Job Summary:

The Patient Access Associate II performs all core patient access functions with minimal supervision, including advanced insurance processes, complex scheduling, and training support for new staff.

Responsibilities:

• 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 courteously and respectfully, in accordance 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 (EHR) system.
• ensure all registration forms are completed and scanned into the HER system.
• Schedule, reschedule, and confirm appointments, including follow-ups and referrals, in coordination with clinical staff and provider offices including inbox task
• Verify insurance benefits and coverage; generate estimates and perform reverifications as needed.
• Collect co-pays and outstanding balances; clearly communicate financial responsibilities 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.
• Direct patients and families to appropriate clinic areas.
• Identify and follow up on patient data discrepancies.
• Perform additional administrative duties as assigned.
• Handle escalated scheduling or registration issues independently.
• Serve as a subject matter resource for other Patient Access Associates.
• Provide cross-clinic support as needed to maintain operational coverage.

Qualifications:

• High School Diploma or GED (required)
• 2+ years in-person front office or clinical setting.
• Proficiency in Microsoft Office and EHR systems (NextGen preferred)
• Strong knowledge of insurance verification and authorization processes
• Ability to train and mentor junior staff
• Bilingual preferred

Physical Requirements: 

•        Must be able to work an 8-hour day with prolonged periods of sitting.
•       Must be able to lift up to 15 pounds occasionally. Must be able to manage prolonged periods of telephone communication in a fast-paced, high-call-volume environment.
•        This position may require occasional local travel as needed.

Disclaimer:

This job description is intended to describe the general nature and level of work being performed by individuals assigned to this position. It is not intended to be an exhaustive list of all duties, responsibilities, and skills required. Management reserves the right to modify, add, or remove duties and to assign other duties as necessary. This document does not constitute a contract of employment, and employment remains at-will unless otherwise specified. Employees with questions regarding their responsibilities are encouraged to consult their supervisor or Human Resources.

Pay Range: $23.00 per hr - $26.00 per hr (DOE)