Patient Service Representative

Position Overview

The Patient Service Representative greets all patients and manages patient intake. The Patient Service Representative is responsible for clerical and organizational tasks like file organizing, scheduling appointments, and assisting staff as needed.

Essential Responsibilities

• Welcomes patients and visitors to the office and directs questions to appropriate staff members.
• Checks patients in and out for their scheduled visit while adhering to our 5-Star standard of patient care.
• Schedules, reschedules and cancels patient appointments in alignment with provider schedules and availability.
• Receives and supports patient calls. Places reminder calls and confirms appointments for intake patients. Assist with patient portal set up.
• Ensures patient paperwork is completed before time of appointment. Verifies insurance coverage and ensures patient is eligible to receive services. Obtains patient Information by requesting completed applications, medical information and insurances; verifying and clarifying information; informing and explaining patient and family members of services.
• Collections co-pays and other payments from patients. Reconciles cash/check payment receipts generated from the EHR with cash on hand at the end of each shift.
• Verifies demographic and insurance information is correct and acquires any other information necessary for the appointment. Retrieves required patient forms and assessments, sequences paperwork, adds new patient record forms, and uploads into patient chart.
• Completes clear and concise documentation in E.H.R. when communicating with patients. Monitors and responds to patient voicemails and portal messages through E.H.R. system. Relays message to provider or appropriate party as needed. Helps maintain accurate and up-to-date medical records within patient charts.
• Maintains inventory of office supplies to assist the Clinic Administrator with supply orders. Maintains reception area in a neat and orderly condition.
• Aids ill or distraught patients in crisis, as necessary. Participates in the medical office emergency routine when required. Calls EMS or assists other staff members as needed.

Minimum Qualifications

• A high school diploma or equivalent required.
• One year of customer service experience required.
• One year of medical front desk receptionist experience or administrative experience preferred.