Practice Service Representative

Summary

Performs various clerical duties for office manager, clinical services manager, or physicians including answering telephones, taking messages, scheduling appointments, copying, and creating/filing charts. Responsible for data entry, filing insurance claims, and patient account follow up, as well as monthly reports.

These duties and responsibilities described below represent the general tasks performed on a daily basis by PSR. Any other duties as needed to drive to the vision fulfill the mission and abide by the values of the organization.

• Answer and screen telephone calls in a courteous manner, and record messages for physician and other personnel.
• Schedule patient appointments and procedures according to established policies and procedures.
• Obtain accurate information from patients and ensure all registration forms are complete.
• Collect patient and insurance payments and reconcile charges on a daily basis.
• Verify account balances, collect copays and refunds for accuracy. Provide information to patients regarding unpaid balances.
• File records in appropriate sections of patient charts and keep patient charts in proper order.
• Prepare patient charts in advance and file patient charts when complete.
• Copy patient information and forward to requesting party after receiving appropriate consent to release medical records.
• Maintain files and records in a confidential manner.
• Maintain organization and efficiency of front office.
• Maintain patient confidentiality.
• Perform other related duties as directed or assigned.

Performance Requirements:

• Knowledge of clinic policies and procedures.
• Knowledge of medical terminology and insurance practices.
• Knowledge of computer programs and applications.
• Knowledge of grammar, spelling, and punctuation to type from draft copy and review and edit reports and correspondence.
• Knowledge of basic arithmetic to make calculations, balance and reconcile figures, and make changes accurately.
• Knowledge of CPT and ICD-10 coding.

• Skill in operating office equipment.
• Skill in handling paperwork/filing adequately.
• Skill in handling incoming phone calls and triaging appropriately.
• Skill in written and verbal communication.
• Skill in gathering, interpreting, and reporting insurance information.
• Skill in troubleshooting insurance claims issues and resolving appropriately.

• Ability to type 60 words per minute using word‑processing software. Able to learn/use other computer programs including Microsoft® Excel, e‑mail, Internet, and Microsoft® PowerPoint.
• Ability to work effectively as a team member with physicians and other staff.
• Ability to sort and file materials correctly by alphabetic or numeric systems.
• Ability to interpret and understand insurance benefits and reimbursement.
• Ability to flexibly respond to changing demands.
• Ability to organize and prioritize tasks effectively.
• Ability to communicate clearly.
• Ability to work with little supervision.
• Ability to establish and maintain effective working relationships with patients, employees, and the public.

Reports to:

Practice Manager
Supervises: NIA

Responsibilities:
Must sign off on all competencies assigned yearly and provide contiguous feedback.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION:

High school diploma or GED or 5 or more years of medical office experience

EXPERIENCE:

1 year experience as an administrative assistant experience in a medical office, customer service or medical billing experience.