Medical Business Support Associate

Business Support Associate

The Business Support Associate (BSA) supports assigned medical office locations for a Primary Care practice by managing medical records requests, verifying insurance eligibility, processing referrals, and assisting with patient billing issues. This role ensures patient information is accurate, compliant with HIPAA, and updated prior to appointments to support smooth clinical and billing operations. This position is located onsite at our Medical Business Office, non patient facing. Spanish Bilingual preferred.

Key Responsibilities:

• Process and fulfill medical records requests in a timely and HIPAA-compliant manner
• Track and document all medical records requests in the practice management system and tracking logs
• Verify patient insurance eligibility at least 48 hours prior to scheduled appointments
• Contact patients to obtain updated insurance information when needed and document outreach attempts
• Identify referral requirements and obtain referrals from insurance carriers as needed
• Submit referrals online or by phone and ensure all required documentation is complete
• Confirm referral details including provider information, diagnosis codes, and appointment dates
• Review patient accounts for outstanding balances and notify patients of amounts due
• Collect payments or assist patients with payment options when applicable
• Communicate professionally with patients, providers, insurance companies, and staff
• Maintain accurate documentation within the electronic medical record (EMR) system

Required Skills and Qualifications:

• Knowledge of medical billing, insurance verification, and referrals
• Understanding of HIPAA regulations and patient privacy requirements
• Ability to explain insurance benefits, patient balances, and payment responsibilities
• Strong customer service and communication skills
• Ability to multitask and manage deadlines in a fast-paced environment
• Proficiency with EMR systems and standard office software (Microsoft Word, Excel, email)
• Strong attention to detail and organizational skills
• Ability to work independently and as part of a team
• Spanish bilingual preferred

Education and Experience:

• High school diploma or equivalent required
• Minimum of 3 years of experience in medical billing and medical records
• Experience working with EMR systems and medical terminology
• Athena experience a plus