Patient Access Representative

Essential Duties & Responsibilities Patient Registration & Front Desk Operations Greet patients in a welcoming, respectful, and culturally sensitive manner.

Register new patients and update demographic information accurately in the electronic health record (EHR).

Collect required documentation (photo ID, insurance cards, income verification, consent forms).

Ensure completion of required forms in compliance with HRSA and FQHC guidelines.

Patient Check-In & Check-Out Verify patient identity and appointment details at check-in.

Confirm and update demographic, insurance, and contact information.

Collect copayments, sliding fee scale, and outstanding balances at time of service.

Inform patients of wait times and clinic procedures.

Complete check-out process by scheduling follow-up appointments and referrals.

Provide visit summaries, receipts, and patient instructions as directed.

Reconcile daily payments and maintain accurate cash-handling procedures.

Review account past-due balance (i.e., ROA, CIB, Bad debt).

Scheduling & Call Center Support Schedule, reschedule, and confirm appointments for medical, and/or behavioral health services.

Answer inbound calls and respond to patient inquiries promptly and professionally.

Conduct appointment reminder calls and follow-up outreach as needed.

Ability to perform appointment processing to include requesting hospital records when needed.

Insurance Verification & Financial Screening Verify insurance eligibility and benefits prior to patient visits.

Determine patient financial responsibility (copays, deductibles, outstanding balances).

Conduct financial screenings and determine eligibility for the Sliding Fee Discount Program (SFDP).

Review income documentation and apply sliding fee scale adjustments per FQHC policy.

Educate patients on payment options, financial assistance programs, and coverage enrollment resources.

Compliance & Confidentiality Maintain strict adherence to HIPAA and patient confidentiality standards.

Ensure compliance with HRSA, federal, state, and organizational policies.

Document all patient interactions accurately and timely.

Maintains cash drawer along with ensuring accuracy and security at all times.

Responsible for balancing the money batch at the end of your shift.

Other duties as assigned.

Performance Requirements Support co-workers and engage in positive interactions.

Communicate professionally and timely with internal and external patients.

Demonstrate friendliness by smiling and making eye contact when greeting all patients.

Provide helpful assistance in anticipating and responding to the needs of our patients.

Ability to stay calm under pressure and deal effectively with difficult situations.

Ability to recognize and respect cultural diversity of patients.

Recognize and responds effectively to verbal, nonverbal, and written communication.

Ability to follow established policies and procedures dealing with health care.

Comply with established risk management and safety procedures.

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