Evolve Orthopedic Partners
Patient Access Representative
1 month ago
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Important information
Contract type:
Permanent
Location:
Clifton Park, NY 12065, USA
Work mode:
Onsite
Published on:
24 September 2026
What they need
Join the OrthoNY team as a Patient Access Representative, where you'll play a key role in ensuring our patients receive exceptional care from their very first interaction. As part of our collaborative and dedicated team, you'll help create a welcoming environment, manage patient information with precision, and support smooth clinic operations.
If you’re passionate about providing top-notch service and working together to make a difference in patients' lives, we want to hear from you! Apply Today! Monday-Friday 7:30am-2pm
Description General Description As the first impression of our practice, the Patient Access Representative pleasantly and professionally greets all patients with a high level of positive customer service. They must accurately and efficiently collect and enter registration information needed to facilitate proper processing and payment follow-through for all services rendered.
Responsibilities
- Prepare appointments for the following day to ensure accuracy of data – to include but not limited to ensuring all required fields and forms are present and complete, eligibility has been run and benefits pulled forward, new vs. established patient status has been properly identified and insurance responsibility is accurate;
- Greets patients promptly and professionally;
- Professionally answers incoming phone calls;
- Reviews any necessary data/forms with patient to ensure accurate and complete records are in the EMR;
- Properly collects copayments and balances;
- Performs responsibilities within OrthoNY’s practice management system in a standard manner as defined by the Patient Access Supervisor/Manager;
- Works and communicates with other departments as needed to ensure timely and accurate processing of patient information and throughput to the clinic;
- Reconciles daily payments received with the system batch, ensuring proper accounting for all payments taken, accurately compiling reports and closing individual financial batches for each day;
- Reviews patient follow-up requirements on check out, making any necessary follow-up appointments as well as following proper protocols for any tests needing to be scheduled;
- Prints (or sends to patient portal) any handouts that need to be given to the patient;
- Maintains a high level of confidentiality and complies with HIPAA standards;
- Maintains a neat and organized workspace, and restocks supplies as needed;
- Travels to other offices as needed for coverage;
- Other duties as assigned.
Qualifications
- High School Diploma required; some higher education preferred;
- Knowledge of medical insurances preferred;
- Exceptional customer service skills required;
- Experience working with an EMR/PM required;
- Exceptional written, verbal and interpersonal communication skills;
- Highly organized with strong attention to detail;
- Quick thinker with ability to pivot in a fast-paced environment;
- Ability to multi-task in a high-volume environment is a must;
- Valid driver’s license and vehicle for needed travel
Other Information
- Ability to travel to various OrthoNY locations if needed. Reliable transportation is essential.
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