Pt Acc Svcs Lead/Fin Counselor

Summary

Job Summary:
We are seeking a detail-oriented and service-driven Patient Access Services Lead / Financial Counselor to support and lead the daily operations of Patient Access Services. This role is responsible for overseeing registration processes, up-front and point-of-service (POS) collections, cash handling, and financial counseling. The Lead will serve as a key resource for staff and patients, ensuring efficient workflows, excellent customer service, and accurate data collection.

Key Responsibilities:

• Lead and support daily front-line operations of Patient Access Services.

• Conduct professional patient interviews to obtain demographic, financial, and biographical information.

• Accurately and efficiently process patient registrations.

• Oversee and participate in cash collections, up-front payments, and POS transactions.

• Provide financial counseling to patients regarding insurance, coverage, and payment options.

• Work closely with the Patient Access Manager to ensure effective departmental performance and compliance with policies and procedures.

• Promote a culture of quality, service excellence, and patient-centered care.

Qualifications:

Education:

• High school diploma or GED required.

Experience:

• Minimum of 2 years of customer service experience required.

• Prefer at least 2 years of clerical experience with proficiency in Microsoft Windows.

Other Requirements:

• Excellent verbal and written communication skills.

• Must complete the required Patient Access Services training and pass the competency exam with a score of 90% or higher.

• Strong computer and data entry skills.

• Ability to multitask, think critically, and work independently in a fast-paced environment.