The Patient Access Representative is the friendly and helpful face of TOA – generally, the first person who interacts with our patients or their families. The Patient Access Representative sets the tone for a great patient visit by professionally and compassionately attending to the patients as they arrive for their appointment at TOA.

The Patient Access Representative serves a very important role as TOA provides its services to the patients and families. Primarily, the Patient Access Representative welcomes the patient to our facility warmly and professionally, works to ensure they are checked in for their appointment, and that all the necessary paperwork and insurance information is obtained. It is a fast-paced work environment, but one that requires focus on each and every patient interaction.

• Upon the patients’ arrival, verify their demographic information, update and change insurance information as appropriate, and scan insurance cards and driver’s licens.
• Enter referral into computer and link to case
• Collect copayment, coinsurance, deductible, and balances
• Prep for daily clinics for upcoming appointments and print related documents
• Create a record of the appointment, or an encounter and print
• Schedule follow-up appointments as necessary

At TOA, our patients deserve the best care, and we strive to differentiate our practice by having the most qualified and skilled Patient Access Representatives available.

• College is preferred, and a high school diploma or equivalent is required.
• At least one year medical office administration experience is preferred, with demonstrated success understanding some experience in an orthopaedic office a plus
• Exceptional customer service and patient focus. Our Patient Access Representatives must make each encounter as positive as possible, realizing we are there to serve them in the most professional manner
• Knowledge of Insurance, particularly health insurance provisions is essential,
• Previous experience including collecting copayment, deductibles, coinsurance, and balances
• Knowledge of administrative and clerical procedures, including experience with computer systems. Experience with an EHR or NextGen is a plus
• Focus on attention to detail, ensuring that all documentation is entered accurately and swiftly
• The ability to multi-task and maintain flexiblity – including flexibility in work schedules to adjust to necessary clinic hours
• Collaboration, working closely with clinical colleagues and administrative team mates to develop a cohesive, high performing team
• An energetic and enthusiastic pace at work, with the ability to swiftly and accurately manage the flow of patients through the clinic, without any diminishing focus on patient care
• Dependability, with a reliance on the capacity to be at work on-time, every day so our patients can receive the care they need in a timely manner