Patient Services Representative - Front Desk

Position Summary

Greets patients as they arrive for scheduled appointments
Provides new patients appropriate paperwork for required signatures (if they have not been pre-registered)
Verifies demographic and insurance information for new and established patients, according to protocol; makes a copy of each patient's insurance card, front and back and also their license
Collects patients’ co-payment and any previous balances that are due.
Manages Self-pay client accounts.
Checks for insurance referral and has patient sign waiver if referral has not been obtained.
Explains financial and collection policies to new patients—provides written guidelines to each patient
Ensures all patient paperwork is complete before patient is seen—puts the chart up for the clinical staff
Informs patients in the reception area when the physicians are running behind—offers to reschedule them

Essential Duties and Responsibilities

• Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
• Receive payment and record receipts for services.
• Perform administrative support tasks, such as proofreading, transcribing handwritten information, or operating calculators or computers to work with pay records, invoices, balance sheets, or other documents.
• Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.
• Hear and resolve complaints from customers or the public.
• Filer and maintain records.
• Transmit information or documents to customers, using email, mail, or fax.
• Schedule appointments and maintain and update appointment calendars.
• Analyze data to determine answers to questions from customers or members of the public.
• Provide information about establishment, such as location of departments or offices, employees within the organization, or services provided.
• Collect, sort, distribute, or prepare mail, messages, or courier deliveries.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Experience typically gained with an Associate's Degree (or other 2-year degree) and 1 year of relevant work experience.
• Active Learning- Understanding the implications of new information for both current and future problem-solving and decision-making.
• Active Listening- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Critical Thinking- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Learning Strategies- Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
• Mathematics- Using mathematics to solve problems.
• Mining- Using scientific rules and methods to solve problems.
• Reading Comprehension- Understanding written sentences and paragraphs in work related documents.
• Science- Using scientific rules and methods to solve problems.
• Speaking- Talking to others to convey information effectively.
• Writing- Communicating effectively in writing as appropriate for the needs of the audience.
• Activities Writing - Communicating effectively in writing as appropriate for the needs of the audience.
• Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
• Service Orientation - Actively looking for ways to help people.
• Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
• Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Coordination - Adjusting actions in relation to others' actions.
• Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.