Job Description - Patient Access



Full-time


Description

  • Verify the correct spelling of the patient’s first and last name. Correct the patient’s name in the Allscripts/eClinicalWorks system if need be.
  • Verify the patient’s correct Date of Birth with the patient at the time the patient arrives for his/her appointment. Correct the patient’s DOB in Allscripts, accordingly.
  • Ensure that all insurance cards are scanned into the Allscripts PM system. A front and back copy of the insurance card is required to be scanned into the system to ensure accuracy with insurance payers and for billing purposes.
  • When patients present a new insurance card at check-in, update the new policy in the Allscripts PM system and run insurance eligibility to ensure the policy is active.
  • Verify we have an active insurance referral from the patients PCP (primary care physician) from select insurance companies attached to the Allscripts PM system, and enter in the correct number of visits, visit and expiration dates, PCP name, and authorizations information into the referral fields in Allscripts PM. 
  • Diligently ask all patients for and collect all co-pays, deductibles, and previous balances from each patient at the time of service. If a patient has a past due balance and cannot pay his/her financial responsibility in full, then refer the patient to the Business Office to make financial arrangements on his/her account.
  • During the Check-in process, verify the Patient has completed the correct paperwork on the PatientLink Dashboard and in The EMR system before placing the face sheet in the window.
  • Always greet and be courteous to all patients who are present at the front desk and acknowledge each patient accordingly in the Allscripts PM system.

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