Patient Services Representative

About the role

California Pacific Orthopaedics is hiring Patient Services Representatives for its San Francisco team. This position offers the chance to support patients in a collaborative, innovative, and caring environment.

Responsibilities

• Greets and registers new patients and updates existing patient accounts in a courteous and professional manner in accordance with performance standards.
• Identifies accepted insurance plans and those requiring referrals. Handles any system red flags as they are encountered.
• Determines if patient has a copayment or deposit; accepts and records receipt of payment; provides applicable waiver and obtains appropriate signature; and, when appropriate, scans copy of patient’s photo ID, insurance card, and/or waiver.
• Schedules new or follow-up appointments in a courteous and professional manner in accordance with performance standards.
• Responds to requests from patients, family members, physicians, and staff in a courteous and professional manner in accordance with performance standards.
• Accesses the EHR to communicate with clinical staff members and/or physicians. Manages EHR inbasket(s), work queues, and schedule templates as assigned in accordance with performance standards.
• Performs cashiering and cash handling duties as needed.
• Performs other duties as assigned and participates in organization projects as assigned.

Qualifications

• A high school diploma or GED is required.
• Minimum 1 year of customer service experience in a medical office, insurance, call center, or client services environment is required.
• Experience with scheduling appointments is required.
• Must be flexible and have the ability to multitask.
• Proficiency in computers, using MS Office applications, and with an EHR (preferably Epic) is required.
• Ability to collaborate across departments and build effective relationships with internal and external customers to achieve goals is required.
• Strong problemsolving skills and sound judgment are required.
• Strong organizational skills are required.
• Strong verbal/written communication and listening skills, including excellent interpersonal skills and telephone communication, are required.
• The ability to work independently on assigned tasks as well as to accept direction on given assignments is required.
• The ability to deal with confidential information and/or issues using discretion and judgment is required.

What We Offer

• Competitive pay
• 11 paid holidays, and 3 weeks Paid Time Off (PTO)
• Bonus, 401(k), profit sharing
• Medical, dental, vision, disability & life insurance
• Parental leave & employee discounts
• A supportive, inclusive team culture

California Pacific Orthopaedics is an equal opportunity employer. All qualified applicants will be considered for employment regardless of race, religion, color, national origin, sex, sexual orientation, gender identity, age, marital status, status as a protected veteran, or status as a qualified individual with a disability.