Patient Account Representative, Robert Half

Robert Half

Location:
United States, San Mateo

Category:
Health and Beauty

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

We are seeking a Patient Account Representative to join our healthcare team in San Mateo, California. In this role, you will be responsible for handling patient-related tasks, maintaining accurate patient records, and ensuring smooth patient and workflow within the department.

Job Responsibility:

Manage patient flow including pre-visit preparation, assisting with the patient visit, and post-visit duties
Execute a plan to meet the needs for registration, scheduling, billing/claims inequities, and general questions
Assist in resolving issues and improving the quality of care, ensuring necessary authorizations are obtained prior to patient visits
Update patient demographics and troubleshoot any billing problems that may arise
Prepare patients for appropriate exams/procedures by reviewing Electronic Health Record (EHR) for health maintenance, disease management, overdue or due-soon services, and pend orders, when appropriate
Assist the Clinician with EHR In-Basket management for prescription refills results, authorizations/referrals and non-clinical secure e-messages
Manage rooming and patient flow, ensuring that exam rooms are clean, stocked and appropriately set up each day prior to rooming patients
Provide informational pamphlets and after care instructions to patients, and/or after visit summary as instructed by the Clinician
Receive and record lab/radiological test results via telephone or computer and ensure that those results and related reports are with the patient’s medical record at the time of the patient’s visit
Relay Clinician instructions/orders to pharmacy (refills only without changes), patients and other entities via computer, phone, fax or email

Requirements:

Minimum of 2 years of experience in a similar role within the healthcare or NHS industry
Must have be a Certified MA
Proficiency in using CRM and EHR systems
Experience with McKesson is highly desirable
Strong skills in Microsoft Excel and Microsoft Office Suites
Familiarity with Benefit Functions and Billing Functions
Experience in handling Cash Activity and Claim Administration
Proficiency in Complaint Handling
Excellent communication and interpersonal skills
Ability to work in a fast-paced environment and handle multiple tasks simultaneously
Must possess strong problem-solving abilities and attention to detail
Demonstrated ability to maintain confidentiality and handle sensitive information with discretion
Familiarity with healthcare terms and procedures is preferred
Strong organizational skills and ability to prioritize tasks effectively
Must have a proactive approach and the ability to work independently as well as part of a team

Nice to have:

Experience with McKesson
Familiarity with healthcare terms and procedures

What we offer:

medical
vision
dental
life and disability insurance
401(k) plan

Additional Information:

Job Posted:
May 14, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Patient Account Representative