Clinic Patient Representative - Primary Family Medicine

About the role

Arranges for the efficient and orderly registration of all patients, ensures that accurate patient and insurance information is collected, and performs various clerical and cashier duties. Schedules appointments and maintains patient charts.

Responsibilities

• Demonstrates knowledge and skills necessary to provide services based on the physical, psychosocial, educational, safety, and other related criteria appropriate to the assigned population.
• Maintains required core competencies.
• Complies with set Policies and Procedures (e.g., nametag, dress code, parking, smoking).
• Answers practice phones and schedules patient appointments.
• Accurately registers arriving patients for appointments and gathers all necessary information.
• Accurately scans/receives all required documents into patient’s account.
• Faxes notifications to insurance companies that require it.
• Pre-registers patients via phone calls.
• Ensures prompt patient services with a professional and kind attitude.
• Requests medical records for new or referred patients.
• Verifies that appropriate insurance authorizations and/or referrals have been received and placed in patient records prior to patient visit.
• Updates patient information regularly, including address, phone number, and insurance details.
• Ensures all forms in the front office are updated and copied, including new patient packets and patient charts.
• Collects patient’s co-payments and outstanding balances at the time of service and posts to account and daily log.
• Balances designated cash drawer at the end of shift.
• Assists patients with general insurance, billing, and other inquiries or refers them to a certified patient tech.
• Prepares charts for patient visits according to protocols.

Requirements

• High School diploma or equivalent.
• Medical Office experience preferred.
• Clerical training that includes typing, 10-key calculator, and computer knowledge.
• Knowledge/experience of computer software and insurance requirements (e.g., authorizations, policies, co-pays).
• Bilingual preferred.
• Current American Heart – Basic Life Support (BLS) card.

Schedule

Multiple shifts available. Part-time.