About this role
The role of the Patient Access Advocate is vital to our front office operations. As the first point of contact, the role is responsible for creating a welcoming environment for all internal and external customers and ensuring all pre and post appointment tasks are completed with accuracy and efficiency. Essential Job Function
• Assists patients through the registration process verifying patient demographics and insurance information to ensure accuracy for payment processing and insurance billing.
• Assists new employees with registration workflows.
• Follows established protocols for collecting and posting co-pays, payment processing and review of records for bad debt.
• Adheres to No Surprise Act.
• Responsible for maintaining accurate cash drawer and preparing daily deposits and following practice close processes.
• Follows practice scheduling guidelines for single or multiple clinics and return, referral and testing appointments Assists new employees with appointment scheduling.
• Follows office procedures for incoming calls, messages, voice mail and email and coordinate follow up where needed.
• Manages referrals and obtains pre-certification as needed and notifies pre-cert coordinator for follow up.
• Creates a positive guest experience through adherence to Steps of Service protocols.
• Deescalates situations when necessary.
• Trains new employees on general clerical support; paperwork, medical records, faxes, scans, filing, typing, etc Ensures new patient information is delivered in a timely manner.
• Mails new patient packets and contact new patients the day before their scheduled appointment.
• Adheres to no show policy, send letters and document no shows in a timely manner.
• Performs other duties as assigned
Education
• Required: High School Diploma or equivalent
• Preferred: Graduate of a certified medical office training course
Experience
• Required: 1 Year clerical experience in medical setting. Proficient in EPIC Cadence/Prelude. Customer Service experience in healthcare setting.
Licensure/Certification/Listing