Access Services Representative I – CPAS

Job Summary

Works under general supervision to provide exemplary customer service to accurately facilitate patient appointment scheduling and relay of critical information and questions in a large contact center environment. Additional responsibilities include referral transcription, patient care coordination of clinical necessity, medical record documentation, and patient financial responsibilities.

Any application submitted must include a resume in order to be considered a complete application. 

Why UT Southwestern?

With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. At UT Southwestern, we invest in you with opportunities for career growth and development to align with your future goals and to provide security for you and your family. Our highly competitive benefits package offers healthcare, PTO and paid holidays, on-site childcare, wage, merit increases and so much more. We invite you to be a part of the UT Southwestern team where you’ll discover a culture of teamwork, professionalism, and a life-changing career!

Experience and Education

• High school diploma or equivalent is required.  
• Associate or Bachelor’s degree in a related field preferred.
• Relevant experience in a healthcare and/or contact center is preferred.

Job Duties

• Supports at least one clinic or service line as a first point of contact by answering inbound calls and/or making outbound calls according to established guidelines.
• Provides exemplary customer service with courtesy and discretion while communicating professionally with patients, patients’ families, physicians’ office staff, nursing units, care management, ancillary departments, and insurance companies.
• Schedules patient appointments based on clinical protocols regarding services provided in the designated clinical area with a high degree of accuracy.
• Completes detailed and accurate patient demographic and insurance information in the electronic medical record (EMR) system regarding the purpose for the appointment request/clinic visit, symptoms, or diagnosis, and selects the appropriate insurance plans and payors.
• Follows Managed Care Office guidelines to verify insurances that are currently accepted and provides resources for patients regarding their insurance coverage.
• Serves as a liaison for the patient and works closely with physician offices to obtain referrals for the patient.
• Partners with and escalates to Referral Nurse Team as a resource to ensure patients receive the right level of care at the appropriate time.
• Documents and routes patient communications appropriately, including escalating calls according to established guidelines, and directing calls to other departments, as needed.
• Collects clinic specific medical records needed for all specialty clinic appointments. Faxes release of information request on patient’s behalf. Sorts received medical records by external record type and scans medical records into the EMR.
• Accurately transcribes external referrals, patient demographics, and clinical information into electronic medical record (EMR) system. 
• Answers questions regarding specialty programs and clinics, promotes UT Southwestern services to callers, and mails pamphlets and other materials to patients.
• Performs other duties as assigned.

Knowledge, Skills, & Abilities

• Work requires proficient knowledge of computers, office equipment and other administrative tasks including typing and data entry skills. Testing may be required.
• Work requires professional and respectful telephone etiquette and the ability to communicate effectively with various levels of internal and external contacts.
• Work requires the ability to work with confidential information daily and to comply with HIPAA requirements to ensure patient privacy.
• Work requires the ability to research information using available resources to answer questions and resolve issues in an accurate and timely manner.
• Work requires interpersonal and teamwork skills to contribute to departmental and organizational objectives.
• Work requires adherence to all University policies, procedures, and standards.
• Work requires initiative to improve productivity and quality of work, including meeting mandatory training and continuing education requirements.
• Work requires the ability to plan and organize tasks in a logical and efficient manner.
• Work requires adaptability and flexibility to react positively to changes in the work environment.

The following is the acronym, “PACT”, and is fundamental to all clinical positions at UT Southwestern Medical Center:

• P-Problem Solving: To achieve excellence in patient care and service, all employees are expected to take ownership in solving problems effectively, efficiently and to the satisfaction of the patient.
• A-Ability, Attitude and Accountability: In keeping with a professional healthcare environment, all employees are expected to have the ability to perform their jobs and to appear and conduct themselves in a professional and positive manner.
• C-Communications and Compassion: It is our goal that all our communications are clear, courteous, timely, and delivered with compassion, respect, and appropriate confidentiality.
• T-Teamwork: In our medical environment, our patients regard every employee they encounter as a member of the UT Southwestern Medical Center team. Our goal is to individually work hard to contribute to our team, support our co-workers, and to achieve not only excellent patient care and service, but also a satisfying, caring environment for each other.

This position is security-sensitive and thereby subject to the provisions of Texas Education Code §51.215.

UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community.  As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status.