Job Description

The role of the Patient Access Advocate is vital to our front office operations. As the first point of contact, the role is responsible for creating a welcoming environment for all internal and external customers and ensuring all pre and post appointment tasks are completed with accuracy and efficiency.

• 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.
• Adheres to No Surprise Act.
• Responsible for maintaining accurate cash drawer and preparing daily deposits and following practice close processes.
• Follows practice scheduling guidelines for single clinic.
• Returns referral and testing appointments.
• Follows office procedures for incoming calls, messages, voice mail and email and coordinates follow up where needed.
• Obtains pre-certification 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, etcMails new patient packets and contacts new patients the day before their scheduled appointment.
• Adheres to no show policy, send letters and documents no shows in a timely manner.
• Performs other duties as assigned.

• Required: High School Diploma or equivalentPreferred: Graduate of a certified medical office training course

• Preferred: Customer service, administrative 6 months medical office

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