Eligibility:
• Reviews 2-3 business days prior to visit the "Eligibility and Phone List" report to verify patient information and correct discrepancies as appropriate.
• Work those patients still needing verification; noted by unverified or ineligible insurance.
• Look up/verify co-pay amounts from eligibility screens and document in patients account.
• Maintain payer website access for multiple payers, utilizing sites for verification required outside of PM system.
Check-in:
• Validate reason for visit is selected.
• Identify self-pay patients
• Identify patients that needs a form filled out.
• Accurately completes registration and enters patient demographics & insurance(s) into PM/EHR system. Scans insurance card and driver's license into Athena.
• Obtains completed consent to treat, HIPAA, and release of information forms from patient.
• Explains co-pays, deductibles, co-insurance, account balances and other payment elements to patients as appropriate; refers patients to financial services staff, as needed.
• Proactively records patient email address for patient portal registration and educates patients on usage of patient portal, and confirm patient care summary preference.
• Collects co-payments and any outstanding balances at patient check-in and check-out, as applicable.
• For provider based locations, provide Medicare & Medicaid patients with Notice of Beneficiary Co-Insurance Letter.
• Works tasks or worklists to fix any patient information that impedes the billing process.
Revenue Cycle Reconciliation
• Performs all front office and revenue cycle assignments.
• Creates time of service batch and links to daily deposit batch. Reconciles balances and closes batch/drawer at end of day. Submits batches to designated resource.
Schedules:
• Verify primary care provider (PCP) per insurances and eligibility, if required, prior to scheduling patients for office visits. Documents reason for visit.
• Schedule, cancel or reschedule patient appointments in accordance with office-based scheduling guidelines.
• Maintains and updates patient appointment activity to ensure that schedule is optimized.
Reception:
• Greets patients and visitors professionally and warmly (with a smile) using AIDET principles.
• Ensures open communication with office staff by logging into all appropriate systems. Utilizes PM/EHR texting for real-time communication.
• Ensures waiting room area is neat and organized.
Referrals:
• Inbound: Obtains authorization from insurance companies to verify PCP, PCP authorization for specialty care, etc. prior to service.
• Outbound: Obtains authorizations from insurance companies for procedures, consultations, etc. prior to service. Requires CPT and Diagnosis coding understanding and knowledge.
Medical Records
• Scans and prints requested medical records in and out of PM/EHR system.
• Labels all documents in PM/EHR system per organizational policy.
Other duties as assigned:
• Collaborates with practice leadership to complete other duties deemed essential for the practice and performs other related duties as assigned.

Primary Care business hours are Mon-Fri 7:30a-5:30p. Urgent Care business hours are Mon-Fri 8a-8p; Sat 8a-2p. Position would require every other weekend, rotating nights, weekends and holidays.

Our Commitment to Diversity and Inclusion
 

Trinity Health is one of the largest not-for-profit, Catholic healthcare systems in the nation. Built on the foundation of our Mission and Core Values, we integrate diversity, equity, and inclusion in all that we do. Our colleagues have different lived experiences, customs, abilities, and talents. Together, we become our best selves. A diverse and inclusive workforce provides the most accessible and equitable care for those we serve. Trinity Health is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by law.