Administrative - Patient Access Representative

Location: Onsite - CPMC Mission Bernal Campus Sutter Provides all Equipment

• 2+ years of experience in a hospital, clinic, insurance, managed care, or financial services setting performing patient access, financial clearance, financial counseling, or customer service activities
• Excellent customer service skills with a welcoming, professional approach to patients and families
• Experience obtaining and accurately entering patient demographics, insurance, financial, and registration information
• Experience with insurance eligibility and benefit verification and patient registration workflows
• Comfort collecting copays, deductibles, and other patient payments
• Proficiency in EPIC and ability to work accurately across multiple computer systems
• Strong data-entry skills with excellent accuracy and attention to detail
• Strong verbal communication, active listening, and interpersonal skills
• Ability to multitask, prioritize work, and adapt in a fast-paced patient-facing environment
• Ability to maintain confidentiality and appropriately handle sensitive patient information

Preferred

• Experience specifically within Patient Access, admitting, or registration
• Working knowledge of medical and insurance terminology
• Experience with referral/authorization and financial clearance workflows
• CHAA, CPAT, or CRCR certification
• Bilingual proficiency in English and another language
• Experience working collaboratively across departments and with diverse patient populations

Summary / Duties: The Patient Access Representative provides onsite registration and admitting support at CPMC Mission Bernal Campus, serving as a primary point of contact for patients and families. Responsibilities include greeting patients, verifying demographic, clinical, financial, and insurance information, completing patient registration, authenticating patient identity, obtaining required signatures and physician orders, and supporting insurance eligibility and benefit verification.

The representative calculates estimated patient liability, communicates financial responsibility, collects copays and deductibles, processes payments, and refers appropriate cases for financial counseling. This role requires accurate documentation in EPIC and other registration systems, strong customer service, confidentiality, attention to detail, and the ability to manage multiple priorities in a fast-paced healthcare environment.