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Patient Access Generalist
Patient Access Generalist-February 2024
Fort Collins
Feb 10, 2026
About Patient Access Generalist

  Posting Detail Information

  Working TitlePatient Access Generalist

  Position LocationFort Collins, CO

  Work LocationPosition is fully in-office/in-person

  Research Professional PositionNo

  Posting Number202400075AP

  Position TypeAdmin Professional/ Research Professional

  Classification TitleTechnical/Support III

  Number of Vacancies

  Work Hours/Week40

  Proposed Annual Salary Range$50,000 - $55,000; Salary is commensurate with experience and qualifications.

  Employee Benefits

  Colorado State University is not just a workplace; it’s a thriving community that’s transforming lives and improving the human condition through world-class teaching, research, and service. With a robust benefits package, collaborative atmosphere, commitment todiversity, equity and inclusion (https://inclusiveexcellence.colostate.edu/about/) , and focus on work-life balance, CSU is where you can thrive, grow, and make a lasting impact.

  For detailed benefit plan information for eligible employees, visithttps://hr.colostate.edu/hr-community-and-supervisors/benefits/benefits-eligibility/andhttps://hr.colostate.edu/prospective-employees/our-perks/.

  For the total value of CSU benefits in addition to wages, visithttps://hr.colostate.edu/total-compensation-calculator/.

  For more information about why Fort Collins is consistently ranked in the top cities to live in, visithttps://hr.colostate.edu/prospective-employees/our-community/.

  Desired Start Date

  Position End Date (if temporary)

  To ensure full consideration, applications must be received by 11:59pm (MT) on01/28/2024

  Description of Work Unit

  Patient Access and Registration Services

  Patient Experience, Access, and Registration Services at the CSU Health Network provide a crucial link between the students and clinical staff of the Health Network. Essential duties include providing excellent customer service, referring patients and visitors to the appropriate departments, scheduling appointments for patients according to established policies and procedures, entering and verifying insurance and working collaboratively with all health network staff. The Patient Access & Registration staff strive to foster an environment which promotes patient comfort and trust and always exemplify the core values and missions of the organization. The Patient Access & Registration department provides services between the hours of 8:00 am – 5:00 pm Monday-Friday, providing attractive work schedules for staff.

  CSU Health Network

  The CSU Health Network ( CSUHN ) at Colorado State University provides a full range of cost-effective mental health and primary care medical services on campus, referral for community specialty care, and comprehensive health education and prevention services programming. Services such as physical therapy, dentistry, and optometry are available. The CSU Health Network is active in creating a healthy campus environment to support learning and success. For more information about the CSU Health Network at Colorado State University, seehttps://health.colostate.edu/

  Why work at Colorado State University?

  Commitment to Campus

  Colorado State University’s Commitment to Campus encompasses a wide range of programs, discounts, and special benefits available to CSU faculty and staff. Here are just a few…

  FREE credit courses (up to 9-semester credits per year) through Employee Study Privilege

  FREE growth/training/development opportunities

  FREE MAX transit use with CSU identifications

  After-school programs and summer camps for kids

  Tuition Scholarships up to 50% for eligible family members

  For more detail about these programs, visit:https://hr.colostate.edu/employee-assistance-program;https://hr.colostate.edu/care-program.

  Retirement Programs

  While employees of CSU do not contribute to Social Security, the University and the state of Colorado offer competitive retirement plans. As a condition of employment and required by Colorado law, employees are required to participate in either the University’s Defined Contribution Plan ( DCP ) or the Public Employee’s Retirement Plan ( PERA ) of Colorado. Each plan offers a generous employer match between 10% – 21%. For more information, visit:https://hr.colostate.edu/prospective-employees/our-perks/.

  Top Public Research University

  Colorado State University is one of the nation’s top public research universities and an institution on the rise. In the last decade, CSU has:

  Produced record enrollment

  Built on all-time highs in student diversity and student success

  Seen record fundraising far outpacing ambitious goals

  Delivered groundbreaking research driven by a highly productive faculty

  Revitalized campus through a transformational building campaign

  Shaped an unrivaled learning environment where nine of 10 recent graduates say they would choose CSU again and rate their education as excellent

  CSU was recently ranked first among Colorado-based educational employers and fifth among all in-state employers in Forbes magazine’s “America’s Best Employers by State!”

