Patient Service Representative

Responsibilities

• Unlock doors, turn on lights and radio upon clinic opening.
• Ensure waiting room is tidy.
• Count starting balance in cash box and document on daily cash log, initial and obtain verification initials as well.
• Sort and distribute contents of the courier bin (courier clinics only).
• Review scheduled appointments for any added appointments, print “Fee Ticket” and determine what elements of check-in process are needed (i.e. NOPP Acknowledgement, Financial Communication Policy, Minor and General Consent Forms, insurance update, referral, etc).
• Print daily appointment list report from electronic scheduling system and post copy per clinic specific protocol.
• Greet and check-in patients for appointments.
• Verify demographic information including Full name, Date of birth, Address, Phone/Contact Numbers, Email.
• Update NOPP Acknowledgement, Financial Communication Policy, Minor and General Consent Forms.
• Determine referral status as needed and review alerts in patient chart and proceed accordingly.
• Review insurance information in electronic scheduling system, if necessary, update with new insurance information.
• Verify insurance card is scanned into electronic health record.
• When applicable, explain insurance and financial policies such as self-pay down-payment policy and timely payment discount for patients without insurance.
• Collect co-pay, payment on account and/or full balance of cosmetic procedures. Provide receipt and document on daily cash log.
• Inform patient of outstanding patient balance and use provided scripting to request payment on account.
• Scan documents into electronic health record including but not limited to referral/outside physician chart notes, prescription refills, lab results, prior authorization requests, etc.
• Organize magazines in waiting room and dispose of outdated copies.
• Inform patients if provider is running excessively behind.
• Maintain tidiness of waiting area and reception counter throughout the day.
• Check schedules for added, canceled and no-show appointments throughout the day.