CC Intake-Referral Auth

Position Summary

The Intake Registration Clerk interviews incoming patients or their representatives, prepares registration forms for signature, verifies insurance eligibility, benefits, and authorizations, and processes charges into the computer system for services rendered. This role also includes functions of cashier, telephone operator, and health information clerk, and is responsible for completing authorizations and referrals for medical services.

Essential Functions

Registration & Intake

• Obtain and verify accurate registration data:
  • Social, financial, and personal information
  • Insurance forms, ID cards, and patient identification
• Manage the registration process:
  • Determine services needed (e.g., pre-registration)
  • Obtain necessary signatures
  • Explain clinic policies and third-party payer procedures
  • Complete and explain MSP forms for Medicare patients
  • Secure proper authorizations prior to services
  • Document account activity and financial status

Health Information Management (Paper Charts)

• Assemble charts in proper order
• Create filing charts with correct terminal digit stickers
• Generate medical record deficiency slips
• Maintain filing systems in designated areas

Confidentiality & Compliance

• Ensure confidentiality and security of patient health information
• Provide feedback on admission and billing process quality
• Obtain and verify authorizations for release of records
• Assemble nightly documentation for HIM coding
• Respond promptly to departmental inquiries

Clerical & Communication Duties

• Answer phone calls efficiently and courteously
• Type and compile necessary reports

Filing & Scanning

• Scan lab and ancillary reports into medical records
• File completed charts in permanent system (terminal digit order)
• Organize incomplete charts in designated area
• Maintain filing system accuracy and completeness

Financial Responsibilities

• Balance cash drawers
• Accept payments (cash, credit, checks)
• Generate receipts for patients and guarantors

Authorizations & Referrals

• Complete authorizations and referrals for appointments and procedures
• Review medical history and insurance coverage for approval
• Contact referring physicians for additional information
• Input and update patient information in EMR
• Monitor schedules and maintain referral documentation
• Review referral/authorization details with patients
• Remind patients of scheduled appointments

Authorization Tasks:

• Process prescription and procedure authorizations
• Check patient eligibility and benefits
• Schedule procedures
• Complete referrals
• Enter all data into EMR

Policy & System Usage

• Demonstrate understanding of Admission Policies and Procedures
• Routinely use Admissions Policy manual and reference materials
• Utilize HIS Affinity system to full capacity and adapt to system enhancements

Other Responsibilities

• Promote positive patient and interfacility relations in a caring environment
• Maintain confidentiality of patient, service, and financial information
• Perform similar duties across multiple outpatient departments
• Cross-train to support other outpatient functions
• Exhibit strong customer service and teamwork
• Stay organized and manage priorities effectively
• Follow through on delegated tasks with accountability

Education, Experience & Skills

• High school diploma or equivalent
• Minimum 3 years experience in patient registration (hospital preferred)
• Knowledge of medical terminology preferred
• Mathematical ability to review financial records
• Proficient with 10-key adding machine, typing, and computer systems
• Accuracy prioritized over speed
• Familiarity with filing systems and copy machines
• Bilingual (Spanish/English) preferred
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AGE OF POPULATION SERVED: 

Newborn  Infant/Pediatric  Adolescent  Adult  Geriatric  All  No Patient Care X

PHYSICAL REQUIREMENTS:

• Sits, stands, bends, lifts, and moves intermittently during working hours.
• Visual and hearing acuity pertinent to communicating with customers.