Patient Representative

General Summary Of Duties

• Greet patients upon arrival and check patients in on a daily basis.
• Collect all co-pays from patients if applicable.
• Obtain photo ID and insurance card to be scanned into system.
• Check patients out as needed to assist with patient flow.
• Prepare deposits.
• Prepare end of day batch sheet.
• Create new patient chart in SOAP upon patients arrival.
• Send all paperwork to appropriate departments via inter-office mail.
• Book appointments in HST system when applicable.
• Confirm appointments for the following business day.
• Afford assistance with office duties that can be performed at the check in desk.
• Afford assistance with maintaining a pristine office.
• Maintain a neat and clean work environment.

Essential Functions

• Must arrive prior to start time in order to become situated before patient’s arrival.
• Perform all office duties required.

Education & Knowledge

• High School Diploma, with 1-2 years experience in healthcare background.
• Knowledge of clinic policies and procedures.
• Knowledge of computer systems, programs.
• Knowledge of medical terminology.

Skills

• Must be able to multi – task.
• Must be able to express compassion and kindness to patients calling and being seen in the office.
• Maintain a professional and upbeat attitude.
• Skill in written and verbal communication and customer relations.

Physical/Mental Demands

• Requires sitting and standing associated with a normal office environment.

Environmental/Working Conditions

• Normal busy office environment with much patient contact.
• Occasional evening or weekend work.