Patient Access Specialist - Scheduling / Pre-Registration

Halifaxhealth; Daytona Beach (FL); On-site; USD 25,000 - 39,000; Full time

Job summary

Halifax Health in Daytona Beach, FL seeks a Patient Access Specialist for Scheduling, Pre-registration, and Registration tasks, including insurance verification and financial counseling. You will gather required documents, enter data, and manage patient balances with care and confidentiality.

Ideal candidates bring healthcare or customer service experience, proficiency in Word/Excel, and familiarity with medical terminology, with EPIC EHR experience preferred.

Qualifications

• High School Diploma or GED equivalent required; Associate's or Bachelor's degree preferred
• Two years of related work experience preferred, preferably in healthcare or customer service environment
• Familiarity with medical terminology
• Ability to accurately verify demographic information and insurance benefits
• Ability to effectively operate office equipment (fax, printer, etc.)
• Must have knowledge of Microsoft Word and Excel

Responsibilities

• Maintains scheduling knowledge for all procedures within department; works at a fast pace with attention to detail
• Schedules patient visits and ensures appointments and information are complete and accurate
• Coordinate appointments as needed with other departments; answer phones with excellent customer service
• Ensures confidentiality when handling patient charts and scheduling information
• Pre-registers patients and obtains authorizations/pre-certifications from payers as needed
• Enter data into registration systems and coordinate with departments to ensure complete records
• Collects and posts self-pay balances per guidelines and initiates financial arrangements as needed

Skills

Customer service

Communication

EPIC EHR

Microsoft Word

Microsoft Excel

Medical terminology

Confidentiality

Team collaboration

Education

High School Diploma or GED

Associate’s degree preferred

Bachelor’s degree preferred

Tools

EPIC EHR

Microsoft Word

Microsoft Excel

Job description

Day (United States of America)

Patient Access Specialist - Scheduling / Pre-Registration

The Patient Access Specialist is responsible for performing duties associated with Scheduling, Pre-registration, Registration, Insurance Verification, and Financial Counseling. Accurately schedule patients being registered for a hospital service. Obtain necessary documents required for scheduling and registration. Promote good public relations at all times, extending a positive, cooperative and supportive service to patients, families and fellow colleagues. Pre-register scheduled accounts via contact with patients, physicians or appropriate information sources. Create accurate and thorough registration records for each patient visit. Secure appropriate signatures, financial information and documents. Identify and collect patient balances. Screen for payer medical necessity requirements and benefit eligibility on appropriate accounts. Coordinate admission reservations and bed placement with nursing. Obtain insurance eligibility, benefits, authorizations, pre-certifications and referrals for inpatient and outpatient, scheduled and non-scheduled visits. Update demographic and insurance information in the system as needed. Initiate collection process by contacting patients/representatives about date of service deductibles, co-insurance and co-payments. Establish financial arrangements with patients according to policy. Act as the primary documentation source for access and billing staff. Interact in a customer-focused and compassionate manner to ensure patients and their representatives' needs are met, and they understand the hospital's financial policies.

• High School Diploma or GED equivalent required; Associate's or Bachelor's degree preferred
• Must complete Revenue Cycle Orientation courses within 6 months of hire
• Two years of related work experience preferred, preferably in healthcare or customer service environment utilizing the following skills:
• Effectively communicating with individuals from varying socio-economic backgrounds and obtaining pertinent information
• Familiarity with medical terminology
• Ability to accurately verify demographic information and insurance benefits
• Ability to effectively operate office equipment (i.e., fax machine)
• Must have knowledge of computer programs such as Microsoft® Word and Excel
• Organizational and time management skills necessary to complete multiple tasks
• Must be customer-service oriented and able to effectively communicate and build relationships with Team Members at all levels in the organization.
• Professionalism in interpersonal verbal and written communication skills with colleagues, physicians and ancillary department personnel is required
• EPIC EHR experience preferred

Scheduling Responsibilities

• Maintains a knowledge of scheduling criteria for all procedures within department.
• Works at a fast pace and maintains accuracy of details for each procedure scheduled.
• Schedules patient visits in a timely manner, ensuring that appointments along with all information are complete and accurate.
• Coordinate appointments as needed with other departments.
• Answers phone and provides excellent customer service.
• Ensures and adheres to strict confidentiality when handling patient charts, records, and scheduling information.

Pre-Registration Responsibilities

• Ensures and adheres to strict confidentiality when handling patient charts, records, and scheduling information.
• Communicates with third-party payers to obtain authorizations/pre-certifications for patients' scheduled services as needed, documenting this information in the registration system.
• Collaborates with patients, other patient access staff, the clinical departments, and referring physician offices to ensure that all necessary information is obtained from patients before their scheduled services.
• Documents all information obtained during pre-registration activities to ensure patients' accounts are complete for forwarding to other departments.
• When necessary, refers uninsured, underinsured, and low-income patients to patient financial advocates to secure financial arrangements prior to service.

Registration Responsibilities

• Enters patients into the patient tracking system upon arrival per department procedure.
• Interprets physician orders to determine service needs.
• Collects and scans physician orders or verifies that complete and valid orders are on file for each patient.
• Accurately and thoroughly collects, analyzes, and records demographic, insurance, financial, and clinical data in computer system.
• Ensures information source is appropriate.
• Reviews and explains all registration forms prior to obtaining signatures from patient or appropriate patient representative.
• Ensures patient's identification band is securely fastened upon completion of the registration.
• Collects self-pay balances per department guidelines and posts collections to system.
• Ensures that all moni