Patient Access Representative

Job Title: Patient Access Representative

Location: Escondido CA 92025

Type: Temp (13 weeks)

Salary Range: TBD



Position Summary

Performs clerical duties to support the daily business activities of the department.
Responsible for the following: answer telephones greeting patients and processing patients in
preparation for clinical visits.


Essential Functions


1. Applies the stepbystep AWAKEN process to consistently fulfill our patients needs and
help the Dental Department maintain excellent Patient Satisfaction scores. AWAKEN:
Anticipate Welcome Appreciate and Keep it real Excellence and Never.

2. Answers telephones routes call takes messages and provides routine information to patients

or staff. Responds to all telephone inquiries in a timely and courteous manner.

3. Provides guidance and direction to visitors and patients. Calls for transportation as

necessary.

4. Verifies patients demographic and personal information and enters them in the appropriate EHR program.

5. Verifies insurance benefits and eligibility by using eligibility portal in Nextgen and MediCal.

6. Schedules appointments by telephone and in person; follows up on failed and cancelled
appointments. Performs the 24 or 48hour patient appointment reminder calls or updates
status of text message calls into Dentrix. Contacts patients if their provider is unavailable on
any given day and documents any patient cancellations. Calls patients to backfill any open
appointment slots.

7. Covers for the Patient Service Lead when on leave and performs any task required from a Patient Services Lead.


8. Responsible to communicate equipment and office maintenance as needed.

9. Must collect patient payments copayments and deductibles and generate accurate receipts
for dental services rendered. Utilizes POS machine for Credit Card payment processing.
Collects all daily payments balances against Dentrix reports processes the needed
documentation and personally delivers fund to Lead.


10. Presents treatment plan estimate and makes financial arrangement with patient at time of
consultation based on the patients insurance coverage. Generates financial contracts
explains and collects signatures from all private and sliding fee scale patients. Processes all
financial contracts and submits them to the billing department accordingly.

11. Effectively identifies patient grievances follows established protocols to resolve or
determines escalation level and need to refer to supervisors.


12. Performs follow up on unpaid accounts during the checkin or check out process to ensure
collections report are within the organizations expectations of 95% or above.


13. Keeps abreast of all changes via web and/or by leadership with regards to changes in MediCal coverage for dental service.

14. Responsible for creating a patient record for all new patients.

15. If needed responsible for assisting patients in the filling out of registration and Medical History forms.
signed by patient.

16. Responsible for organizing new patient charts and ensures that all needed documents are

17. Responsible for sorting correspondence and referrals etc. identify with label and scan into
document center in EHR system.


18. Maintain privacy of all patients employee and volunteer information and access such
information only on a needtoknow basis for business purposes. Comply with all HIPAA
regulations regarding corporate integrity and security obligations.

19. Assures a signature on all reports correspondence referrals etc. from the appropriate
provider before filing the chart.

20. Assists patients in completing a record release/request form as needed.


Other Responsibilities


1. Maintains an adequate inventory of forms clerical supplies and Xerox paper.

2. Maintains established departmental policies and procedures objectives quality assurance

program safety environmental and infection control standards.

3. Participates in educational programs and inservices meetings.

4. Attends meetings as required.

5. Attends morning or afternoon huddles as directed by Manager

6. Performs other related duties as assigned or requested.



Position Qualifications

Education: Minimum High School or equivalent.

Experience: 1 year experience in a general office setting.

Equipment Used: Multi extension telephones. Personal computer Printers Fax and POS Machine.

Technical Knowledge: Knowledge of MediCal Medicare managed care plans third party rules and regulations and insurance agreements. Claims processing and daily operations of dental office OSHA regulations and safety procedures.


Skills: Bilingual (English/Spanish) preferred. Good oral and written communication. Experience with Dental Terminology NextGen Dentrix and Windows Office systems preferred. Typing of a minimum of 35 wpm. Dental records filing and dental terminology.

Physical Activities: Lifting of approximately 25 lbs.

Working Traits: Verbal ability for accurate and tactful explanations.

Working Condition: May be required to work some evenings and/or Saturdays.

POS ,dental,receptionist,front office,patient access rep