Patient Intake Associate

Essential Functions

• Greet patients and visitors in a friendly and professional manner.
• Collect accurate demographic and insurance information from patients during the registration process.
• Assist all patients with Doctors Hospital health system financial intake process, including but not limited to executing financial counselling and navigating all patients through financial clearance.
• Verify and update patient information in the electronic health records system.
• Ensure all necessary consent forms and legal documents are completed and signed by patients or legal guardians.
• Provide patients with necessary information regarding hospital policies, procedures, and services.
• Always maintain patient confidentiality and privacy.
• Schedule patient appointments, consultations, and follow-up visits using the hospital's scheduling system.
• Confirm appointments and communicate any changes or cancellations to patients.
• Coordinate with medical staff and other departments to ensure the availability of necessary resources for scheduled appointments.
• Assist patients in rescheduling appointments when necessary.
• Collect payments from patients for services rendered, including co-pays, deductibles, and self-pay fees.
• Verify insurance coverage and eligibility and communicate financial responsibilities to patients.
• Process credit card transactions and issue receipts for payments.
• Maintain accurate records of all financial transactions and reconcile the cash drawer at the end of each shift.
• Collaborate with the billing department to resolve any payment-related issues or discrepancies.
• Provide exceptional customer service to patients, families, and visitors, addressing their inquiries and concerns in a timely and professional manner.
• Collaborate with other hospital departments to ensure seamless communication and coordination of patient care.
• Verify insurance coverage and eligibility for patients prior to their appointments.
• Obtain pre-authorization for tests, procedures, and surgeries as required by insurance providers.
• Communicate insurance-related information to patients, including coverage limitations and out-of-pocket expenses.
• Assist patients with wayfinding, providing directions and escorting them to appropriate locations within the hospital.
• Adhere to the hospital's established policies, procedures, and protocols.
• Comply with all applicable regulations, including Joint Commission International (JCI) standards and guidelines.
• Maintain a safe and clean working environment, following infection control protocols and other safety measures.
• Participate in ongoing training and professional development activities to enhance job knowledge and skills.

Qualifications and Experience

• Bachelor’s degree in Business administration, Healthcare Administration, Finance, or a related field.
• Minimum of three years of experience in a healthcare setting, preferably in patient registration or a similar role.
• Proficient computer skills with an intermediate to advanced level of proficiency in the Microsoft Office software suite (Excel, Word), including experience with electronic health records systems and scheduling software.
• Excellent communication and interpersonal skills, with the ability to interact effectively with patients, families, and healthcare professionals.
• Strong attention to detail and accuracy in data entry and documentation.
• Ability to handle confidential information with discretion and maintain patient privacy.
• Demonstrated customer service skills and the ability to remain calm and professional in challenging situations.
• Knowledge of medical terminology, insurance verification, and payment processing procedures is advantageous.
• Familiarity with Joint Commission International (JCI) accreditation standards is a plus.
• Ability to multitask and prioritize tasks effectively in a fast-paced environment.
• Strong problem-solving skills and the ability to make decisions independently.
• Flexibility to work occasional evenings, weekends, and holidays as needed.