Patient Access Representative

Planned Parenthood South Atlantic
Charlotte, NC
On-siteCareer-pivot friendly

Who this role is best for

Geared toward candidates comfortable with high-volume patient communication and data entry, working in a health care setting with a hybrid work arrangement potential after initial on-site training in Charlotte, NC.

Best fit for

  • Candidates with prior healthcare customer service experience and a focus on patient-centric communication
    — “customer service experience, preferably in a health care or social services setting”
  • Individuals who excel in fast-paced environments and thrive on managing multiple tasks simultaneously
    — “managing a high volume of inquiries while maintaining professionalism, patience, and attention to detail”
  • Professionals with strong computer skills and a demonstrated ability to enter data accurately and efficiently
    — “Experience using computers and entering data quickly and accurately”

Things to consider

  • Initial on-site training is mandatory, with no guarantee of remote work after three months
    — “required three-month on-site period to support training, onboarding”

How to stand out

  • Highlight experience in handling complex patient needs and providing compassionate communication
    — “maintain professionalism and sensitivity when addressing patient questions and concerns”
  • Showcase your familiarity with scheduling systems and data entry tools like Epic
    — “accurately enter patient information into Epic”
  • Demonstrate your understanding of insurance verification and financial counseling processes
    — “verify insurance coverage for all appointment types”
  • Include examples of how you've contributed to improving service quality through feedback or collaboration
    — “Share feedback with supervisors and management about call trends, patient needs”
Pace · Fast PacedCollaboration · MediumAutonomy · MediumDecision Impact · Individual

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • high patient satisfaction
  • accurate appointment scheduling
  • timely and accurate information provision
Typical background
customer service experiencehealthcare environment

Skills & requirements

Required

Customer ServiceAppointment SchedulingInformation ManagementCommunicationOrganizational Skills

Preferred

Medical BillingReproductive Health Knowledge

Stack & domain

Customer ServiceAppointment SchedulingInsurance VerificationData EntryEpic SoftwareCommunicationInterpersonal SkillsOrganizational SkillsAttention To DetailHealthcarePatient Care

About the role

Original posting from Planned Parenthood South Atlantic via Lever

Why This Role Matters  

As a Patient Access Representative at Planned Parenthood South Atlantic (PPSAT), you will play an important role in connecting patients with the health care and services they need. As one of the first points of contact for our patients, you’ll provide friendly, accurate, and compassionate customer service while helping individuals navigate appointment scheduling, insurance questions, service fees, and available health care options. This is an opportunity to make a meaningful difference every day by creating a welcoming, supportive experience for patients and helping ensure they feel informed, respected, and cared for throughout their interaction with Planned Parenthood.  

What We're Looking For  

We’re seeking a patient-focused, service-oriented professional who thrives in a fast-paced environment and is passionate about providing exceptional customer service to people from diverse backgrounds. The ideal candidate will have:  

A commitment to providing friendly, accurate, and efficient customer service.  

Strong communication and interpersonal skills, with the ability to connect with patients from diverse communities.  

Experience managing a high volume of inquiries while maintaining professionalism, patience, and attention to detail.  

Strong computer skills and the ability to enter information quickly and accurately.  

Excellent organizational skills and the ability to manage multiple tasks in a deadline-driven environment.  

The ability to communicate information clearly and sensitively, including when responding to repetitive questions or patient concerns.  

 What You'll Do 

As a Patient Access Representative, you’ll help patients access care by answering questions, scheduling appointments, and providing accurate information about PPSAT’s services. Responsibilities include, but are not limited to:  

Patient Customer Service & Communication  

Respond to a high volume of incoming patient calls in a friendly, professional, and timely manner.  

Provide exceptional customer service by listening to patient concerns, answering questions, and helping patients understand their options.  

Build and maintain positive relationships with patients through clear, compassionate, and effective communication.  

Provide information about PPSAT’s hours, services, locations, directions, fees, and referrals.  

Respond to questions about reproductive health care services, including sexually transmitted infections (STIs), birth control methods, and surgical and medication abortion.  

Maintain professionalism and sensitivity when handling repetitive calls, challenging conversations, or complex patient needs.  

 Appointment Scheduling & Patient Information  

Schedule patient appointments and accurately enter patient information into Epic.  

Stay up to date on clinic information, appointment templates, clinician schedules, and individual provider services.  

Make appointment reminder calls one day before scheduled visits, as time and workload allow.  

Ensure patients receive accurate information about appointment availability and the services offered at their selected location.  

 Insurance, Pricing & Financial Information  

Verify insurance coverage for all appointment types.  

Ask patients about their insurance status and provide accurate visit pricing information.  

Prepare and provide timely Good Faith Estimates (GFEs) to self-pay patients based on their anticipated visit type.  

Create tasks for the insurance team to verify coverage and obtain copay information for higher-cost services.  

Help patients understand relevant financial and insurance information so they can prepare for their appointments.  

 Team Collaboration & Continuous Improvement  

Share feedback with supervisors and management about call trends, patient needs, and other issues that may affect services, programs, or marketing efforts.  

Follow through on assigned tasks, take initiative, and work collaboratively with colleagues to identify solutions.  

Participate in required meetings, training sessions, and other activities that support team development and service quality.  

Maintain accurate patient information and follow applicable organizational policies and procedures.  

Contribute to a welcoming, inclusive, and solutions-oriented work environment.  

Position Details  

Employment Type: Full-time, 40 hours per week. 

Schedule: Monday through Friday, 8:30 AM – 5:00 PM. 

Work Arrangement: This position begins with a required three-month on-site period to support training, onboarding, and the development of role-specific skills. After three months, the position may transition to a hybrid work arrangement based on the employee’s demonstrated proficiency, performance, and comfort level working independently from home. A hybrid arrangement is not guaranteed and will be determined based on the employee’s readiness to work remotely and the needs of the department. 

Qualifications  

High school diploma or equivalent.  

One to two years of customer service experience, preferably in a health care or social services setting.  

Demonstrated ability to provide excellent customer service in a fast-paced environment.  

Experience using computers and entering data quickly and accurately.  

Strong verbal communication and interpersonal skills.  

Ability to communicate effectively with and relate to patients from diverse communities.  

Strong attention to detail when documenting information and scheduling appointments.  

Ability to maintain professionalism, patience, and sensitivity when addressing patient questions and concerns.  

What You'll Receive  

PPSAT offers a comprehensive benefits package designed to support your health, financial well-being, and work-life balance, including:  

Medical, dental, and vision insurance.  

Health Reimbursement Account (HRA).  

403(b) retirement plan with employer matching.  

Generous paid time off.  

Paid holidays.  

Employee Assistance Program (EAP).  

 Compensation  

All PAR's start at a non-negotiable $23.25 an hour and are eligible for periodic pay-increases based on tenure and skill checkoffs.  PPSAT's compensation philosophy is based on equity and transparency. The PAR Tier Program intends to maintain and promote internal equity, transparency, and skill growth.

Source: Planned Parenthood South Atlantic careers (Lever)

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