Patient Access Specialist

POSITION SUMMARY:

Responsible for scheduling patient appointments, registering patients arriving for appointments and eligibility interviews. Includes the accurate collection and record-keeping of payments received for services rendered in the clinic, as well as updating patient information as needed in the patient management and electronic health record system. Maintain medical records. 

DUTIES AND RESPONSIBILITIES:

1. 1.    Registers, performs eligibility, coordinates and discharges patients appropriately and accurately following HIPPA and Privacy Act guidelines.
2. 2.    Confirm appointments and/or follow up on missed appointments.
3. 3.    Maintain complete and accurate medical records in the Practice Management and Electronic Health Record system.
4. 4.    Reports and transfers calls to the designated staff member for any patient needing medical advice or emergency treatment with no exceptions.
5. 5.    Accurately collects fees, processes charge tickets, and enters payment information
6. 6.    Maintain appropriate levels of cash; balance cash drawer per clinic procedure; balance daily input of coding to the actual money or deposits.
7. 7.    Records no-show and cancellations on patient chart and computer. Advises clinical staff of no-shows and cancellations.
8. 8.    Refer patient to Supervisor for clarification or discussion of account balances.
9. 9.    Maintains confidentiality of patient information/records at all times

10. Maintains established policies, procedures, objectives, quality assurance, safety, environmental and infection control.

11. Responsible for maintaining, filing and all requests of medical records according to state, civil and federal laws.

12. Implements job responsibilities in a manner that is consistent with the SAN JOSÉ CLINIC Mission and Code of Conduct and is supportive of SAN JOSÉ CLINIC cultural diversity objectives.

13. Perform other related duties as assigned.

QUALIFICATIONS, EDUCATION AND EXPERIENCE:

1. High school diploma or equivalency; college degree preferred.
2. Minimum one to three years experience in a medical office including at least one year of relative experience.
3. Must be comfortable working with financial documents (tax returns, pay stubs, etc.) and evaluating them relative to program eligibility
4. Proficiently use the computer medical management software entering and updating patient information as required, including, daily input of patient and insurance information.
5. Proficiently use the electronic medical records software entering and updating patient information as required, including, daily input of patient and insurance information.
6. Excellent communication skills
7. Knowledge of standard office policies and procedures.
8. Knowledge of insurance eligibility requirements.
9. Skill in organizing time and managing multiple demands.
10. Skill in dealing with patients and visitors as well as other staff members.
11. Ability to work independently and use good judgment in work prioritization
12. Ability to complete difficult/complex tasks.
13. Ability to follow oral and written instructions.
14. Bilingual English/Spanish required.