Patient Access Representative

Job Description
The Patient Access Representative greets, instructs, directs, and schedules patients and
visitors while serving as a liaison between patients and medical support staff. This role supports
clinic operations by maintaining accurate records, assisting staff, and providing excellent
customer service in alignment with organizational policies.

Primary Responsibilities
• Greeting patients and visitors in a prompt, courteous, and helpful manner
• Answer telephone calls courteously and route them appropriately
• Check in patients and verify/update information in the medical record
• Maintain/Schedule appointments according to clinic policies
• Maintain patient confidentiality
• Attend required meetings and participate in committees when requested
• Collect payments, post receipts, prepare deposits and complete daily balancing
• Process medical record requests using proper release guidelines
• Scan documents into the electronic medi...

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