Patient Service Representative

Overview

The Patient Services Representative – Medical (PSRM) reports to the Patient Services Front Desk Manager. They are responsible for greeting patients and visitors to the health center and the front desk operations including scheduling and check-in/out duties for patients receiving medical services s position includes notifying patients of service delays, verifying eligibility, collecting necessary co-payments if needed, and updating patient information to ensure records are current.

This role also involves communicating with patients about upcoming appointments within the health center and about outstanding balances due that would require payment prior to the next appointment.

• Schedules appointments and verifies insurance and/or payment method for the appropriate department.
• Schedules follow-up medical appointments as well as any other clinical appointment(s) upon patient request or need, using approved templates and guidelines.
• Conducts appointment reminder communications and screens insurance eligibility for same-day and/or walk-in appointments. Appropriately notifies patients of any eligibility conflicts.
• Utilizes software features to maximize patient access and adheres to patient check-in workflow.
• Collects and records patient payments for services rendered daily.
• Reconciles daily cash drawer and patient payments.
• Ensures information entered into the Electronic Health Record (EHR) is accurate and complete, including reviewing the chart and verifying all forms are completed and up to date.
• Assists and enrolls patients in state programs.
• Completes daily corrections as requested by the department manager.
• Complies with all state and federal laws and regulations as they pertain to the position, including HIPAA, sexual harassment, Scope of Practice, OSHA, etc.
• Other duties as assigned.

• Excellent computer skills, preferably with Windows, including Microsoft Office Suite
• Excellent telephone and communication skills
• Must possess excellent organizational, writing, and verbal skills.
• Ability to work independently, set priorities, and work well under pressure.
• Ability to maintain a high degree of confidentiality.
• Ability to demonstrate superior professionalism when dealing with patients, subordinates, colleagues, community members and vendors.

• Communication and Relationships
• Initiative
• Planning and Organizing
• Safety
• Teamwork
• Customer Service
• Data Collection
• Eligibility
• Payment Collection
• Scheduling