Description:
POSITION SUMMARY:
Assist clients with registration and program eligibility paperwork and provide follow-up support on eligibility. Assist patients with appointment scheduling. Cross train for all patient access responsibilities.
DUTIES AND RESPONSIBILITIES:
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Interviews patients or authorized representative to gather information while determining eligibility for San José Clinic services.
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Spend most of the workday reviewing and organizing files and papers. Organization and attention to detail are extremely important.
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Obtains, verifies, and calculates income and resources to determine patient sliding-fee level eligibility.
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Ensure program eligibility forms are completed as required.
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Provide clients with list of required eligibility documents.
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Provide information and educate patients on clinic procedures relative to contributions for San José Clinic services.
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Performs data entry of eligible clients into electronic system.
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Obtain client information by answering telephone calls, interviewing clients and verifying information. Contacting customers will be necessary to gather necessary information and explain outcomes.
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Scans all necessary demographic, financial information, consents and other missing documents required for registration and to properly determine San José Clinic eligibility.
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Monitor pending applications to ensure they are completed on a timely basis. Follow up with patients daily to close out pending applications.
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Respond to client email inquiries, and other non-phone inquiries/communications.
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Refer patients to community service organizations as needed.
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Coordinate with patient access team members regarding eligibility status updates.
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Manages a high volume of applications and data entry daily. Enters all data into Athena accurately and in the required timeframe.
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Complete monthly reporting and maintain eligibility status records in Excel.
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Maintain up to date and orderly eligibility files.
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Attends community outreach events as assigned.
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Cross train for all patient access responsibilities.
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Attention to detail and a positive attitude are keys to success in this position.
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Prioritizes and completes all work in an accurate, effective and efficient manner.
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Follows all HIPAA and OSHA guidelines and regulations, including assisting HIPAA and OSHA Officers in ensuring compliance.
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Maintains confidentiality of patient information/records at all times.
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Maintains established San José Clinic policies, procedures, objectives, quality assurance, safety, environmental and infection control.
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Implements job responsibilities in a manner that is consistent with the San José Clinic Mission and Code of Conduct and is supportive of San José Clinic cultural diversity objectives.
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Build and maintain positive working relationships with team members, other departmental employees, and the public utilizing principles of effective customer service.
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Performs other duties as assigned.
Benefits:
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Medical, dental, and vision
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401(K) 4% match
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19 PTO days
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Floating holiday
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DEI day
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11 paid holidays
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Group life insurance
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Voluntary life insurance
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Short term disability
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Long-term disability
Start Date: 5/20/2024
Requirements:
QUALIFICATIONS, EDUCATION AND EXPERIENCE:
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High school diploma or equivalency; college degree preferred.
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Bilingual English/Spanish required.
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Minimum one to three years' experience in a medical office including at least one year of relative experience.
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Must be comfortable working with financial documents (tax returns, pay stubs, etc.) and evaluating them relative to program eligibility.
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Proficiently use the computer medical management software entering and updating patient information as required, including, daily input of patient and insurance information.
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Proficiently use the electronic medical records software entering and updating patient information as required, including, daily input of patient and insurance information.
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Excellent communication skills
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Knowledge of standard office policies and procedures.
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Knowledge of insurance eligibility requirements.
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Skill in organizing time and managing multiple demands.
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Skill in dealing with patients and visitors as well as other staff members.
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Ability to work independently and use good judgment in work prioritization.
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Ability to complete difficult/complex tasks.
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Ability to follow oral and written instructions.
PHYSICAL REQUIREMENTS:
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Ability to sit, stand, bend, and stoop for (long) periods of time.
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Ability to exert up to 50 pounds of force occasionally/frequently.
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Ability to work in a stressful environment.
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Ability to respond to emergencies/crises.
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Exposure to noise.
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Exposure to blood and/or body fluids.