Access Lead

Job Description

Job Description

Position Summary

Performs Patient Liaison & Financial Screener duties (e.g., patient check-in, insurance verification, financial screening, household assessments) and demonstrates an in-depth understanding of Administrative Medical Assistant responsibilities, providing support to ensure seamless workflows across all tiers.

Responsibilities

• Financial & Bank Reconciliation: Prepares bank deposits, completes bank transfer logs, and sends reconciliation packages to the finance department. Report any discrepancies to the Practice Site Coordinators immediately.
• Staff Mentorship & Coordination: Creates daily staff assignments, ensuring clarity of individual responsibilities, and assigns down-time tasks. Monitors performance, supports staff in meeting registration goals, and tracks productivity to ensure departmental success.
• Regulatory & Compliance Oversight: Ensures that all required signage, including sliding fee scales and HIPAA notices, are posted and up-to-date in patient areas and the PAR department. Ensures the completion of pre-EOC rounds for the PAR department each month.
• Training & Development: Manages the training process for the registration department, identifying training needs for new and existing employees. Tracks training outcomes, evaluates the effectiveness of training programs, and reports progress to the Practice Site Coordinators.
• Quality & Performance Initiatives: Participates in ongoing quality initiatives, committees, and PDSA processes. Assists in completing and executing scorecards, supports successful LOA audits, and monitors the effectiveness of Phreesia utilization.
• Inventory & Cash Management: Maintains accurate inventory levels for required supplies and ensures cash boxes are used and signed out according to protocol.

Education/Experience/Licensure

• High School diploma or equivalent is required. 
• One to three years of experience in an applicable healthcare setting is preferred. 
• One to two years’ experience using an EMR system is preferred. 
• Professional verbal and written communication skills is required. 
• Proficiency in Microsoft Office 365 is required.  

Benefits:

• Medical, Dental, Vision and Life Insurance
• Flexible Spending Accounts with Medical and Dependent Care
• Voluntary Life Insurance
• 401(k) Salary Deferral and Match
• Paid Time Off
• Paid Holidays
• Employee Assistance Program
• Employee Discounts
• Employee Referral Program