Patient Scheduling Representative

The Patient Access Scheduling Representative is responsible for ensuring the efficient flow in the daily operations, customer service on phones, appointment scheduling, pre-registration, collection of payments/co-payments, verifying insurance coverage, reminding patients of appointments, ensures referrals are available and prior authorizations have been completed for appointments, filing all paperwork into patient chart, correctly taking messages and ensuring their timely delivery, communicating with insurance companies to verify authorization for care and medical necessity information.

Essential Job Functions:

• Collects patient demographic and insurance information then accurately keys this information into the electronic patient record systems.
• Accurately schedules and/or cancels and/or reschedules all patient appointments for medical services.
• Completes patient pre-registration, verifying insurance coverage, referral and medical record information is available in chart at time of appointment, provides verbal patient liability estimate and reminder of scheduled appointments as needed.
• Correctly takes messages either by phone, ensuring all necessary information is gathered and documented following departmental guidelines. Also ensure that the messages are delivered in a timely manner.
• Scans in patient insurance benefit, patient liability estimate, and authorization information into electronic health record daily.
• Provides courteous and professional customer service via phone (within 3 rings), assisting patients and providers as needed.
• Collect Co-pay or Co-insurance to appropriate accounts
• The employee supports the hospital mission, vision, values, policies, and procedures.
• Participates in required education for DNV programs as applicable to position (reference program education curriculum).
• Performs other related duties as assigned.

Qualifications:

• Minimum of 2 years hospital experience preferred.
• Bilingual and/or English Spanish speaking preferred. Ability to work with culturally diverse population.

Education

Required: High School Diploma or equivalent - Copy of Diploma/GED must be provided upon hire.

Preferred: NA

Licenses/ certifications/ registrations

Required: NA

Experience

Required: NA

Other: NA

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer. Occasional walking, standing, bending, or lifting light office items (up to 25 pounds). Visual acuity to view computer screens and read detailed financial documents. Ability to communicate effectively in person, by phone, and electronically. May be required to move throughout the healthcare facility, including administrative and clinical areas.

Working Conditions:

This position operates in a professional office setting within a healthcare facility. The role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. The office environment is climate-controlled, well-lit, and ergonomically designed for extended computer work. While this role is primarily office-based and does not involve direct patient care, the employee may occasionally be present in clinical areas or interact with staff working in clinical environments. As such, there is a potential for exposure to infectious diseases. The organization provides appropriate training and personal protective equipment (PPE) as needed to ensure safety.