Patient Financial Access Spec-OP | Flex Position

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To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day.

The Patient Financial Access Specialist - OP is responsible for all the Patient Financial Access Facilitator functions

and responsibilities as well as provides support with complex scheduling in more than one outpatient service area .

Utilizing effective communication and effective use of technology, performs a variety of functions including accurate

patient identification while adhering to Red Flag procedures to ensure patient safety. Obtains and updates the

patients demographic and financial information utilizing multiple computer systems to assure timely processing of

the patients visit. Functions as the liaison between the physician and the patient in managing appointment and

procedure scheduling for both internal and external patient appointments. This individual works closely with patients ,

physicians and nurse professionals within the clinic setting and is responsible for accurately managing and making

decisions related to sequencing of complex procedures, physician appointments, infusion/chemotherapy and other

multifaceted services. Communicates directly with the patient and/or the physician office to ensure instructions,

preparations or laboratory test requirements prior to the procedure /appointment have been met. Coordinates multiple

patient appointments and manages patient and insurance demographics to ensure appropriate reimbursement for

services provided. This individual will be responsible for making decisions around exams ordered as they relate to

meeting Medical Necessity and follow up with patient and/or physician when a Waiver or ABN is required. Individual

is cognizant of imaging and other satellite sites across the System and appropriately aligns appointments with

patient locations. A major focus in completing these responsibilities will rely on the individual s attention to detail,

specificity and accuracy as it relates to the procedure, the appointment or the chemotherapy, the supporting

documentation and an extraordinary level of patient sensitivity and compassion. Position requires the individual to

maintain a high awareness of Service Excellence representing "I am YNHH" at all times and in all locations.

Performs certain statistical and QA functions. Helps develop new procedures and participates in the planning ,

implementation, and training of system improvements to enhance the operating functions of the department.



1. Patient Throughput: Ensures all required information obtained from referring physicians and providers in

clinical areas are provided to the third party payers to ensure reimbursement for services delivered within the

outpatient setting.

1.1 Accurately schedules patient follow-up physician appointments in the appropriate scheduling system

using guidelines and requirements identified within the system.

2. Insurance: Demonstrates a solid understanding of the various insurance carriers options and completes

insurance entry accurately, satisfying billing requirements to ensure a payable account.

2.1 Exhibits a comprehensive understanding of the online eligibility and insurance website systems

including understanding patients eligibility, determining benefits and co-pay amount due. Documents

appropriate computer system according to departmental policies.

3. Complex Appointment Scheduling: Coordinates and supports tasks related to patient appointment


3.1 Maintains a strong working knowledge of the Epic system with the ability to schedule complex and time

sensitive appointment types.

4. Resource Management/Quality Assurance (QA): In collaboration with Supervisor/Manager, provides support

in the other outpatient service department and routinely provides coverage as necessary to maintain skill


4.1 Independently optimizes time related to patient appointment scheduling.

5. Customer Service: Provides service excellence as outlined in the Health System Standards of Professional


5.1 Ensures smooth functioning of all processes in order to guarantee a positive patient experience by

acknowledging and receiving patients and visitors to the department following the YNHHS Standards of

Professional Behavior.

6. Template Management - Addendum: Works with the clinical staff to maintain Epic Templates for various


6.1 Meets with clinical team to plan and create scheduling templates for various disciplines in the Epic


7. Performs other duties as assigned by Management.

7.1 As needed, reviews and updates all training materials and provides training to other staff members.



High school diploma or GED required. Associate degree preferred.


Two (2) to three (3) years work experience in a customer service environment preferably in hospital /physician office

with emphasis on registration, scheduling, and all aspects of medical insurance and eligibility requirements





Self-directed, well organized and exhibiting team oriented skills with the ability and desire to educate and advocate

for patients and their families. Must be able to multitask and reprioritize in response to fluctuations in volume .

Strong interpersonal skills and ability to build rapport with a wide variety of individuals including clinical staff in order

to meet the patients needs. Excellent investigative, critical thinking and problem solving skills. Intermediate

computer skills and the ability to adapt to various programs/systems. Demonstrated proficiency in understanding

registration work queues that affect workflow. Must be able to provide training or in -service to other staff and areas

within the department and Hospital. Consistently demonstrates effective written and oral communication skills in

coordination with the Standards of Professional Behavior with the ability to communicate complex requirements

across clinical and financial disciplines.

  • 1
  • Negotiable
  • None
  • None
  • Re-179043
  • Permanent
  • 1

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