Dental Patient Services Representative

About Primary Health Solutions

Our Mission: We meet people where they are and partner with them on their journey towards wellness.

Our Vision: The destination for servant leaders to provide comprehensive and exceptional care.

Our Values: R – Respect I – Innovation S – Stewardship E – Excellence

Patient Services Representative Summary

Performs a variety of front desk functions in a medical office to include registering patients, making appointments, and processing patient payments.

A Day in the Life

• Greet patients and families individually as they approach their individual workspace.
• Calls patients to schedule internal referral appointments with various specialties.
• Performs patient registration and out processing: checks in and out patients accurately and promptly; advises patients regarding payment options including assistance programs, slide, and commercial insurance eligibility; collects co-payments from patients in the form of cash, check, and credit card and provides receipt.
• Maintains patient flow based on appointment setting and medical need; directs other patients and visitors to appropriate areas; communicates backlogs with the back office and suggests solutions; schedules patient appointments accurately and promptly; assists patients with insurance questions; makes financial arrangements with patients, explains payment options, and obtains patient’s choice of options.
• Answers the phone, takes messages and routes them to the appropriate area in a timely manner; prepares daily report sheets and deposits for center; balances cash collections with posted payments; checks accounts on all patients scheduled to be seen the next day for any outstanding balances; verifies all fee tickets are complete and charges are entered in the practice management system; prepares daily deposits for bank transfer and secure cash until transferred to authorized personnel or deposited at the bank; pulls charts as needed and as indicated by provider; participates as requested in quality improvement activities such as group meetings, PDSA pilots, improving relevant processes, etc.; assists as assigned in patient communications, such as care reminders, tracking follow-up, etc.
• Maintains appearance and materials in lobby.
• Performs all other duties and tasks as assigned.

Core Competencies

• Customer Service: Committed to increasing customer satisfaction, sets proper customer expectations, assumes responsibility for solving customer problems, ensures commitments to customers are met.
• Communication: Understand and communicate effectively with others using a variety of contexts and formats, which include writing, speaking, reading, listening and interpersonal skills.
• Dependability: Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure, meets attendance/punctuality requirements.
• Quality: Is attentive to detail and accuracy, is committed to excellence, looks for improvements continuously, monitors quality levels, finds root cause of quality problems, owns/acts on quality problems.
• Productivity: Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, and handles information flow.

Requirements

• Education/Experience: High School diploma or equivalent.
• Language Skills: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
• Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Computer Skills: To perform this job successfully, an individual should have the ability to gain knowledge of current practice management system, electronic medical record, Microsoft Word, text paging, Internet, and Intranet.

Physical Demands

• While performing the duties of this Job, the employee are occasionally exposed to fumes or airborne particles; toxic or caustic chemicals and risk of radiation.
• The noise level in the work environment is usually moderate.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.