Pt Acc Svcs Lead/Fin Counselor

Job Summary:

We are seeking a detail-oriented and service-driven Patient Access Services Lead / Financial Counselor to support and lead the daily operations of Patient Access Services. This role is responsible for overseeing registration processes, up-front and point-of-service (POS) collections, cash handling, and financial counseling. The Lead will serve as a key resource for staff and patients, ensuring efficient workflows, excellent customer service, and accurate data collection.

Key Responsibilities:

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  Lead and support daily front-line operations of Patient Access Services.

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  Conduct professional patient interviews to obtain demographic, financial, and biographical information.

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  Accurately and efficiently process patient registrations.

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  Oversee and participate in cash collections, up-front payments, and POS transactions.

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  Provide financial counseling to patients regarding insurance, coverage, and payment options.

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  Work closely with the Patient Access Manager to ensure effective departmental performance and compliance with policies and procedures.

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  Promote a culture of quality, service excellence, and patient-centered care.

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Education:

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• High school diploma or GED required.
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Experience:

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  Minimum of 2 years of customer service experience required.

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  Prefer at least 2 years of clerical experience with proficiency in Microsoft Windows.

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Other Requirements:

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  Excellent verbal and written communication skills.

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  Must complete the required Patient Access Services training and pass the competency exam with a score of 90% or higher.

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  Strong computer and data entry skills.

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  Ability to multitask, think critically, and work independently in a fast-paced environment.

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