Clinical Service Representative II - Psychiatry

Primary Duties & Responsibilities

• Greets patients, assisting with form completion; verifies accuracy of patient’s insurance and demographic information; provides HIPAA forms, consent-to-treat forms and other necessary clinic forms.
• Collections co-pays for services; verifies and balances receipts and payments.
• Reviews schedule for new patients, updating when necessary. Calls patients with appointment time reminder, obtaining insurance information and referral forms.
• Schedules return patient appointments and patient testing. Assists patients with insurance questions regarding billing process.
• Aids staff with sending patient appointment reminders and/or Zoom links along with other related scheduling duties as needed.
• Answers incoming patient phones calls and directs them to appropriate personnel.
• Aids with Epic inbasket tasks, including patient messages and refill requests to distribute them appropriately.
• Aids with incoming faxes and shared email folders to distribute them appropriately.
• Sends prior authorization requests per office guidelines.
• Performs cross coverage of other office staff as needed.
• Performs other duties as assigned.

Working Conditions

Normal office environment. Exposure to blood-borne pathogens. Requires protective devices. Direct patient care setting. This position is in person therefore commitment to attendance is critical and necessary.

Education

Required Qualifications: High school diploma or equivalent high school certification or combination of education and/or experience.

Qualifications

Basic Life Support certification (Online BLS certifications, those without a skills assessment component, are not sufficient to meet the BLS requirements).

Skills

Communication, Computer Literacy, Epic Systems, HIPAA Compliance, Insurance, Medical Terminology, Physician Communications, Punctuality, Scheduling, Telephone Communications, Timeliness