Patient Representative / Check In

ESSENTIAL FUNCTIONS

• Greets patients and visitors in a polite, prompt, helpful manner.
• Provides any necessary instructions/directions.
• Helps patients needing assistance, involving management as appropriate.
• Provides all necessary paperwork for patients such as demographics and privacy forms.
• Updates patient information in chart.
• Scans insurance cards, verifies insurance eligibility, collects co-pays and co-insurance.
• Receives account payments from patients, provides account balances and issues receipts.
• Maintains strict confidentiality.
• Maintains clean, orderly waiting area including beverage area and reading materials.
• Answers phones in pleasant and timely manner.
• Reconciles daily journals and cash.
• Follows clinical protocol in alerting appropriate personnel in emergency situations.
• Participates in education activities.
• Performs other duties as assigned.

EDUCATION

• High school diploma or GED.

EXPERIENCE

• Minimum two years of experience in customer service including one year experience in a health care setting.

REQUIREMENTS

• None.

KNOWLEDGE

• Knowledge of reception tasks, clinic policies/ procedures, patient account policies, paperwork.
• Knowledge of how to use office equipment including phone, computer.
• Knowledge of customer service concepts including importance of appropriate image.
• Knowledge of emergency protocol.

ENVIRONMENTAL / WORKING CONDITIONS

• Normal office setting.
• Maybe be exposed to communicable diseases.

PHYSICAL/MENTAL DEMANDS

• Considerable sitting, walking, standing, bending, twisting, reaching.
• Must be able to transfer/transport patients safely.
• Occasional lifting or moving up to 50 pounds.
• Requires eye-hand coordination, finger dexterity.
• Vision must be correct to 20/20 and hearing must be in normal range.
• Must be able to view computer screens for long periods of time.
• Occasional stress related to workload and customers with problems.