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About the Role
The patient access clerk processes information required for admittance, dismissal, and insurance billing, with a basic understanding of medical terminology. The role involves communicating with the public and accurately recording data to help patients gain access to medical treatment.
Responsibilities
- Greets patients and their caregivers and records pertinent information into a computer database including patient’s insurance or managed care plans
- Confirms patient’s eligibility for service, insuring that required referrals have been received, and captures authorization and co-pay information
- Obtains pre-approval for treatment if needed
- Relays information between patients and other staff members, and provides them with updates as needed
- Keeps paper and electronic medical records, and updates these records as needed
- Provides information to insurance companies in order to assist with billing
- Assists patients during checkout, and ensures they have post-treatment instructions if required
- Assists patients in making follow-up appointments if needed
- Answers telephone and takes messages or responds to inquiries or routine questions
- Refers individuals to outside agencies when unable to meet their needs
- Calculates payment information, accepts funds, and credits accounts accordingly
- Participates in performance improvement activities as directed
- Opens, stamps, and distributes mail and processes outgoing mail
- Operates calculator, computer and other related office equipment
- Maintains quality results by following standards
- Maintains work operations by following policies and procedures and reporting compliance issues to the appropriate personnel
- Reports any patient care or billing complaints to the Compliance Officer
- Serves as receptionist and greets clients and/or visitors
- Performs miscellaneous clerical duties including answering phones, correspondence, photocopying, daily mail, and ordering office supplies
Requirements
- One year of clerical or patient contact work experience in a health facility, clinic, physician’s office or similar setting
- Possession of a technical certificate in medical office administration or a similar discipline
- Completion of a BOCES or vocational school program in a health services field
- An equivalent combination of experience and training
Skills
- Working knowledge of medical terminology
- Ability to establish and maintain satisfactory relationships with others
- Ability to maintain accurate records and prepare simple reports
- Ability to operate a personal computer and utilize software programs
- Ability to maintain confidentiality
- Ability to remain calm, even under the most stressful of situations
- Clerical aptitude
- Communicates well, both orally and in writing
- Physical condition commensurate with the demands of the position
Salary/Compensations
- $18.26—$24.12 USD