Job summary The role of the Patient Access Advocate I is vital to our front office operations.
Responsible for creating a welcoming environment for all internal and external customers.
Ensuring all pre and post appointment tasks are completed with accuracy and efficiency.
Job seniority: entry level
Responsibilities • Assists patients through the registration process verifying patient demographics and insurance information to ensure accuracy for payment processing and insurance billing.
• Follows established protocols for collecting and posting co-pays, payment processing and review of records for bad debt.
• Responsible for maintaining accurate cash drawer and preparing daily deposits and following practice close processes.
• Follows practice scheduling guidelines for single clinic. Return referral and testing appointments.
• Follows office procedures for incoming calls, messages, voice mail and email and coordinates follow up where needed.
• Obtains precertification as needed and notifies pre-cert coordinator for follow up.
• Creates a positive guest experience through adherence to Steps of Service protocols.
• Provides general clerical support for the practice to include handling paperwork, medical records, faxes, scans, filing, typing, etc.
• Mail new patient packets and contact new patients the day before their scheduled appointment.
• Adhere to no show policy, send letters and document no shows in a timely manner.
Requirements • REQUIRED: High School Diploma or equivalent.
• PREFERRED: Graduate of a certified medical office training course.
• REQUIRED: None.
• PREFERRED: Customer Service, administrative 6 months medical office.
Key Skills Needed • Strong customer service skills
• Attention to detail
• Organizational skills
• Ability to follow protocols and guidelines
• Clerical skills
• Good communication skills
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