Occ Health Patient Financial Services Rep

Patient Access Representative

Phoenix Fire Occupational Health is seeking a customer-focused and detail-oriented Patient Access Representative to support a seamless patient experience from scheduling through registration and financial clearance. This role is responsible for coordinating patient flow by answering phones, scheduling appointments, registering patients, verifying insurance coverage, obtaining required authorizations and referrals, collecting patient payments, and providing financial guidance.

Schedule: Monday Friday, 7:30 AM 4:00 PM

Key Responsibilities:

• Register patients and accurately enter demographic and insurance information into applicable systems.
• Obtain all required patient signatures and documentation in accordance with established policies and procedures.
• Verify insurance eligibility, benefits, and coverage prior to services.
• Validate referrals, authorizations, and other requirements necessary for treatment.
• Collect patient liability, copayments, deductibles, and other applicable payments at the point of service.
• Accurately post patient arrivals and update appointment statuses in scheduling and registration systems.
• Release patient information in compliance with organizational policies, HIPAA regulations, and confidentiality standards.

Work Environment:

As a Banner Health employee assigned to Phoenix Fire Occupational Health, this position serves as a primary point of contact for patients and works closely with healthcare providers, insurance carriers, and internal departments to support efficient patient access, registration, and financial clearance processes.

Location Address: 150 S 12th Street, Phoenix AZ

Banner Occupational Health Clinics are medical clinics specializing in worker's compensation injury care, drug testing, alcohol testing, physical examinations, Department of Transportation exams and Occupational Safety and Health Administration (OSHA) mandated exams. Employers and employees alike benefit from reduced absenteeism and turnover, increased productivity, morale and job satisfaction and are less likely to become sick or injured.

Position Summary:

This position coordinates a smooth patient flow process by answering phones, scheduling patient appointments, providing registration of patient and insurance information, obtaining required signatures following established processes, procedures and standards. This position also verifies insurance coverage, validates referrals and authorizations, collects patient liability and provides financial guidance to patients to maximize medical services reimbursement efforts. This also includes accurately posting patients at the point of service and releasing information in accordance with organizational and compliance policies and guidelines.

Core Functions:

• Performs registration/check-in processes, including but not limited to performing data entry activities, providing patients with appropriate information and intake forms, obtaining necessary signatures and generating population health summary.
• Verifies insurance eligibility benefits for services rendered with the payors and documents appropriately. Assists in obtaining or validating pre-certification, referrals, and authorizations.
• Calculates and collects patient liability according to verification of insurance benefits and expected reimbursement. Explains and provides financial policies and available resources for alternative payment arrangements to patients and their families.
• Enters payments/charges for services rendered and performs daily payment/charge reconciliation in a timely and accurate manner. Balances cash drawer at the beginning and end of the day and prepares daily bank deposit with necessary paperwork sent to centralized billing for record purposes.
• Schedules office visits and procedures within the medical practice(s) and external practices as necessary. Maximizes reimbursement by scheduling patients in accordance with payor plan provisions. Confirms patient appointments for the following day as necessary and ensures patients are properly prepared for visits.
• Demonstrates proactive interpersonal communications skills while dealing with patient concerns through telephone calls, emails and in-person conversations. Optimizes patient flow by using effective customer service/communication skills by communicating to internal and external customers, care team, management, centralized services and HIMS.
• Assists in responding to requests for patient medical records according to company policies and procedures, and state and federal laws.
• Provides a variety of patient services to assist in patient flow including but not limited to escorting patients, taking vitals and patient history, assisting in patient treatment, distributing mail and fax information, ordering supplies, etc.
• Works independently under regular supervision and follows structured work routines. Works in a fast paced, multi-task environment with high volume and immediacy needs requiring independent decision making and sound judgment to prioritize work and ensure appropriateness and timeliness of each patient's care. This position requires the ability to retain large amounts of changing payor information/knowledge crucial to attaining reimbursement for the services provided. Primary external customers include patients and their families, physician office staff and third party payors.

Minimum Qualifications:

High school diploma/GED or equivalent working knowledge. Requires knowledge of patient financial services, financial, collecting services or insurance industry experience processes normally acquired over one or more years of work experience. Requires the ability to manage multiple tasks simultaneously with minimal supervision and to work independently.

Requires strong interpersonal, oral, and written communication skills to effectively interact with a wide range of audiences. Strong knowledge in the use of common office software, word processing, spreadsheet, and database software are required.

Preferred Qualifications:

Work experience with the Company's systems and processes is preferred. Previous cash collections experience is preferred. Additional related education and/or experience preferred