Patient Access Representative

The Patient Access Representative serves as the first point of contact for patients and visitors. This role is responsible for greeting patients, guiding them through the check-in and registration process, scheduling and cancelling appointments, and ensuring accurate collection and verification of demographic, insurance, and financial information. The Patient Access Representative supports efficient clinic operations by providing excellent customer service, maintaining accurate records in the practice management system, and assisting with phone coverage and front office workflows.

Responsibilities:

• Greet and welcome patients, visitors, and staff in a professional and friendly manner.
• Maintaining a welcoming environment.
• Route patients and visitors to appropriate staff and departments.
• Register new patients and update existing patient information in the practice management system.
• Guide patients through the registration and check-in process.
• Obtain and verify demographic, insurance, and financial information.
• Collect identification and insurance cards and copy or scan documents into patient records.
• Document changes to patient personal or financial information accurately and timely.
• Schedule, reschedule, and cancel patient appointments following established templates.
• Create charts and schedule appointments for walk-in or new patients.
• Ensure patients receive appointment reminders and follow-up scheduling when needed.
• Collect co-pays, co-insurance, deductibles, and/or outstanding patient balances at check-in.
• Answer incoming calls, screen calls, take messages, and route calls appropriately.
• Check and return voicemails and emails in a timely manner.
• High school diploma or equivalent.
• Previous experience in a medical office, patient registration, or customer service role preferred.
• Excellent computer and data entry skills.
• Knowledge of general office and front-desk procedures.
• Strong verbal communication and active listening skills.
• Ability to handle multiple tasks, frequent interruptions, and fast-paced environments.
• Ability to handle confidential information with discretion and professionalism.
• Knowledge of HIPAA privacy regulations and confidentiality protocols.
• Proficient in an EMR (electronic medical record) strongly preferred.
• Strong organizational skills and attention to detail.
• Ability to handle a variety of administrative tasks with accuracy and efficiency.

As a healthcare provider, Southeast Healthcare is a non-smoking employer. Staff members are required to be vaccinated for the flu (medical and religious exemptions may be requested during the hiring process).

EOE Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, genetic information, gender identity or any other characteristic protected by law.