Patient Access Associate

Job Summary

The Patient Access Associate (PAA) is responsible for ensuring required demographic, financial, referral, and clinical data is collected, completed, and communicated per related policies and procedures. The Patient Access Associate provides administrative support with a willingness to work closely with patients, physicians, and other members of the health care team. In addition, the PAA’s will check out patients after visits and assist in scheduling patients’ follow up and testing appointments at the clinics.

• Conduct all responsibilities on-site at the designated clinic location, supporting front office operations in a fast-paced, patient-centered environment.
• Greet and interact with all patients, families, and visitors in a courteous, respectful, and compassionate manner, consistent with the Patient’s Bill of Rights.
• Complete the patient registration process by collecting and verifying demographics, insurance eligibility, and health information, either in person or by phone.
• Accurately input and update patient information in real-time using the electronic health record system.
• Create medical records for new patients and ensure all registration forms are completed and forwarded to the Medical Records department for proper documentation.
• Schedule, reschedule, and confirm appointments, including follow-ups and referrals, in coordination with clinical staff and provider offices.
• Obtain insurance authorizations, process referrals, and complete required documentation for pre-certifications and pre-determinations as per plan requirements.
• Verify insurance benefits and coverage; generate estimates and perform reverifications as needed.
• Collect co-pays and outstanding balances, and clearly communicate financial responsibilities and payment expectations to patients.
• Assign appropriate financial classes and insurance plans to patient visits.
• Secure required patient signatures for consent, financial agreements, and other regulatory forms.
• Answer incoming calls promptly and professionally, following proper telephone etiquette and handling inquiries with discretion and clarity.
• Direct patients and families to appropriate clinic areas and provide cross-coverage support across Patient Access Services when needed.
• Identify, review, and follow up on patient data discrepancies and reporting issues as appropriate.
• Perform additional administrative or operational duties as assigned by leadership.

• Customer service skills-verbal and written.
• Organizational and planning skills.
• Ability to handle several tasks simultaneously.
• Proficiency in the use of computers and related software's such as Microsoft Outlook, Word, Excel, and Power Point
• Next Gen knowledge preferred.

• High School Diploma or GED (required).
• 1-2 years Insurance verification experience.
• 1-2 years of experience in a patient-facing clinical or healthcare setting
• Bilingual preferred:
  English-Spanish, English-Farsi, or English-Mandarin

• Must be able to work an 8-hour day with prolonged periods of sitting.
• Must be able to lift up to 15 pounds occasionally.
• This position may require occasional local travel as needed.

$23.00 - $26.00 per hour (Depending on Experience)