Patient Access Tech
Family Medicine Providers
To inspire health and healing by putting patients first – ALWAYS.
Responsible for coordination of all activities related to patient access including answering all incoming phone calls, scheduling and registration, patient check-in and check-out, routing of patient-related phone calls to the appropriate department and referral management.
High School Diploma or equivalent required.
Stand and/or walk frequently.
Lift and/or carry 30 pounds occasionally.
Push and/or pull 25 pounds occasionally.
Bend, stoop, crawl and squat occasionally.
Reach floor to overhead occasionally.
Visual acuity, manual dexterity and hand-eye coordination within normal limits.
Answers all incoming phone calls and triages inquiries to appropriate resource (management, clinical, billing etc.). Utilizes appropriate scripting and protocols to assist in triaging patient inquiries. Greets patients upon arrival, verifies appointment, and updates demographics and insurance information, if applicable.
Documents customer inquiries and other relevant information into Epic through the use of In Basket messaging, when appropriate.
Assists individuals in making appointments for designated clinics within the network. Identifies specific patient needs to determine appropriate appointment type and location.
Obtains necessary demographic and insurance information and enters data into computer system. Verifies insurance coverage and other related data with third party carriers for scheduled appointments.
Communicates clear instructions and education related to scheduled services using appropriated guidelines.
Collects and copies insurance cards, and other pertinent documentation (e.g. HIPPA and Release of Information forms). Ensures accurate and timely collection of co-pays, self-pays, and other patient balances. Directs patients to the appropriate waiting area, once check-in is complete.
Responsible for coordination of the referral management process including the following: Schedules patient appointments with appropriate specialist. Confirms all required documentation is available for provider before appointment.