FinancialClearanceRep

## **Job Summary** Under the direction of the Director, of Financial Clearance, the Financial Clearance Rep is responsible for ensuring accounts are financially cleared prior to the date of service. Financial Clearance Reps are responsible for interviewing patients when they are scheduled to come into the hospital either for an elective outpatient, scheduled surgery or outpatient procedure. ## **Essential Functions** * Perform all Financial Clearance duties to ensure the account is financially cleared prior to service. The Financial Clearance Rep is responsible for gathering demographic information (i.e. name, address, phone number, social security number, type of insurance coverage, etc.) about the patient. This key position begins the overall patient's experience and starts the billing process for any services provided by the hospital. This position is responsible for obtaining and verifying accurate insurance information, benefit validation, authorization and pre-service collections. * Financially clears patients for each visit type, admit type and area of service via EPIC (Electronic Medical Record- EMR). Collects and documents all required demographic and financial information. Appropriately activates registration and discharges in a timely fashion. * Accurately and efficiently performs registration and financial functions to include: thorough interviewing techniques, pre-registers patients in appropriate status, follows pre-registration guidelines while ensuring the accurate and timely documentation of demographic and financial data. Analyze patient insurance(s), identifies the correct insurance plan, selects appropriately from EPIC insurance and plan selections and documents correct insurance order. Applies recurring visit processing according to protocol. May facilitate use of electronic registration tools where available (credit card processing, etc.). * Verifies patient information with third party payers. Collects insurance referrals and documents within