Patient Liaison

OHI - Ocean Health Initiatives, Inc.; Toms River (NJ); On-site; USD 42,000 - 60,000; Full time

Job summary

Ocean Health Initiatives, Inc. seeks a Patient Access Representative (PAR) to greet patients, register and verify information, and support scheduling and billing processes.

This multi-tiered role works with EMR systems and Phreesia to ensure accurate demographics and insurance data, while guiding patients through financial assistance options. The PAR collaborates with clinical teams to maintain smooth patient flow, high service standards, and regulatory compliance, with opportunities for growth

Qualifications

• High School diploma or equivalent is required.
• One to two years’ experience using an EMR system is preferred.
• Professional verbal and written communication skills is required.
• Proficiency in Microsoft Office 365 is required.

Responsibilities

• Pre-register and greet patients, ensuring appointment details are reviewed and confirmed.
• Verify and update insurance information and forms as needed.
• Refer patients to Financial Screener for assistance and follow-up.
• Capture and update patient demographics using Phreesia and NJIIS entries.

Skills

Customer service

Verbal communication

Written communication

Phreesia familiarity

Education

High School diploma or equivalent

Tools

EMR system

Microsoft Office 365

Job description

Candidate expected to work 4, 10 hour shifts.

Position Summary

The Patient Access Representative (PAR) position is a multi-tiered role responsible for facilitating the patient experience at Ocean Health Initiatives. This role encompasses a range of patient-facing and administrative duties, from initial registration and greeting patients to financial screening, scheduling, and supporting the broader clinical operations. Depending on the tier, responsibilities may include verifying patient information, determining financial eligibility, collecting documentation for billing, assisting with insurance and public assistance programs, and providing general administrative support to clinical teams. PAR is an integral part of ensuring efficient patient flow, high-quality customer service, and adherence to regulatory and organizational standards.

The tiered structure allows for growth and development within the role, with each level progressively increasing in responsibility. Employees will be trained to handle complex financial and administrative tasks, work closely with patients to address their needs, and support clinical operations under the guidance of practice leadership.

Patient Liaison Specific Duties

• Pre-register and greet patients, ensuring all appointment details are reviewed, necessary information is collected, and appointments are confirmed. Manage rescheduling or cancellations as needed to maximize patient flow and minimize wait times.
• Verify and update insurance information, including insurance coverage, PCP details, and completing any necessary forms (e.g., PCP change forms).
• Refer patients to the Financial Screener when insurance is inactive or issues arise, ensuring proper follow-up for financial assistance and resolution.
• Obtain required consents from patients, including Family Planning, medical treatment, HIPAA acknowledgment, medication history, NJIIS consent, and financial responsibility, ensuring all forms are completed accurately.
• Capture and update patient demographics using Phreesia and ensure all data, including NJIIS entries, is accurately recorded.
• Assist walk-in patients by adhering to walk-in protocols, collecting and processing inbound transition documents, and ensuring a positive outcome.
• Assist with various administrative duties, including managing medical record requests, collecting and organizing patient forms, and providing patients with letters or other required documentation. Ensure all patient-related paperwork is completed accurately, processed in a timely manner, and added to the appropriate patient records.

Education/Experience/Licensure

• High School diploma or equivalent is required.
• One to two years’ experience using an EMR system is preferred.
• Professional verbal and written communication skills is required.
• Proficiency in Microsoft Office 365 is required.

Benefits

• Medical, Dental, Vision and Life Insurance
• Flexible Spending Accounts with Medical and Dependent Care
• Voluntary Life Insurance
• 401(k) Salary Deferral and Match
• Paid Time Off
• Paid Holidays
• Employee Assistance Program
• Employee Discounts
• Employee Referral Program