Pre-Registration Specialist

Description

• Position: Pre-Registration Specialist 
• Classification: non-exempt
• Department: Billing

Summary/Objective

The Pre-Registration Specialist plays a key role in preparing for smooth and efficient patient visits by ensuring insurance verification and documentation are completed in advance. This position is responsible for managing the Daily Appointment Report (DAR), verifying insurance coverage, confirming in-network status, and ensuring the proper sequencing of primary and secondary insurance. The Pre-Registration Specialist works closely with physicians, office staff, and other departments to provide accurate information and support seamless patient care.

Requirements

Essential Functions

• Review the Daily Appointment Report (DAR) to ensure all upcoming patient appointments have verified and active insurance coverage.
• Confirm that the practice is in-network with the patient’s insurance plan.
• Verify that insurance coverage is entered in the correct primary and secondary order.
• Work the DAR three weeks in advance, with daily follow-ups on the first and second weeks to capture add-on or same-day appointments.
• Communicate effectively via email with office staff, physicians, and other internal departments to resolve insurance or registration issues.
• Document verification outcomes clearly and update patient records as needed.
• Maintain confidentiality and compliance with HIPAA and all organizational policies.
• Assist with additional administrative tasks as assigned by management.
• Additional job related duties or projects as assigned

Competencies

· Effective communication skills 

· Relationship Management

· Business Acumen

· Proficiency with Microsoft Suite

· Ethical Conduct

· Proficient typing skills

Supervisory Responsibility

This position requires no supervisory responsibilities.

Work Environment

This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. 

Physical Demands

The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly to talk and listen. This is largely a sedentary role; however, there may be times of standing. Some bending, lifting of 5 to 10 lbs and routine computer usage.

Position Type And Expected Hours

This is a full-time position. Days and hours of work are Monday through Friday 8 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand.

Required Education And Experience

• High School diploma or equivalent
• Three to five years of insurance verification experience in the medical field

Preferred Education And Experience

• Associates or Bachelors degree preferred
• Two to four years of experience utilizing the Epic electronic medical records system
• Knowledge of insurance terminology, payer guidelines, and coordination of benefits.
• Strong attention to detail and organizational skills.
• Ability to manage multiple tasks and deadlines effectively.
• Excellent written and verbal communication skills.
• Proficiency with electronic health records (EHR) and standard office software (Microsoft Outlook, Word, Excel).