Patient Service Representative

Essential Duties and Responsibilities

• Provide new and/or established patients with all forms that must to be completed or updated to ensure accurate patient demographic, insurance, financial (Sliding Fee Scale) and UDS information;
• Ensure the completeness of forms, and accuracy of data obtained, are entered correctly into the corporate practice management systems; information will be updated each time patient comes into office to be seen;
• Provide assistance to patients on any questions the patients may have pertaining to their form(s);
• Resolved patient concerns in an effective and timely manner, to include re-routing calls;
• Greet patients in a professional and courteous manner to ensure excellent patient service and satisfaction, which includes face-to-face and/or telephone communications and direct phone calls to the appropriate staff member;
• Scheduling all patient appointments (to include follow-up visits) for individual location(s) in a timely manner and in accordance with corporate production goals;
• Establish medical/dental records for all new patients;
• Verify and obtain all information from the patient regarding demographic, insurance and financial (Sliding Fee Scale) is accurate and all copies of appropriate documentation to support demographic, insurance and financial information is filed in the patient’s medical/dental record;
• Responsible for making sure all the correct administrative and patient care forms are complete and filed in the appropriate order in the patient’s medical/dental records;
• When computer systems are down, retrieve patient medical record for patient visit and provide to the appropriate medical staff and re-file chart upon completion of visit and appropriate signatures have been received;
• When computer systems are down, responsible for printing encounter form at check-in and entering all encounter charges and receipts immediately upon completion of the visit;
• Run and balance corporate practice management system end of day receipt report totals between encounters, batch report (i.e., check conversion, cash and credit/debit card machine) and cash drawer. Run and balance corporate practice management system end of day charge report totals only when computer system is down;
• Complete daily report form for appointments, production, charges, monies collected, batch report totals, drawer start off and petty cash along with corporate practice management system end of the day receipt report totals to Accounting at the close of each day;
• Open mail and distribute mail following all U.S. Postal Service requirements and guidelines;
• Assists in obtaining and maintaining NCQA PCMH recognition;
• Faxing patient correspondence to outside entities from providers. This can include paper or electronic faxes depending on the type of fax;
• Aid in purging of Medical and Dental records as directed;
• Complete daily deposit slip(s);
• Aid billing department in research and follow-ups;
• Responsible for ordering office supplies and keeping work area clean and neat;
• Performs other necessary duties as required by the health center to meet the goals of providing primary healthcare services.

Qualification Requirements

• GED or High School graduate with a minimum of two years of medical or dental clinic front desk operations experience.
• 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 apply basic concepts of mathematics and computations.
• 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.
• Competency required in the areas of communication, excellent verbal and written skills. Use of computer skills to include Microsoft Word and Excel.
• None.
• Familiarity with effective use of computerized accounting/billing systems. Must be able to use other equipment such as a fax, copier, scanner, and calculator. Good organizational skills and the ability to perform numerous tasks simultaneously in a fast-paced office environment. Good analytical skills, stickler for details, sense of personal responsibility for work performance, and a professional attitude. The ability to work without constant supervision and adhere to policies and procedures is a must.
• The physical/mental demands described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
• Risk Classification Level: II - Job classification level in which employees have potential exposure to blood borne pathogens exists only when rendering minor first aid, which is a collateral function of the job.