Patient Service Associate- Duke Lake Norman Family Medicine
Listed on 2026-02-07
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Healthcare
Healthcare Administration, Medical Office
Overview
At Duke Health, we re driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together.
Duke Health Lake Norman Hospital
Pursue your passion for caring with Duke Health Lake Norman Hospital in Mooresville, North Carolina. The smallest of the four Duke Health hospitals at 123-beds, it offers a comprehensive range of medical services, including 24-hour emergency care, cardiology, orthopedics, women s services, and surgical specialties.
Duke Lake Norman Hospital
- Morrison Plantation:
Primary Care/Family Medicine Clinic
- Coordinate and participate in a variety of duties associated with daily clinic preparation process, patient identification, patient check in/out, charge posting, cash management and patient appointment scheduling.
- Provide customer service, message distribution, ancillary scheduling, and preparation and referrals management.
- Prepare for clinic visits by reviewing next day patients and completing next day preparation activities.
- Enter pre-visit orders and prepare new patient charts.
- Collect and transport items such as X-rays, office charts, medical records, reports, petty cash and collections bag.
- File history sheets, ancillary reports and all other required patient record documentation; return medical records and attach HIPAA/Medicare documents to encounter forms.
- Check-in patients upon arrival; verify patient information in Maestro Care and update demographic data as needed.
- Identify and apply the appropriate account for patient visits; present and educate patients on required forms and obtain signatures per policy and procedure.
- Complete Maestro Care check-in files and manage all relevant alerts; collect and post co-payments and balances due.
- Imprint patient-specific chart documents and requisition/transmittal documents; copy, file and distribute insurance cards as indicated by procedure.
- Coordinate all labs/procedures as requested; maintain private physician office charts; prepare encounter forms and investigate missing forms.
- Audit encounter forms for completeness and accuracy before batching; batch encounter forms or charge postings in Maestro Care.
- Schedule tests and procedures; complete and distribute ancillary service requisitions.
- Explain billing to patients according to PRMO credit and collection policies; determine the cash amount to be collected based on insurance plan.
- Check-out patients and arrange return appointments by scheduling into the correct appointment type, assigning the primary or referring physician, and scheduling tests and procedures.
- Answer phones, take and deliver messages to physicians, nurses and others; report obtained medical information accurately, completely and timely.
- Disseminate messages according to practice communication standards.
Skills and Abilities
- Strong verbal and written communication.
- Basic PC and data entry skills; knowledge of medical terminology and telephone etiquette.
- Ability to organize and prioritize work, provide clear instructions, interact tactfully with customers, and maintain effective relationships.
- Ability to apply departmental policies relating to verifying patient information, collecting payments and maintaining records and forms.
N/A
Minimum Qualifications EducationWork requires knowledge of basic grammar and mathematical principles normally acquired through high school education.
ExperienceMinimum of one year of work experience in directly communicating and providing service to patients or the public; preferably in a healthcare related field. Experience in coordinating multiple tasks or activities.
Degrees, Licensures, CertificationsN/A
Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual s age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy related conditions), sexual orientation or military status.
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