Patient Access Representative

About This Role

This role is about being the first point of contact for patients, ensuring they receive exceptional care from their initial interaction. As a Patient Access Representative, you will create a welcoming environment, manage patient information with precision, and support smooth clinic operations as part of a collaborative and dedicated team.

Responsibilities

• Prepare appointments for the following day to ensure accuracy of data, including ensuring all required fields and forms are present and complete, eligibility has been run and benefits pulled forward, new vs. established patient status has been properly identified, and insurance responsibility is accurate
• Greet patients promptly and professionally
• Professionally answer incoming phone calls
• Review any necessary data/forms with patients to ensure accurate and complete records are in the EMR
• Properly collect copayments and balances
• Perform responsibilities within OrthoNY’s practice management system in a standard manner as defined by the Patient Access Supervisor/Manager
• Work and communicate with other departments as needed to ensure timely and accurate processing of patient information and throughput to the clinic
• Reconcile daily payments received with the system batch, ensuring proper accounting for all payments taken, accurately compiling reports, and closing individual financial batches for each day
• Review patient follow-up requirements on check out, making any necessary follow-up appointments as well as following proper protocols for any tests needing to be scheduled
• Print (or send to patient portal) any handouts that need to be given to the patient
• Maintain a high level of confidentiality and comply with HIPAA standards
• Maintain a neat and organized workspace, and restock supplies as needed
• Travel to other offices as needed for coverage
• Other duties as assigned

Requirements

• High School Diploma required; some higher education preferred
• Knowledge of medical insurances preferred
• Exceptional customer service skills required
• Experience working with an EMR/PM required
• Exceptional written, verbal, and interpersonal communication skills
• Highly organized with strong attention to detail
• Quick thinker with ability to pivot in a fast-paced environment
• Ability to multi-task in a high-volume environment is a must
• Valid driver’s license and vehicle for needed travel
• Reliable transportation is essential

Important Details

• Schedule: Monday-Friday 7:30am-2pm
• Travel: Ability to travel to various OrthoNY locations if needed

About the Company

OrthoNY is a team dedicated to providing exceptional patient care.