Patient Access Clerk

Description

Position Summary:

Patient Access Clerks are a very vital and important role in the facility. As the first encounter with a patient coming to our facility, it is expected this position will greet and register patients with excellent customer service. This position will work as a team to answer phone calls and assist patients in the facility.

This position is responsible for registering patients completely and correctly, which includes getting updated demographic information, obtaining all insurance and billing information, and ensuring all applicable paperwork and questions are completed prior to checking the patient in for their appointment. A Patient Access Clerk will also collect co-pays and payments and will be expected to balance a cash drawer each day. 

This position will also be responsible for working with provider schedules and ensuring the patients scheduled are accurate according to the staffing calendars. There are various workques that will also be assigned to get through for errors on insurance numbers or things that need attention and other duties as assigned. 

Requirements

Education/Experience:

High School diploma or equivalent desired.

Required Credentials (Licensure, Certification, or Registration):

Prefer one year work experience, preferably in a medical office setting. Knowledge of medical terminology. Word processing and computer experience desirable.

Employment Variables:

Work is performed in an office environment. Work hours vary according to the workload and supervisory scheduling.  

Initial Tuberculosis (TB) test and drug screening is required by Winner Regional Health. Rubella titer will also be drawn upon hire and immunization is required if no past exposure or indication of immunization.  

Required to wear name tag provided by WRH and to follow the dress code of WRH.  

Job Knowledge and Skills:

Ability to read, write, speak and understand the English language and follow oral or written instruction. Excellent oral and written communication skills, work with customers and co-workers in a professional manner. 

Direct Supervisor:

Patient Access Manager

PART II: CODE OF CONDUCT

Honesty - We will do the right thing at all times, even if it is difficult, maintaining strong, ethical practices. We protect the confidentiality of others, including patients, staff and the facility as a whole. We will take responsibility for our actions.

Expertise - We will demonstrate superior judgment, training and skill, at all times, demonstrating professionalism while doing so. We will perform all aspects of our job to the best of our ability, utilizing all resources and tools available.

Approachability - We will be non-judgmental, friendly, and open and willing to listen to everyone we come into contact with while performing our duties. We are humble and learn from others.

Respect - We will be understanding and sensitive to others’ feelings; caring and responding in a manner that sets them at ease, keeping the situation in perspective without minimizing others’ feelings or reactions. We will listen to others with full attention in a sincere, civil fashion, being careful not to be judgmental of the speaker. We maintain composure when facing conflict and avoid jumping to conclusions and defaming another’s name.

Teamwork - We willingly work together with a common approach, trusting and supporting members of our organization, using our skills and resources, sharing information to achieve a common aim.

PART III: ESSENTIAL FUNCTIONS

Essential functions are critical or fundamental to the performance of the job. They are the major functions for which the person in the job is held accountable. Following are the essential functions of the job, along with the corresponding performance standards.

Patient Records

• Greets patients, respects confidentiality.
• Collects co-pay.
• Makes return appointment.
• Verifies and updates demographic, guarantor, insurance and HIPAA.
• Reschedules appointments and schedules all ancillary appointments.
• Deals with pharmaceutical reps.

Other Duties

• Checks in patients, verifies and updates necessary information in the computer.
• Maintains appointment schedules.
• Receives payments from patients. 
• Send electronic messages to providers/nurse for walk-in patients.
• Answer phone and task calls to appropriate person.
• Other duties as assigned.

PART IV: COMPLIANCE

Compliance

• Must comply with the Corporate Compliance Policy and all laws, rules, regulations and standards of conduct relating to the position. 
• The employee has a duty to report any suspected violations of the law or the standards of conduct to the Compliance Officer or the Chief Executive Officer.

PART V: PHYSICAL AND MENTAL REQUIREMENTS

General Activity  

• In a regular workday, employee may:

Sit Hours at a time; up to 6 Hours during the day

Stand .25 Hours at a time; up to 1 Hours during the day

Walk .25 Hours at a time; up to 1 Hours during the day

Motion  

• Employee is required: (In terms of a regular workday, "Occasionally" equals 1% to 33%, "Frequently" 34% to 66%, "Continuously", greater than 67%.)

Bend/Stoop Occasionally

Kneel, Duration 30 sec Occasionally

Squat Occasionally

Balance Occasionally

Crawl, Distance Occasionally

Twist Occasionally

Climb, Height Occasionally

Keyboarding/Mousing Not at all

Reach above shoulder level Occasionally

Filing Occasionally

Physical Demand

Employee’s job requires he/she carry and lift loads from the floor, from 12 inches from the floor, to shoulder height and overhead. Employee’s job requires a pushing/pulling force to move a load (not the weight of the load).

Physical Demand Classification: Carrying/lifting weight and pushing/pulling force:

• Sedentary Occasionally 10 lbs. 
•    Frequently Negligible 
•    Constantly Negligible 

Sensory Requirements:

•  Yes/No Explanation (if Yes)

Speech Expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly. 

Yes

Communicates with staff and patients on phone or in person. Responds to patient’s concerns and questions.

Vision (VDT) Are there specific vision requirements for the job?

Yes

Must be able to read numbers and names. Must be able to distinguish colors and view a computer screen.

Hearing Ability to receive detailed information through oral communications, and to make fine discriminations in sound; i.e., making fine adjustments on machine parts, using a telephone, taking blood pressures. 

Yes

Vital communication with other clinic staff and patients directly or via telephone.

Environmental Factors

• Yes/No Explanation (if Yes)

Working on unprotected heights No

Being around moving machinery No

Exposure to marked changes in temperature and humidity No 

Driving automotive equipment No 

Wearing personal protective equipment No 

Exposure to atmospheric conditions (i.e. fumes, dust, odors, mists, gases, or poor ventilation) No 

Exposure to extreme noise or vibration No

Exposure to blood, body fluids and waste No 

Exposure to radiation No 

Exposure to other hazards (i.e. mechanical, electrical, burns, or explosives) No 

Emotional/Psychological Factors

• Yes/No Explanation (if Yes)

Stress: Exposed to stressful situations

Yes

Must be able to effectively deal with concerns of upset patients or other clinic staff.

Concentration: Must be able to concentrate on work tasks amidst distractions.

Yes

There are many phone and personal interruptions throughout the work day.

Must exert self-control. 

Yes

Must be able to display control and confidence under stress.