patient account representative New Britain, CT
Job description
Reports to: Patient Access Supervisor/Practice
Manager
Date Approved:
Department: Child and Family Services, Adult
Outpatient & Forensic Programs
Cost Center: Varies
Job Code: Job Grade:
Titles
Reporting Into:
N/A FLSA Exemption - Check Only One:
Exempt
Non-Exempt
Work Location: Varies EEO Category:
Summary:
Responsible for administrative and clerical duties for the CMHA’s Open Access Center, providing
customer service support to program(s) to screen/register new and returning clients in our
Electronic Medical Record, assists with client’s information data entry, Enhanced Care Clinic
documentation, and database management to ensure effective client service and optimum
levels of client volume and flow.
Essential Responsibilities and Target Outcomes:
Manages all client accounts, including the processing of referral screenings and client
registration with insurance verification.
Receives and checks in visitors and clients and notifies appropriate staff.
Assists clients with admission/registration process to ensure accurate information for client
management database, including current insurance status and responsible party, demographics
and contact information is entered.
Files, retrieves, copies, and forwards chart/medical record information to facilitate client visit.
Answers multi-line phones to screen and route callers, take messages, and schedule
appointments to ensure optimum levels of client volume and flow, supporting reception and
medical records functions as needed.
Inputs all client information in database system and ensures information is accurate.
Follows up on “Intake/Psychiatric Evaluation no shows” and assesses scheduling problems.
Performs other related duties as assigned.
Community Mental Health Affiliates - Job Description
Job Description: Patient Access Representative
Principal Customers:
Interacts with clients, visitors, CMHA staff, Management, and Senior Management by providing
support, assistance and overall customer service.
Critical Work Relationships:
Clients, Visitors, CMHA staff and management, Senior Management
Minimum Requirements:
Education: High School Diploma / GED or equivalent experience.
Credentials and
Licenses:
N/A
Experience: Some successful experience working in an office environment,
preferably a minimum of 2 years.
Competencies:
Behavioral Skill Sets
Ability to work with the public and staff with professionalism and
courtesy, even under pressure.
Ability to accurately input client and accounts data at all times, with
minimal errors.
Ability to take initiative in duties and work with minimal supervision.
Ability to deal with client problems and emergencies quickly and
efficiently.
Ability to ensure the security and confidentiality of client information
and records in a professional manner consistent with codes of ethics.
Ability to display awareness/sensitivity towards culturally and
ethnically diverse client populations served by the organization.
Intermediate to advanced experience with Microsoft Office products,
including Word, Outlook, Excel and PowerPoint. Experience in or the
ability and willingness to learn how to use an Electronic Medical
Record (EMR) system including: appointment scheduling,
authorization tracking and billing information.
