Patient Access Representative II (7:00am - 3:30pm)

About the role

The Patient Access Representative II works in a hospital or hospital-based clinic in Dallas, Texas, interacting with patients by phone and in person under general supervision. The role covers moderately complex medical front-office operations, such as registration, insurance verification and financial collection, and includes cross-training across several registration areas and patient access functions. The position is full-time, 7:00am to 3:30pm, and offers a career ladder based on progressive responsibility.

Key responsibilities

• Pre-register and register patients for scheduled and unscheduled services, inpatient and outpatient procedures, using up-to-date technology such as carts, workstations and tablets
• Interview patients or their representatives to obtain or verify demographic and insurance information, and obtain identification and insurance cards
• Document information in the registration system, deploy consent forms accurately and timely, and initiate the advance directive process when applicable
• Verify insurance, coordinate patient data to determine financial obligation, collect co-pays, deductibles, self-pay deposits and balances, and request payment according to collection policies
• Follow cash handling guidelines, obtain ABNs and non-covered notices, and release patient records as needed
• Monitor the call line and fax queue, direct faxes, and explain policies on services, pricing, insurance billing and payment
• Track the patient work queue across departments, schedule walk-in appointments, and register patients in two other registration areas and two patient access functions
• Work with physicians, insurance verification, financial counseling and case management on pre-certification and benefits, and protect patient privacy in line with HIPAA

Required profile

• High school diploma or equivalent
• Internal applicants: 6 months as a Patient Access Representative I or CSA I; external applicants: 6 months in entry-level registration in an EPIC environment
• Preferred: 2 years in customer service and 3 years in a clinical/medical office setting
• Ability to multitask, read and write effectively, and handle confidential information
• Ability to lift 20 lbs frequently and sit for long periods; near-vision acuity

Required skills

• Basic computer data entry and typing of at least 35 wpm
• Microsoft Office and Outlook
• General office equipment (fax, copier)
• Knowledge of The Joint Commission, CMS, state and federal laws and hospital policies

What we offer

• PPO medical plan available day one at no cost for full-time employees
• 100% coverage for preventive care with no copay
• Paid time off and paid parental leave
• Retirement program through the Teacher Retirement System of Texas
• Tuition reimbursement and wellness programs
• Public Service Loan Forgiveness qualified employer