Patient Access Representative

POSITION SUMMARY:
Working under the supervision of the Clinic Manager, the Patient Access Representative will work closely with the medical,
mental health and recovery, and other staff to ensure a smooth and efficient operation of reception, data collection,
answering phones, scheduling appointments, and overall administrative support to health services.
ESSENTIAL JOB FUNCTIONS:
Essential functions of the job include, but are not limited to, scheduling, utilizing a computer for data entry and reporting,
operating office equipment, sorting, conducting research, attending meetings, interacting with others and managing multiple
schedules.
MAJOR AREAS OF RESPONSIBILITIES:
• Communicate clearly and effectively with those served by the organization, including employees, patients, clients,
volunteers, visitors and vendors.
• Schedule patient appointments for all health center services.
• Collect information from the patient when they arrive, this includes, demographics, insurance, sliding fee and any
copays due.
• Update and verify patient information.
• Responsible for daily data entry, charge entry, and payment posting.
• Verify patient appointments via phone two days before the appointment, and updating the patients’ record on the
status of the phone call.
• Scan all patient paperwork and outside documents into the Electronic Health Record (EHR) to ensure that it is
organized and easily accessible.
• Manage tasks assigned by other members of the Medical team that may include, making referrals, scheduling
Specialist appointments, and coordinating with Case Management staff concerning appointments for their clients.
• Manage any Medical records that come in via fax or mail, by organizing and distributing to a member of the
Medical team.
• Coordinate with the RN/LPN daily to schedule vaccinations and Lab visits.
• Assist in planning, managing and coordinating patient flow in clinic areas, and day-to-day operations of the clinic
to ensure high quality service provision.
• Maintain a clean, orderly and professional waiting room, reception area, and other health services areas.
• Prepare and maintain health services patient/client records in compliance with HIPAA government regulations and
in accordance with Equitas Health provider standards to ensure efficient services.
• Comply with the Equitas Health Healthcare Corporate Compliance Standards of Conduct and related policies and
procedures.
• Contribute to a positive work environment by demonstrating unconditional positive regard to all Equitas Health
employees, interns, etc. with an understanding, awareness, and respect for diversity.
• Demonstrate unconditional positive regard to clients and conduct all aspects of job responsibilities with a focus on
exceptional customer service.
Last updated 2/22/2023 EEO 5
• Continuously grow and develop Cultural Competency, exhibiting an understanding, awareness, and respect for
diversity.
• Perform other duties as assigned.
EDUCATION/LICENSURE:
• High school diploma or equivalent is required.
KNOWLEDGE, SKILLS, ABILITIES AND OTHER QUALIFICATIONS:
• Two or more years of medical reception experience in a physician’s office or equivalent combination of training
and experience.
• Demonstrated exemplary customer service skills.
• Working knowledge of administrative procedures and organizational policies and procedures.
• Knowledge of CPT© and/or ICD-9/ICD-10 coding and billing are preferred, along with knowledge of medical
terminology.
• Experience with EMR (Electronic Medical Record) and medical billing software preferred.
• Proficiency with Microsoft Office (Access, Excel, Word and Outlook).
• Effective communication skills.
• Ability to establish and maintain effective working relationships with patients, medical staff, coworkers and the
public.
• Excellent organizational skills with an ability to prioritize and manage multiple tasks.
• Ability to work efficiently without constant supervision and exercise a degree of initiative and judgment.
• Work well under pressure and possess the ability to be flexible.
• Team player with strong communication and interpersonal skills.
• Ability to maintain confidentiality.
• Professional appearance and demeanor.
• Must have sensitivity to, interest in and competence in cultural differences, HIV/AIDS, minority health, Gender
Affirming Care, sexual practices, chemical dependency and a demonstrated competence in working with persons
of color, and gay/lesbian/bisexual/transgender community.
• Ability to maintain confidentiality.
OTHER INFORMATION:
Background and reference checks will be conducted. In accordance with Equitas Health’s Drug-Free Workplace Policy, preemployment drug testing will be administered. Hours may vary, including wor