Patient Access Lead - Greenbrae, CA
About the position
The Patient Access Lead at UnitedHealth Group is responsible for ensuring a positive patient experience throughout the financial clearance process. This role involves interviewing patients, verifying insurance information, counseling patients about their financial obligations, and assisting with payment plans. The Patient Access Lead also supports the Registration Management Team with training and quality assurance, ensuring accurate demographic and insurance information capture for appropriate reimbursement.
Responsibilities
Interview patients to obtain, clarify, and verify all demographic and insurance information not previously gathered.
,
Identify and correct any errors found in the registration information.
,
Review insurance verification information and account notes entered by the Patient Registration Representative and/or Registration.
,
Ensure timely and accurate completion of insurance verification and benefit information for urgent/emergent admits.
,
Explain the Payment and Billing Assistance Program to all patients regardless of financial concerns or limitations.
,
Identify outstanding balances from patient's previous visits and attempt to collect any amount due.
,
Provide referral to external agencies and/or third-party vendors for financial assistance.
,
Assist patients with the completion of payment assistance program applications.
,
Assess a patient's ability to meet their financial liability and assist with arranging payment plans as needed.
,
Document conversations with patients regarding agreement to payment plans and obtain necessary signatures.
,
Meet CMS billing requirements for documentation and regulatory compliance.
,
Provide financial clearance services to self-pay patients prior to discharge or within 24-business hours of discharge.
,
Provide on-site customer service for walk-in patients with billing-related questions.
,
Work closely with Case Management, Health Information Services, Social Work Services, and physician offices for information sharing.
,
Maintain up-to-date knowledge of all registration areas to provide coverage as needed.
,
Assist with generating KPI reporting for review with the Registration Management team.
Requirements
High School Diploma/GED (or higher)
,
2+ years of experience in customer service, preferably in a healthcare environment
,
Ability to work onsite at 250 Bon Air Rd, Greenbrae, CA
,
Ability to work full-time (40 hours/week) Monday - Friday 8:30am to 5:00pm.
Nice-to-haves
Thorough understanding of insurance policies and procedures
,
Thorough understanding of charity care programs and payment assistance programs
,
Working knowledge of facility pricing structure and cost estimates
,
Basic knowledge of ICD-9 (10) and CPT terminology
,
Working knowledge of medical terminology
,
Able to perform basic mathematics for payment calculation
,
Experience in requesting and processing financial payments
,
Intermediate to advanced computer skills
,
Excellent interpersonal, communication and customer service skills
,
Associate's Degree
Benefits
Paid Time Off which you start to accrue with your first pay period plus 8 Paid Holidays
,
Medical Plan options along with participation in a Health Spending Account or a Health Saving account
,
Dental, Vision, Life & AD&D Insurance along with Short-term disability and Long-Term Disability coverage
,
401(k) Savings Plan, Employee Stock Purchase Plan
,
Education Reimbursement
,
Employee Discounts
,
Employee Assistance Program
,
Employee Referral Bonus Program
,
Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.)
Apply Now
The Patient Access Lead at UnitedHealth Group is responsible for ensuring a positive patient experience throughout the financial clearance process. This role involves interviewing patients, verifying insurance information, counseling patients about their financial obligations, and assisting with payment plans. The Patient Access Lead also supports the Registration Management Team with training and quality assurance, ensuring accurate demographic and insurance information capture for appropriate reimbursement.
Responsibilities
Interview patients to obtain, clarify, and verify all demographic and insurance information not previously gathered.
,
Identify and correct any errors found in the registration information.
,
Review insurance verification information and account notes entered by the Patient Registration Representative and/or Registration.
,
Ensure timely and accurate completion of insurance verification and benefit information for urgent/emergent admits.
,
Explain the Payment and Billing Assistance Program to all patients regardless of financial concerns or limitations.
,
Identify outstanding balances from patient's previous visits and attempt to collect any amount due.
,
Provide referral to external agencies and/or third-party vendors for financial assistance.
,
Assist patients with the completion of payment assistance program applications.
,
Assess a patient's ability to meet their financial liability and assist with arranging payment plans as needed.
,
Document conversations with patients regarding agreement to payment plans and obtain necessary signatures.
,
Meet CMS billing requirements for documentation and regulatory compliance.
,
Provide financial clearance services to self-pay patients prior to discharge or within 24-business hours of discharge.
,
Provide on-site customer service for walk-in patients with billing-related questions.
,
Work closely with Case Management, Health Information Services, Social Work Services, and physician offices for information sharing.
,
Maintain up-to-date knowledge of all registration areas to provide coverage as needed.
,
Assist with generating KPI reporting for review with the Registration Management team.
Requirements
High School Diploma/GED (or higher)
,
2+ years of experience in customer service, preferably in a healthcare environment
,
Ability to work onsite at 250 Bon Air Rd, Greenbrae, CA
,
Ability to work full-time (40 hours/week) Monday - Friday 8:30am to 5:00pm.
Nice-to-haves
Thorough understanding of insurance policies and procedures
,
Thorough understanding of charity care programs and payment assistance programs
,
Working knowledge of facility pricing structure and cost estimates
,
Basic knowledge of ICD-9 (10) and CPT terminology
,
Working knowledge of medical terminology
,
Able to perform basic mathematics for payment calculation
,
Experience in requesting and processing financial payments
,
Intermediate to advanced computer skills
,
Excellent interpersonal, communication and customer service skills
,
Associate's Degree
Benefits
Paid Time Off which you start to accrue with your first pay period plus 8 Paid Holidays
,
Medical Plan options along with participation in a Health Spending Account or a Health Saving account
,
Dental, Vision, Life & AD&D Insurance along with Short-term disability and Long-Term Disability coverage
,
401(k) Savings Plan, Employee Stock Purchase Plan
,
Education Reimbursement
,
Employee Discounts
,
Employee Assistance Program
,
Employee Referral Bonus Program
,
Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.)
Apply Now