  Campus Culture and Principles of Community

  Colorado State University has a campus culture that is driven by a desire always to do better and a vision to be the best place to learn, work, and discover. Our Principles of Community – Inclusion, Integrity, Respect, Service, and Social Justice – reflect our core values and support CSU’s mission and vision of access, research, teaching, service, and engagement. Each member of our community has a responsibility to uphold these principles when engaging with one another and acting on behalf of the University.

  Tobacco and Smoke-Free

  Colorado State University is a tobacco and smoke-free campus. For the health of our university community, the use of smoking, vaping or tobacco products is prohibited on CSU grounds or in buildings.

  Live in Fort Collins

  Fort Collins, which has been home to CSU since the University’s inception in 1870, is a vibrant, friendly city of 161,000 tucked against the foothills of the Rocky Mountains in Northern Colorado, just 60 miles from Denver. The city boasts a lively arts and cultural scene, shopping in historic Old Town, a strong economy, and is a haven for outdoor enthusiasts. With more than 200 miles of bike paths and trails, easy access to the scenic Poudre River and majestic Rocky Mountain National Park, and within easy driving distance of Colorado’s iconic ski areas, it is a year-round paradise. Boasting a mild climate, thriving high-tech industry, and some of the best microbreweries in the world, it’s no wonder Fort Collins annually ranks among the most livable small cities in the United States.

  Position Summary

  The Patient Access Generalist supports the students and staff of the CSU Health Network by providing administrative support, customer service, and facilitation of patient flow through Medical and Counseling Services, including Counseling, Dental, Physical Therapy, Medical, Immunizations, and Business Services.

  The Patient Access Generalist maintains a high level of professionalism and confidentiality as the first point of contact for students seeking health services. This position works closely with providers, support staff, and other team members to provide a caring, safe, and inviting environment for students to care for their body and mind.

  The Patient Access Generalist is scheduled to work full-time, 12-months a year, during the hours of 8:00 – 5:00, Monday-Friday.

  The Patient Access Generalist reports directly to the Access and Registration Manager and may receive training and guidance from other department managers throughout the CSU Health Network.

  Required Job Qualifications

  Education

  High School Diploma or GED Experience

  Three years’ experience working in a medical office. The required three years of medical office experience could be any combination of immunizations and vaccination records, medical reception, immunizations/public health and/or medical records experience.Preferred Job Qualifications

  Experience

  Experience with mental and medical health administration duties

  Experience working with a diverse student/patient population in a University setting

  Understanding Colorado College and adult immunization requirements

  Experience with medical records release procedures

  Experience working in an Electronic Health Record ( EHR ) system, preferably PyraMED

  Experience performing the duties of scheduling, insurance input, posting medical charges, and answering healthcare and billing questions

  Experience with verifying insurance for explanation of benefits and getting authorizations/pre-authorizations

  Experience as a Medical Assistant, Licensed Practical Nurse, Registered Nurse, or other relevant medical experience, including medical terminology knowledge

  Knowledge, Skills, Abilities and Other Characteristics

  Ability to communicate benefits and answer questions about the CSU Student Health Insurance Plan and the waiver processes

  Excellent relationship building, interpersonal relations, and customer service skills with a focus on collaboration, inclusion, and service

  Exceptional listening, verbal, and written communication skills for understanding needs and clearly disseminating information to students and staff

  Ability to collaborate with providers and administrative staff

  Ability to take initiative and work independently

  Ability to be flexible and adapt to an ever-changing environment

  Ability to work under pressure and with time constraints

  Ability to work effectively in a multidisciplinary healthcare delivery setting

  Ability to manage and coordinate schedules

  Ability to use judgment to prioritize workload

  Ability to analyze policies, programs, and initiatives to make recommendations for quality improvement

  A personal or professional commitment to diversity, equity, and inclusion through active planning and purposeful effort

  Diversity Statement

  Reflecting departmental and institutional values, candidates are expected to have the ability to advance the Department’s commitment to diversity and inclusion.

  Essential Duties

  Job Duty CategoryAppointment Check-in and Scheduling

  Duty/Responsibility

  Completes patient check-in through the EMR system and determines if all necessary forms have been completed

  Verifies student eligibility through the University databases and identifies related fees prior to checking them in

  Gathers, identifies, and accurately inputs billing and health insurance information to ensure successful and timely billing of insurance claims

  Determines whether an insurance is in- or out-of-network and communicates expected coverage to student

  Maintains a working knowledge of all insurance providers and their contracted status at the CSU Health Network

  Determines if secondary insurances needs to be billed in the case of a motor vehicle accident, athletic referral, worker’s compensation or work related physicals

  Notifies student of any need to pay additional fees or provide other community resources if student is unable to use the CSU Health Network

  Assigns necessary electronic forms to patient’s portal through PyraMED and ensures they have completed the necessary requirements prior to the appointment time; walks them through the process to ensure all steps are completed

  Schedules appointments based on patient’s request or by reviewing the patient’s EHR ; immunizations records, travel forms, or student internship needs for appropriate scheduling.

