Bilingual Patient Services Representative

About the role

Under the direct supervision of the Practice Manager, this position is responsible for timely and accurate recording of patient demographics, insurance information, patient charges and payments. Cross training is required in multiple administrative support functions including medical records, scanning, PHI request, and messaging to both clinical and non‑clinical staff. The role is classified as Clerical, hourly status, reports to the Practice Manager, and has no direct reports. It is based at various locations.

Responsibilities

• Interact with individuals of all cultures and levels of authority by answering phones or face‑to‑face greeting.
• Schedule patient appointments under administration guidelines.
• Problem solve and apply critical thinking skills.
• Explain policies and procedures to patients and staff.
• Interview patients to obtain personal and financial information.
• Understand and maintain patient confidentiality.
• Utilize the PMG System to:
  • Schedule patient appointments.
  • Update patient demographics and insurance information.
  • Post copays.
  • Query patient financial records.
• Utilize the EMR System to:
  • Update patient records.
  • Scan documents into patient charts in a timely manner.
  • Query patient information.
  • Extract medical records for PHI requests.
  • Send patient messages to providers/staff.
• Perform accurate cash management and transaction procedures.
• Perform other duties as assigned.

Requirements

• Ability to sit, stand, and walk for long periods of time.
• Ability to read and understand the English language.
• Ability to maintain confidentiality of records and communicate with all levels of personnel.
• One year of clerical experience in a medical office setting required; other related experience may be considered.
• Knowledge of medical office software for updating patient demographic information, posting charges and copays.
• Excellent verbal communication skills.
• Ability to work with changing priorities.
• Excellent organizational, problem‑solving, and critical thinking skills.
• Ability to interact with individuals of all cultures and levels of authority.
• Ability to maintain confidentiality.
• Ability to function as part of a team.
• Possess initiative.
• Basic medical terminology required (can be obtained through formal classes or work experience).

Qualifications

• High School Diploma or GED certificate required.
• No certifications required.

Skills

• Required: Knowledge of medical office software (demographic updates, charge posting, copay posting); excellent verbal communication; adaptability to changing priorities; strong organizational, problem‑solving, and critical thinking abilities; cultural sensitivity; confidentiality maintenance; teamwork; initiative; basic medical terminology.
• Preferred: Proficiency in all computer software utilized in the practice.