Patient Access Coordinator Float

The Patient Access Coordinator Float makes patient appointments and reminder calls. Greets and registers

and checks in or out all patients. Verifies demographic and insurance coverage information and enters into

appropriate system/patient record. Collects co-pays and other payments and prepares daily deposit &

reconciliation report. Receives and accurately and timely relays all phone messages to and from providers and

logs them appropriately. Also provides clerical/secretarial support to the office as needed by typing

correspondence and reports, sorting and delivering mail, processing incoming and outgoing faxes and ordering

and maintaining supplies.

Essential Duties:

• Makes appointments according to protocol

• Verifies patients’ appointments by calling to remind patient of appointment date, time, location and financial responsibility.

• Schedules patients according to Appointment Scheduling policy and accurately enters information such as referral source and chief complaint.

• Patient Check-In- Interviews patients and/or their designated representatives to collect, review, and document

demographic information and insurance and/or other financial information necessary to update information or

to create a new patient number.

• Demographic information- Accurately searches registration system to verify if patient already has a record

created. This includes searching by Name, Date of Birth, Social Security Number. Avoiding duplication of

patient records is critical to the integrity of the registration system and ultimately clinical care and billing.

Accurately completes registrations.

• Determines the patient’s out-of-pocket expense; requests payment from patient following the Point of Service

Collections policy; documents receipt in electronic billing/registration system; and prepares daily deposit

• Coordinates necessary documents such as properly preparing chart, charges sheet and care documentation

sheets.

• Verifies insurance coverage and benefits via ZirMed, third-party payer website, or phone

• Ensures patients, guarantors receive necessary forms and policies, including but not limited to, consent to

treatment, Notice of Privacy Practices (HIPAA) and financial policy. Explains forms and policies and secures

signatures on such forms as well as witnesses’ signature for Release of Information requests (ROI’s) appointments, ROI’s and appointment reminders

• Relays and documents messages between providers and patients

• Maintains integrity of patient data by entering notes, in the registration system as well as chart as appropriate,

to accurately reflect actions performed for each account. This includes, but is not limited to, accurately and

completely identifying patients dismissed from the practice, rescheduled, no shows and cancelled

• Perform referrals as needed

• Patient Paperwork

• Correspondence & reports

• Mail duties

• Maintains patient confidentiality, adheres to HIPAA guidelines regarding PHI. Maintains corporate compliance

guidelines and integrity to minimize the risk of fraud and abuse

• Accurately and completely performs medical records management duties including the filing of records and

charts, releasing and requesting PHI according to law (i.e. with appropriate ROI)

• Demonstrates use of equipment and computer software such as fax, copier, phone system, McKesson HPP,

Microsoft Outlook, ZirMed and third-party websites

• Attends all required safety training programs and can describe his/her responsibilities related to general safety,

department/service safety, specific job-related hazards, and national patient safety goals