  Follows all local, state, and federal regulations and HIPAA guidelines when serving students or discussing patient information, especially as it relates to releasing medical and billing information to patients or third parties

  Optimizes provider schedules and patient satisfaction with efficient scheduling

  Screens patient based on chief complaint and schedules them with appropriate clinic/department

  Screens patients using CSU Health Network policies to determine if the concern is deemed a walk-in appointment and schedules patients into correct department based on their acuity and concern

  Provides help desk services to patients and staff to include helping with directions, answering questions, and general assistance

  Ensures all forms are completed for each appointment type to satisfy legal and organization needs

  Trains new staff and cross-trains and maintains knowledge of Medical Services and Mental Health Services reception duties to fill in at other areas when needed

  Performs other administrative support duties as assigned or delegated by supervisor or manager

  Percentage Of Time40%

  Job Duty CategoryAdministration

  Duty/Responsibility

  Follows Federal regulations and HIPAA guidelines when releasing or discussing patient information, especially as it relates to releasing medical and billing information to patients or third parties

  Provides help desk services to patients and staff to include help with directions, answer questions, and provides general assistance

  Answers, responds and documents phone calls, and emails requests and questions from patients in a timely manner; calls must be accurately managed or redirected as appropriate.

  Determines whether an insurance is in- or out-of-network and communicates expected coverage to student

  Provides assistance with identifying community resources if care needed is outside of CSU Health Network care scope

  Utilizes insurance portals, Availity (insurance clearinghouse), or internal EHR system to verify insurance plans are active

  Assists in receiving of patient immunization histories via the CSU Health Network patient portal, mail, email, fax and in-person drop off

  Removes and places holds for student’s class registration related to immunization holds

  Reviews and updates Colorado Immunization Information System ( CIIS ) for immunization compliance

  Ensures students complete all required forms, including but not limited to, consents to treat forms, release of records forms, and payment agreement forms

  Allocates clinical staff’s schedules as needed by manager

  Index records into patient’s electronic health records

  Reviews patient lab orders to properly schedule patients for labs

  Compile monthly reports as delegated by lead or manager

  Notifies call nurse in appropriate clinic of emergent situations

  Monitors the waiting room to ensure patients to account for patients that need assistance with wheelchairs, ice, or other emergency resource

  Collects payment for self-pay patients and balances cash drawer, rectifies reports, prints, and submits appropriate reports to Accounting

  Follows State of Colorado College Immunization laws and adult immunization to schedule vaccines based on recommended immunization schedules including providing vaccination information and maintaining vaccination histories

  Performs other administrative support duties as assigned or delegated by supervisor or manager

  Percentage Of Time30%

  Job Duty CategoryReferrals Coordination and Additional duties

  Duty/Responsibility

  Referral Coordination

  Cross-trains to provide back-up for Referrals Coordinator, which includes:

  Determines if a health information release is on file or if one is needed prior to releasing PHI

  Determines the appropriate procedure for release of records over the by phone, email, fax or in person upon request by students

  Ensures that the records are sent to the correct address and maintains a log of transactions for releases; refers students to medical records as needed

  Schedules, problem solves, communicates, and coordinates referral appointments with outside specialists

  Coordinates with staff to track the status of all provider reports on patients referred to hospitals, outside clinics, and specialty providers and follows up for reports/records not received on referred patients

  Ensures that all referral forms are sent to health records in a timely manner, after assigned actions are completed

  Responds to in-house provider questions, requests and concerns, regarding the status of patient referrals, care coordination or follow-up status

  Provides transportation consultation, coordination, and support to clinic patients referred to specified health care facilities

  Assists patients in calling their insurance to get a very clear idea of what their patient responsibility will be for codes provided by medical providers; utilizes the Cost Estimate Form to document quotes given

  Provides an up-to-date list of providers in the community that are currently accepting new patients

  Completes prior authorizations for procedures, medications, and behavioral health

