Customer experience

POSITION SUMMARY

This position is located in a medical clinic or physician’s practice and coordinates a smooth patient flow process by answering phones, providing registration of patient and insurance information, obtaining required signatures following established processes, procedures and standards.

This position conducts registration and obtains financial reimbursement for all patients accessing service at clinics and physician practices.

Reviews all account information to optimize collection efforts and system recording events to expedite reimbursement and compliance.

This also includes accurately posting patients at the point of service and releasing information in accordance with organizational and compliance policies and guidelines.

And resolving issues as they arise to promote point of service decisions.

CORE FUNCTIONS

1. Performs registration / check-in processes, including but not limited to performing data entry activities, providing patients with appropriate information and intake forms, obtaining necessary signatures and generating population health summary.

Assists front office in answering phones, taking messages, prescription refills, locating information and other related duties when necessary.

Documents correspondence in the patient’s medical record. Updates demographic and insurance information in the practice management system.

2. Receives physician’s orders and completes patient registration. Obtains necessary authorizations, pre-certifications and / or referrals.

Works closely with the billing department to ensure accurate coding for all charges. Verifies insurance eligibility benefits for services rendered with the payors and documents appropriately.

Assists in obtaining or validating pre-certification, referrals, and authorizations.

3. Calculates and collects patient liability according to verification of insurance benefits and expected reimbursement.

4. Enters payments / charges for services rendered and performs daily payment / charge reconciliation in a timely and accurate manner.

Balances cash drawer at the beginning and end of the day and prepares daily bank deposit with necessary paperwork sent to centralized billing for record purposes.

5. Confirms patient appointments for the following day as necessary and ensures patients are properly prepared for visits.

Assists in responding to requests for patient medical records according to company policies and procedures, and state and federal laws.

6. Provides information and customer service to patients and patient families. Provides information and instructions to patients regarding clinic procedures and services.

7. Performs general office duties such as distributing mail and fax information, ordering supplies, etc.

8. Works under direct supervision and follows structured work routines. Works in a fast paced, multi task environment with high volume and immediacy needs requiring independent decision making and sound judgment to prioritize work and ensure appropriateness and timeliness of each patient’s care.

This position requires the ability to retain large amounts of changing payor information / knowledge crucial to attaining reimbursement for the services provided.

Primary external customers include patients and their families, physician office staff and third party payors.

MINIMUM QUALIFICATIONS

High school diploma / GED or equivalent working knowledge.

Requires knowledge of patient financial services, financial, collecting services or insurance industry experience and customer service skills as normally acquired over one or more years of related work experience.

Requires the ability to build familiarity with medical terminology and an understanding of all common insurance and payor types.

Accurate and efficient keyboarding skills, and the ability to work effectively with common office software are required.

Must have highly developed interpersonal skills and communications skills, with a strong customer service orientation to effectively interact with a wide range of audiences.

Requires the ability to manage multiple tasks simultaneously with minimal supervision and to work independently. Requires strong interpersonal, oral, and written communication skills.

PREFERRED QUALIFICATIONS

Previous medical, financial services and / or customer service work experience preferred.

Additional related education and / or experience preferred.

EOE / Female / Minority / Disability / Veterans

Our organization supports a drug-free work environment.

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Last updated : 2024-05-21