Patient Access Representative Job Description Template

So, what is a patient access representative? They’re often the first staff member seen by patients in care settings and help with registration, insurance verification, scheduling, and support processes. If your facility is looking for additional support with welcoming patients and maintaining workflow, a targeted patient access representative job description is a great step toward recruiting the candidate best suited to your needs.

We know you want to fill your vacancies. Start streamlining the process by getting a good sense of where the market’s at with current patient access representative job openings and by reviewing some role-specific interview questions. To further assist your time-to-hire efforts, check out our helpful job description template below.

This free, downloadable template is fully customizable, and with our following tips for attracting the right candidates, you’ll be prepared to speak directly to the best match for your organization’s needs.

Patient Access Representative

Tips: The introduction of your patient access representative job description should immediately inform any prospective candidate of your expectations for the role. A quick summary will alert the prospective hire if this is a job they’re interested in without overwhelming the candidate and cluttering the application process.

This means that you’ll want to stick to the highlights of the patient access specialist role. Their overall function is to facilitate a smooth patient experience, assisting with important processes such as:

• Welcoming patients into the care setting.
• Assisting with clerical duties.
• Supporting communication flow.

Because you’re hitting the big picture aspects of the patient access representative role, this is also a great spot to touch on the larger values and mission of your organization. The job is equal parts administrative attention and customer service, aligning closely to many organizational efforts on behalf of high quality, person-centered care.

Template:

Are you passionate about helping people navigate their most vulnerable moments? At [facility name], we’re looking to hire an experienced patient access representative for our emergency and trauma departments. Qualified candidates will have at least two years of related experience or associated training.

As the first point of contact for many of our patients, you’ll be working alongside the healthcare team to guide patients through the registration and admission process, while maintaining documentation requirements and serving as a liaison for the patient’s logistic needs. This job is best suited for someone with excellent communication skills, a good attention to detail, and compassion.

If you have a heart for service and care about the patient experience as much as we do, continue reading below as we highlight the salary, benefits, and scheduling options we offer our valued team members.

Benefits

Tips: This section of your patient access representative job description should help entice interested candidates. Here, you’ll want to be specific about the workplace benefits and perks that you offer your employees. To avoid unintentionally misleading a future hire, it’s always a good idea to first run this list by human resources prior to publishing.

Template:

• Competitive pay
• Retirement plans and 401(k) options
• Health benefits (medical, vision, dental)
• FSA/HSA options
• Paid time off
• Tuition reimbursement
• Diversity, equity, and inclusion training
• Free parking

Duties and Responsibilities

Now’s your chance to get more specific. So, what does a patient access representative do, exactly? The answer will vary among organizations, so it’s important to specify the exact duties you’ll need a prospective hire to fulfill.

Because so much of the job is service-based, some may initially mistake your post for a patient service representative. Job descriptions with detailed responsibilities can help clarify any possible distinctions that your organization may use to differentiate between the two.

It’s also important to consider that patient access representativeskills are different from responsibilities. Focus on the specifics here, since the broad requirements typically belong in the introduction of a job description for patient access representatives. This will help keep your application streamlined and engaging.

Template:

Patient access representatives at our facility are expected to perform the following duties:

• Assist patients with registration and admission processes
• Help patients with directions and answers to their intake questions
• Obtain insurance and demographic information
• Collect copayments and communicate the patient’s financial responsibilities
• Verify that admission documentation requirements (like the authorization for treatment) are complete
• Schedule appointments
• Assist with managing telephone calls and serve as a backup concierge

Compensation and Shift Requirements

Tips: This is where you’ll want to list your pay rate (or range, if applicable) alongside opportunities for overtime, shift differentials, or holiday pay. Research supports that wage transparency is valued by prospective employees, and more enticing to applicants than postings that obscure information about potential salaries.

Template:

• Full-time (40 hours per week), 12p-8p
• 1 weekend per month requirement
• Hourly rate starts at $18/hour, with adjustments made for relevant education and experience
• Overtime and holiday pay are available
• Evening and night shift differentials are available
• Bi-weekly pay periods

Preferred Qualifications and Skills

Tips: Whether you’re hiring for a long-term care facility or a hospital, patient access representative job descriptions need to include the qualifications and skills required to achieve the goals of employment effectively and safely. However, it’s important to be mindful of the difference between a requirement and a preference.

Candidates may be discouraged from applying if the qualifications and skills listed are highly specific and exclusionary. You don’t want to miss out on the ideal hire who has plenty of customer service, communication, and clerical skills from similar job experiences.

Template:

Our patient access representative qualifications include:

• High-school diploma required, associates or bachelors degree preferred
• At least 2 years of working in a customer service- or clerical-based job, healthcare setting preferred
• Computer competency skills, electronic health record (EHR) familiarity preferred
• Excellent communication, time-management, and attention to detail and accuracy

Call to Action

Tips: At this point, a qualified patient access specialist candidate will be looking for more information on how to apply. Don’t make them search. Use this section of your job description to maintain their enthusiasm with a compelling call to action that guides them onward to complete the application.

Template:

Ready to make a difference in patients’ lives from the moment they walk through our doors? Learn more about becoming one of our valued team members and consider applying through our online portal today.

Ready to Complete Your Team With the Perfect Hire?

Even with your well-written patient access representative job description, reaching the right candidates can get tricky. Take the guesswork out of the process by posting to our nationwide job board and access over 1 million motivated healthcare professionals today.