Patient Access Representative Goals and Objectives Examples
Answer all incoming phone calls promptly.
Greet patients with a warm and friendly attitude.
Schedule appointments accurately.
Verify insurance information for each patient.
Enter patient data correctly into the system.
Obtain all necessary patient information during registration.
Accept payment from patients and provide receipts upon request.
Respond to emails in a timely manner.
Maintain an organized and clean work area.
Keep up-to-date with changes in healthcare laws and regulations.
Attend all required training sessions.
Take initiative in problem-solving situations.
Follow all HIPAA regulations for confidentiality.
Communicate effectively with patients, coworkers, and management.
Be willing to assist other departments when necessary.
Meet or exceed monthly goal of scheduled appointments.
Provide excellent customer service to all patients and visitors.
Handle difficult patient situations with patience and professionalism.
Complete tasks accurately and efficiently.
Assist patients with filling out necessary paperwork.
Offer options for payment plans if necessary.
Maintain a positive attitude at all times.
Process patient referrals in a timely manner.
Review medical records for completeness and accuracy.
Work collaboratively with other team members.
Actively participate in staff meetings.
Participate in quality improvement activities.
Provide translation services if needed.
Have knowledge of medical terminology and coding.
Assist with insurance pre-authorizations as needed.
Monitor waiting room traffic and make adjustments as needed.
Ensure patient satisfaction with their visit.
Maintain accurate inventory of office supplies.
Understand the importance of patient privacy and confidentiality.
Communicate effectively with physicians and clinical staff.
Assist patients with rescheduling appointments as needed.
Collaborate with billing department to ensure accurate billing of services rendered.
Maintain accurate records of patient interactions and complaints.
Follow up with patients after their visit to ensure satisfaction.
Collect and record copays accurately and in a timely manner.
Assist with marketing initiatives to increase patient volume.
Address patient concerns in a timely manner.
Ensure that all electronic health records are updated accurately and in a timely manner.
Create an inviting and welcoming atmosphere for patients and visitors.
Provide clear and concise directions to hospital departments and buildings.
Work closely with community organizations to promote health awareness.
Dedicate time to ongoing professional development opportunities.
Provide exceptional customer support to all stakeholders.
Manage patient status updates.
Manage scheduling cancellations, reschedules, and walk-ins.
Coordinate departmental workflows.
Recognize opportunities for process improvements within the organization.
Facilitate the coordination of resources for patients.
Maintain accurate knowledge of healthcare industry standards and requirements.
Conduct regular audits of patient accounts to ensure accuracy.
Maintain current knowledge of available medical resources and insurance payers.
Dedicate time to building vendor/partner relationships.
Utilize technology effectively to manage patient accounts.
Prepare documentation for financial counseling services.
Engage with social workers and care coordinators to improve patient outcomes.
Manage patient access and flow throughout the facility.
Coordinate transportation solutions for patients.
Provide additional support for special needs patients.
Foster strong communication skills across the patient service team.
Help patients access resources such as medical devices, medication assistance programs or health information materials.
Track daily, weekly, and monthly performance metrics related to tasks performed.
Compile, analyze, and report on those metrics to help identify areas for improvement or adjustment.
Continuously assess processes to ensure we are delivering optimal service levels.
Steer patients towards appropriate education resources.
Monitor wait times, assess productivity, and adjust staffing levels accordingly.
Ensure seamless transition between shifts through effective communication.
Identify potential areas of revenue loss or leakage and suggest solutions to eliminate these issues.
Help track collections performance and recommend improvements as needed.
Ensure compliance with applicable accreditation standards, such as The Joint Commission (TJC) requirements for patient access services.
Develop clear, concise communications regarding patient access policies, procedures, and best practices for employees.
Design effective training programs for new hires/ trainees.
Participate in various committees or task forces aimed at improving organizational performance by identifying innovative solutions grounded in best practices.
Liaise with finance to ensure accurate medical billing practices are followed.
Seek out coaching or training opportunities as necessary to improve performance or gain expertise in a given area.
Encourage open communication among staff and management while maintaining strict adherence to company policies.