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Access Specialist | Certified Healthcare Access Associate (CHAA)

Fuquay Varina, NC
$41,009 - $52,099 a year

Start date:

01 Feb 2026

Job Type:

Full Time

Job Details

Join a dedicated healthcare team as an Access Specialist, where you will play a vital role in managing patient referrals and ensuring smooth clinical and financial clearance. This full-time, daytime position involves verifying demographic, clinical, financial, and insurance information, as well as validating medical necessity for Medicare and non-Medicare cases. You will coordinate physician orders and referrals, conduct insurance eligibility and benefit verification, and provide pre-certification and financial education to patients.

Key Responsibilities

  • Maintain comprehensive knowledge of referral processes and medical administrative procedures.
  • Perform insurance eligibility and benefit verification using various tools, ensuring authorizations align with requested services.
  • Validate medical necessity for services, procedures, and referrals to guarantee clinical and financial clearance.
  • Obtain and document specialist contact information and patient data accurately in electronic health records.
  • Determine referral requirements and limitations, including emergent referrals.
  • Pre-register patients for upcoming visits and communicate appointment details to patients and referring offices.
  • Provide follow-up on referrals according to established protocols and timelines.
  • Assist insurance companies, physicians, and hospital departments with patient information in compliance with privacy regulations.
  • Meet or exceed accuracy standards set by leadership.

Education and Experience

  • Registered or Certified Medical Office Assistant, or 2-4 years of direct referral experience as an alternative.
  • Licensed Practical Nurse background is preferred.
  • Medical terminology knowledge is required.
  • 2-4 years of insurance or referral experience in a hospital or medical office setting is preferred.

Skills and Abilities

  • Successful completion of pre-employment and post-training testing.
  • Pass and maintain Certified Healthcare Access Associate (CHAA) certification within one year.
  • Strong knowledge of insurance processes and payment collections.
  • Proficiency with Microsoft software.
  • Excellent verbal and written communication, customer service, and problem-solving skills.
  • Ability to manage complexity and stress in a dynamic healthcare environment.
  • Flexibility to work department hours and rotate shifts as needed.

Physical Requirements

  • Effective oral communication and sensory abilities to collect information.
  • Dexterity to operate office equipment and extensive computer use.
  • Ability to lift and move items up to 50 pounds occasionally.
  • Work in a low to moderate noise environment.

This role offers an opportunity to contribute to a regional healthcare network serving the Southeastern United States, providing compassionate and efficient access services to patients and providers alike.

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