Patient Representative
About the role
Job summary: Greets, instructs and schedules patients, registers patients into the computer system, and determines their insurance benefits. Serves as a liaison between patient and clinical support staff.
But we also have other details like department, supervision received, etc. Those are substantive. Should we include them? They are metadata like DEPARTMENT: PATIENT CARE FACILITY, SUPERVISION RECEIVED: REPORTS DIRECTLY TO OFFICE MANAGER, SUPERVISION EXERCISED: NONE. The instruction says do NOT put Job ID/requisition numbers as headings — fold minor metadata into a shortor drop it. So we can include those in a short paragraph under About the role maybe. We need to preserve ALL substantive information. So we should include department, supervision, etc. Thus About the role paragraph could contain: Department: Patient Care Facility. Reports directly to Office Manager. No supervision exercised. Job summary: ... Now Responsibilities: list from DUTIES AND RESPONSIBILITIES. Use
- .
We need to include all duties listed.
Let's extract duties:
- Maintains strictest confidentiality.
- Greets patients in a prompt, courteous and helpful manner.
- Checks-in patients, verifies and updates demographic and insurance information to the medical record.
- Assists patients with ambulatory difficulties.
- Follows office scheduling policies.
- Collects payments and enters charges into computer system.
- Registers new patients into computer system and verifies all patients’ addresses, telephone numbers and insurance information.
- Answers telephone, screens calls, takes messages, and conveys information to appropriate parties.
- Proficiency with medical office technology systems.
- Maintains work area and reception area in neat and orderly manner.
- Advises Practice Manager of problems and concerns in the Front Office and helps in problem solving.
- Attends educational and staff meetings as scheduled.
- Determine and input daily balance of charges and receipts as assigned by the Office Manager.
- Follows established policies and procedures; adheres to OSHA Regulations.
- Must be able to work with other staff members to foster a team approach to the highest quality of patient care and staff cooperation.
- Must be able to support the clinic efficiency and cohesion.
Note: Some of these are more like requirements but they are in duties list. We'll keep them.
Now Performance Requirements: Knowledge, Skills, Abilities.
List:
- Knowledge of front office procedures and medical terminology.
- Excellent grammar and spelling skills.
- Knowledge in operation of medical office technology systems.
- Skill in greeting patients and answering the telephone in a pleasant and helpful manner.
- Ability to speak clearly and concisely.
- Ability to read, understand, and follow oral and written instruction.
- Ability to sort and file materials correctly by alphabetic or numeric systems.
- Ability to establish and maintain effective working relationships with patients, employees, and the public.
We could put these under Requirements or Skills. The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to decide where each piece goes.
We have Education: High school education or equivalent.
Experience And Skills: Strong communication skills with consistent incorporation of judgement and discretion. Working knowledge of medical terminology and coding preferred. Previous two years in a front office using medical management software preferred. Previous typing or data entry at 40 wpm experience.
We also have Typical Physical Demands and Typical Working Conditions. Those could be part of Requirements or maybe a separate section? Not listed in headings but we could include under Requirements or maybe under About the role? The instruction says prefer a few substantive sections over many thin ones. So we could incorporate physical demands and working conditions into Requirements or Qualifications.
Better to have sections: About the role, Responsibilities, Requirements (covering knowledge, skills, abilities, education, experience, physical demands, working conditions), Benefits, Pay, Schedule.
We'll not have separate Qualifications or Skills if we merge.
But we need to follow instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It doesn't forbid using other headings? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should stick to those headings. We can omit sections that lack content. Thus we will have:
About the role
...
Responsibilities
- ...
Requirements
... maybe combine knowledge, skills, abilities, education, experience, physical demands, working conditions into a paragraph or list? Could use
- for list of requirements.
But we need to preserve all substantive information. So we need to list each item.
We could break into subheadings? Not allowed; only those headings. So we can put a
- for each.
Let's compile all requirement items:
Knowledge of front office procedures and medical terminology.
Excellent grammar and spelling skills.
Knowledge in operation of medical office technology systems.
Skill in greeting patients and answering the telephone in a pleasant and helpful manner.
Ability to speak clearly and concisely.
Ability to read, understand, and follow oral and written instruction.
Ability to sort and file materials correctly by alphabetic or numeric systems.
Ability to establish and maintain effective working relationships with patients, employees, and the public.
High school education or equivalent.
Strong communication skills with consistent incorporation of judgement and discretion.
Working knowledge of medical terminology and coding preferred.
Previous two years in a front office using medical management software preferred.
Previous typing or data entry at 40 wpm experience.
