Patient Financial Services Representative

Banner Health; Sun City West (AZ); On-site; USD 42,000 - 62,000; Full time

Job summary

Banner Health in Sun City West, AZ is seeking aPatient Financial Services professional to manage the complete patient registration, check-in, and check-out processes, while guiding patients through insurance coverage, referrals, and authorizations. The role emphasizes financial navigation and maximizing reimbursement for healthcare services.

The position supports a busy clinic environment, requiring attention to detail, excellent communication, and the ability to explain patient financial

Qualifications

• Registration and check-in experience
• Insurance verification and authorizations knowledge
• Patient financial counseling capabilities

Responsibilities

• Answer phones and schedule patient appointments to ensure smooth flow.
• Verify insurance benefits and pre-certifications for services.
• Collect patient liabilities and explain financial policies and options.
• Post payments and reconcile day’s transactions with accuracy.
• Coordinate patient registration and collect signatures per policy.
• Assist with release of information and patient records as required.
• Support in-person patient flow including escorting and basic vitals where needed.

Job description

Primary City/State: Sun City West, Arizona

Department Name: SCW-PC6-Clinic

Work Shift: Day

Job Category: Revenue Cycle

Step into a rewarding Patient Financial Services role where you’ll support a dynamic team of providers. As the financial navigator for our patients, you’ll manage the complete registration, check-in, and check-out process while providing clear guidance on insurance coverage, referrals, and authorizations. You’ll serve as a trusted advisor, helping patients understand their financial responsibility and maximizing reimbursement efforts through expert insurance verification and collections. This role combines essential administrative skills-including appointment scheduling, point-of-service posting, and compliance management-with meaningful patient interaction that directly impacts their healthcare journey. If you’re detail-oriented and want to use your financial services expertise to support patients pursuing better health, this position offers the perfect blend of purpose and professional growth.

LOCATION 14416 W Meeker Blvd Bldg C # 200 Sun City West

HOURS: 8:30am-5:00pm Monday- Friday

At Banner Medical Group, you’ll have the opportunity to perform a critical role in the community where you practice. Banner Medical Group provides both primary and specialty care throughout the communities in which Banner Health operates. We do this in a variety of settings - from smaller group practices like our Banner Health Clinics in Colorado and Wyoming, to large multi-specialty Banner Health Centers in the metropolitan Phoenix area. We currently have more than 1,000 physicians and more than 3,500 total employees in our group and are seeking others to enhance our ability to deliver our nonprofit mission of providing excellent patient care.

POSITION SUMMARY

This position coordinates a smooth patient flow process by answering phones, scheduling patient appointments, providing registration of patient and insurance information, obtaining required signatures following established processes, procedures and standards. This position also verifies insurance coverage, validates referrals and authorizations, collects patient liability and provides financial guidance to patients to maximize medical services reimbursement efforts. This also includes accurately posting patients at the point of service and releasing information in accordance with organizational and compliance policies and guidelines.

CORE FUNCTIONS

1. 1. Performs registration/check-in processes, including but not limited to performing data entry activities, providing patients with appropriate information and intake forms, obtaining necessary signatures and generating population health summary.
2. 2. Verifies insurance eligibility benefits for services rendered with the payors and documents appropriately. Assists in obtaining or validating pre-certification, referrals, and authorizations
3. 3. Calculates and collects patient liability according to verification of insurance benefits and expected reimbursement. Explains and provides financial policies and available resources for alternative payment arrangements to patients and their families.
4. 4. Enters payments/charges for services rendered and performs daily payment/charge reconciliation in a timely and accurate manner. Balances cash drawer at the beginning and end of the day and prepares daily bank deposit with necessary paperwork sent to centralized billing for record purposes.
5. 5. Schedules office visits and procedures within the medical practice(s) and external practices as necessary. Maximizes reimbursement by scheduling patients in accordance with payor plan provisions. Confirms patient appointments for the following day as necessary and ensures patients are properly prepared for visits.
6. 6. Demonstrates proactive interpersonal communications skills while dealing with patient concerns through telephone calls, emails and in-person conversations. Optimizes patient flow by using effective customer service/communication skills by communicating to internal and external customers, care team, management, centralized services and HIMS.
7. 7. Assists in responding to requests for patient medical records according to company policies and procedures, and state and federal laws.
8. 8. Provides a variety of patient services to assist in patient flow including but not limited to escorting patients, taking vitals and patient history, assisting in patient treatment, distributing mail and fax information, ordering supplies, etc.
9. 9. Works independently under regular supervision and follows structured work routines. Works in a fast paced, multi-task environment with high volume and immediacy needs requiring independent decision making and sound judgment to prioritize work and ensure appropriateness and timeliness of each patient’s care. This position requires the ability to retain large amounts of changing payor information/knowledge crucial to attaining reimbursement for the services provided. Primary external custom