Patient Access Representative

Software Guidance & Assistance, Inc., (SGA), is searching for an Patient Access Representative for a Contract assignment with one of our premier Healthcare clients in San Francisco, CA .


Responsibilities :

• Representatives serve as the face-to-face registration contact for patients and families, verify identity, and accurately capture demographic, clinical, financial, and insurance information.
• Responsibilities include completing registration and financial clearance, collecting signatures and physician orders, confirming insurance benefits and authorizations, imaging documents, and documenting activity in registration systems. Representatives explain estimated patient responsibility, collect or process payments, and refer appropriate cases for financial counseling.
• The role also supports patient questions, cashiering, and other assigned admitting workflows while protecting confidential information, following revenue cycle policies, and meeting service and accuracy standards.

Required Skills :

• High school diploma.
• 2+ years of experience with financial clearance, financial counseling, or customer service in a hospital, clinic, insurance, managed care, or related financial services setting.
• Experience with face-to-face patient registration and identity verification.
• Experience with insurance eligibility, benefits verification, referrals, and authorizations.
• Ability to calculate estimated patient responsibility and collect or process payments.
• Proficiency in computer data entry, patient registration systems, and document management.
• Ability to maintain confidential patient information and accurate registration records.
• Strong verbal and written communication, attention to detail, and time management skills.

Preferred Skills :

• Associate degree or equivalent education/experience.
• CHAA, CPAT, or CRCR certification.
• Working knowledge of medical and insurance terminology.
• Experience with financial counseling in acute or non-acute patient access settings.
• Bilingual fluency in English and another language.
• Completion of relevant regulatory training or skills validation competencies.

By applying for a job with SGA, you agree to allow SGA to process your application for this and future opportunities in accordance with our Privacy Policy. Also, to ensure timely processing, you agree to be contacted by our AI recruiter via email, text, or phone. Message frequency varies and data rates may apply, but you can reply STOP to any SMS message to opt-out of texts and may contact SGA at to opt-out of AI communications. The choice not to engage with AI will not adversely impact your consideration for placement. AI is not used to make any hiring determinations.


SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at .


SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company to request an accommodation or assistance regarding our policy.
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