Frequent mobility and/or sitting required for extended periods of time.
Some bending and stooping required.
Requires occasional lifting up to 50 pounds of boxes of paper.
Requires manual dexterity to operate office technology.
Requires eyesight correctable to 20/20 to read numbers, policies, and computer terminals.
Requires hearing within normal range for telephone use.
Work is performed in an office environment and requires both desk and counter work.
Frequent contact with employees and outside agencies.
Continual patient contact may involve dealing with angry and upset people.
We should also include the statement about Methodist Medical Group etc? That's more about employer, could be in About the role or Benefits? It's about the organization, not a requirement. Could be in About the role as extra description.
Now Benefits: we have: competitive salaries; medical, dental, and vision insurance; a matched retirement plan; an employee wellness program; and more. Also awards list but those are not benefits per se but could be considered? The instruction says include Benefits section only when posting has real, specific content for it. The awards are not benefits but could be considered as part of employer reputation. Safer to stick to the explicit benefits: medical, dental, vision insurance; matched retirement plan; employee wellness program; and more. Also competitive salaries.
Thus Benefits
- with those items.
Pay: we have "competitive salaries". We'll put a
- Maintains strictest confidentiality.
- Greets patients in a prompt, courteous and helpful manner.
- Checks-in patients, verifies and updates demographic and insurance information to the medical record.
- Assists patients with ambulatory difficulties.
- Follows office scheduling policies.
- Collects payments and enters charges into computer system.
- Registers new patients into computer system and verifies all patients’ addresses, telephone numbers and insurance information.
- Answers telephone, screens calls, takes messages, and conveys information to appropriate parties.
- Proficiency with medical office technology systems.
- Maintains work area and reception area in neat and orderly manner.
- Advises Practice Manager of problems and concerns in the Front Office and helps in problem solving.
- Attends educational and staff meetings as scheduled.
- Determine and input daily balance of charges and receipts as assigned by the Office Manager.
- Follows established policies and procedures; adheres to OSHA Regulations.
- Must be able to work with other staff members to foster a team approach
stating that the position offers competitive salaries. Schedule: Hours of Work: 40; Days Of Week: M-F; Work Shift: (blank). So we can say: Full-time, 40 hours per week, Monday to Friday. Now we need to ensure we don't repeat job title as heading. We'll not. Now produce HTML. Let's craft:
About the role
Department: Patient Care Facility. Reports directly to Office Manager; no supervision exercised. Greets, instructs and schedules patients, registers patients into the computer system, and determines their insurance benefits. Serves as a liaison between patient and clinical support staff.
Responsibilities
- under Requirements with all the items: knowledge, skills, abilities, education, experience, physical demands, working conditions.
But we need to differentiate maybe by using
- for each.
Let's compile all requirement items:
Knowledge of front office procedures and medical terminology.
Excellent grammar and spelling skills.
Knowledge in operation of medical office technology systems.
Skill in greeting patients and answering the telephone in a pleasant and helpful manner.
Ability to speak clearly and concisely.
Ability to read, understand, and follow oral and written instruction.
Ability to sort and file materials correctly by alphabetic or numeric systems.
Ability to establish and maintain effective working relationships with patients, employees, and the public.
High school education or equivalent.
Strong communication skills with consistent incorporation of judgement and discretion.
Working knowledge of medical terminology and coding preferred.
Previous two years in a front office using medical management software preferred.
Previous typing or data entry at 40 wpm experience.
Frequent mobility and/or sitting required for extended periods of time.
Some bending and stooping required.
Requires occasional lifting up to 50 pounds of boxes of paper.
Requires manual dexterity to operate office technology.
Requires eyesight correctable to 20/20 to read numbers, policies, and computer terminals.
Requires hearing within normal range for telephone use.
Work is performed in an office environment and requires both desk and counter work.
Frequent contact with employees and outside agencies.
Continual patient contact may involve dealing with angry and upset people.
We should also include the statement about Methodist Medical Group etc? That's more about employer, could be in About the role or Benefits? It's about the organization, not a requirement. Could be in About the role as extra description.
Now Benefits: we have: competitive salaries; medical, dental, and vision insurance; a matched retirement plan; an employee wellness program; and more. Also awards list but those are not benefits per se but could be considered? The instruction says include Benefits section only when posting has real, specific content for it. The awards are not benefits but could be considered as part of employer reputation. Safer to stick to the explicit benefits: medical, dental, vision insurance; matched retirement plan; employee wellness program; and more. Also competitive salaries.
Thus Benefits