Patient Services Representative

Essential Functions

• Greet and assist patients, visitors, and vendors with professionalism and warmth.
• Check patients in/out and schedule appointments.
• Triage and direct patient questions and concerns.
• Verify and update patient info in our EHR system.
• Scan/upload patient documents to EHR.
• Collections payments and issue receipts.
• Handle appointment changes and cancellations.
• Always protect patient privacy.
• Support call center as needed.

Call Center Responsibilities

• Answer calls promptly and professionally.
• Triage and route patient calls and requests.
• Schedule appointments per protocol.
• Update patient info as needed.
• Document patient communications in EHR and route messages as needed.
• Return patient calls and leave voicemails as needed.
• Maintain call center goals.
• Communicate professionally with patients, providers, and staff.
• Work with the care team to ensure smooth patient flow and resolve concerns.
• Show professionalism, reliability, and strong communication.
• Follow all HIPAA, safety, and privacy rules.
• Keep up-to-date on workflows and procedures.
• Participate in meetings and training as assigned.
• Take on other duties as assigned.

Qualifications & Skills

• High school diploma or GED required.
• 1+ years’ customer service experience (medical office, insurance, call center, or similar).
• Appointment scheduling experience.
• Flexible and able to multitask.
• Proficient with computers, MS Office, and EHR systems (Epic preferred).
• Collaborative and relationship-building skills.
• Strong problem-solving and sound judgment.
• Excellent organizational skills.
• Strong communication, listening, and interpersonal skills.
• Able to work independently and take direction.
• Able to handle confidential information with discretion.

Perks & Benefits

• 11 Paid Holidays
• 3 Weeks Paid Time Off
• Annual Bonus
• 401(k) Retirement Plan
• Profit Sharing Plan
• Medical, Dental, Vision Insurance
• Company Paid Disability Insurance
• Flexible Spending Accounts
• Company Paid Life Insurance
• Parental Leave
• Employee Assistance Program
• Employee Discount Program

About the Role

California Pacific Orthopaedics, located in San Francisco and San Rafael, is a leading provider of orthopedic and sports injury care. The team combines medical excellence with advanced technology and a strong commitment to patient privacy and service. We are seeking an onsite Patient Services Representative for our San Rafael office who can provide warm, professional service to patients.

Pay

Details about pay are not specified in this posting.

Schedule

The schedule for this position is Monday through Friday, on-site. Hours are from 8 AM to 5 PM.