms, stoop, kneel, or crouch
- An occasional requirement to push, pull, lift and/or move up to 10 pound