  Assists in transitioning graduating students to the community

  Helps patients understand general insurance concepts

  Possesses thorough understanding of Kaiser and Tricare for referrals and cost estimates

  Reviews EOBs and answer billing and bursar questions

  Ensures prior authorizations are completed in a timely manner

  General Administration

  Supports new staff by training on the EHR and essential functions

  Participates in quality improvement initiatives to enhance the quality of relevant processes and programs

  Receives cross training and provides coverage of front desk areas at the CSU Health Network, including Business Services, Information Desk, Dental, Physical Therapy, and Health Education Prevention Services ( HEPS )

  Creates/assembles/updates Physical Therapy charts for new/continuing patients; dissemble discharged patients’ charts; scan medical documents and index to appropriate patient electronic records

  Takes Physical Therapy patients to appropriate treatment room or area depending on reason for appointment and assist in setting up and getting patient ready for treatment session

  Performs other administrative support duties as assigned or delegated by supervisor or manager

  Percentage Of Time30%

  Application Details

  Special Instructions to Applicants

  CSU is committed to full inclusion of qualified individuals. Applicants needing assistance to submit application materials may contact Tammy Roehrich at [email protected].

  Complete applications must include:

  A cover letter addressing Required Job Qualifications, Preferred Job Qualifications and Essential Job Duties

  Resume

  For full consideration, complete applications must be received by 11:59 pm Mountain Time on Sunday, January 28, 2024. The posting will remain open until filled.

  References will not be contacted without prior notification of candidates.

  Application materials will be held in confidence by the Search Committee through semi-finalist interviews. Confidentiality of application materials detaches at the point where a candidate accepts participation in a finalist interview. At that time, redacted application materials are shared with campus stakeholders when invited to participate and give feedback to the Search Committee.

  Conditions of EmploymentPre-employment Criminal Background Check (required for new hires), Special Requirements/Other - Health Network follows CDC guidelines for Employee Health in a healthcare setting, including proof of vaccinations. Employees must show proof of compliance/willingness to comply by the start date.

  Search ContactTammy Roehrich, [email protected]

  EEO Statement

  Colorado State University is committed to providing an environment that is free from discrimination and harassment based on race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity/expression, or pregnancy in its employment, programs, services and activities, and admissions, and, in certain circumstances, marriage to a co-worker. The University will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Colorado State University is an equal opportunity and equal access institution and affirmative action employer fully committed to achieving a diverse workforce and complies with all Federal and Colorado State laws, regulations, and executive orders regarding non-discrimination and affirmative action. TheOffice of Equal Opportunity (https://oeo.colostate.edu/) is located in 101 Student Services.

  The Title IX Coordinator is the Director of the Office of Title IX Programs and Gender Equity, 123 Student Services Building, Fort Collins, CO 80523-0160, (970) 491-1715,[email protected].

  The Section 504 and ADA Coordinator is the Director of the Office of Equal Opportunity, 101 Student Services Building, Fort Collins, CO 80523-0160, (970) 491-5836,[email protected].

  The Coordinator for any other forms of misconduct prohibited by the University’s Policy on Discrimination and Harassment is the Vice President for Equity, Equal Opportunity and Title IX, 101 Student Services Building, Fort Collins, Co. 80523-0160, (970) 491-5836,[email protected].

  Any person may report sex discrimination under Title IX to theOffice of Civil Rights, Department of Education (https://www2.ed.gov/about/offices/list/ocr/docs/howto.html) .

  Background Check Policy Statement

  Colorado State University strives to provide a safe study, work, and living environment for its faculty, staff, volunteers and students. To support this environment and comply with applicable laws and regulations, CSU conducts background checks for the finalist before a final offer. The type of background check conducted varies by position and can include, but is not limited to, criminal history, sex offender registry, motor vehicle history, financial history, and/or education verification. Background checks will also be conducted when required by law or contract and when, in the discretion of the University, it is reasonable and prudent to do so.

  References Requested

  References Requested

  Minimum Requested3

  Maximum Requested3

  Supplemental Questions

  Required fields are indicated with an asterisk (*).

  Do you have a High School Diploma or GED?Yes

  No

  Do you have three years of experience working in a medical office? The required three years of medical office experience could be any combination of immunizations and vaccine records, medical reception, immunizations/public health, and/or medical records experience.Yes

  No

  Applicant Documents

  Required Documents

  Cover Letter

  Resume

  Optional Documents

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