Lead PSR - Patient Services Representative - Pulmonology Clinic

Position Title and Department

Position Title: Lead PSR - Patient Services Representative - Pulmonology Clinic
Department: OUPB Pulmonology

Coordinates schedules of patients in an outpatient clinic and provides clerical assistance toward the smooth operation of the facility. Directly supervises a group of Patient Services Representatives.

• Schedules patient appointments, either by telephone or in person
• Provides information about clinic operations
• Obtains patient demographics on new patients and updates demographics on established patients
• Answers telephone calls and distributes to the appropriate people
• Prepares and enters healthcare providers’ schedules into the computer
• Coordinates schedules as directed to patient requiring multiple services

• Greets patients as they come into the clinic for scheduled appointments
• Accepts payments and writes receipts
• Totals encounter forms and inspects the form for completeness and accuracy
• Codes procedures and diagnoses
• Ensures the resident and faculty signatures are on the encounter form and chart
• Copies insurance cards and distributes to the appropriate people
• Prepares encounter forms and billing packets for patients to be seen
• May prepare and type daily deposits
• Balances and closes cash box daily
• Prepares ancillary forms for other services (i.e. x-rays, vascular studies, etc.)
• Prints and faxes physician schedules to offices

• Pulls patient charts for appointments or to file lab, x-ray, hospital information or other information into the chart
• Copies medical records for patients and other providers or facilities
• Files patient charts
• Prepares inactive patient charts for storage. Maintains log of charts in storage
• Secures charts that have been sent to storage that are needed in the clinic
• Replaces torn charts with new covers
• Makes up new patient charts and/or packets of information
• Prepares new patient inserts for charts
• Requests medical records from other facilities

• Talks to patients about financial accounts
• Verifies insurance eligibility and primary care physicians for patients
• Secures referrals to other providers for HMO patients
• Secures referrals from PCPs for HMO patients to be seen in the clinic
• Collects and verifies proof of income in order to determine what sliding scale discount is appropriate, if any

• Dispenses supplies as needed
• Notifies appropriate person when supplies are low and need to be reordered
• Types notes and letters for physicians as needed
• Makes immunization cards as needed
• Logs mail receipts according to University policy
• Sorts and distributes mail

• Communicates with patients of all ages in a professional manner at all times
• Communicates with co-workers and employees in a manner which promotes a highly “team oriented” approach
• Enhances professional growth and development through in-service meetings and education programs
• Maintains patient confidentiality
• Performs related work as assigned

• Acts as a backup for other Team Leaders
• Checks some work of other Team Leaders to ensure complete accuracy
• Helps other Team Leaders diffuse difficult situations

• Supervises employees
• Checks the work of subordinates to ensure accuracy
• Attends interviews and offers opinion of applicants
• Trains new hires
• Assists in conducting performance appraisals
• Approves time off for employees

• Diffuses all but the most serious of situations
• Refers those situations to clinic manager or appropriate personnel and keeps them abreast of all situations

• Performs other duties as assigned

Education: High School Diploma or GED
Experience: At least 5 years of experience in customer service in a clinical environment required


Licensure/Certification s/Registrations

Required:

None required

Knowledge, Skills, & Abilities:

• Good verbal and written communication skills
• Customer Service skills
• Interpersonal skills – able to work effectively with other employees, patients and external parties
• Proficient with the use of Microsoft Office tools

OU Health is an equal opportunity employer. We offer a comprehensive benefits package, including PTO, 401(k), medical and dental plans, and many more. We know that a total benefits and compensation package, designed to meet your specific needs both inside and outside of the work environment, create peace of mind for you and your family.