Patient Service Representative

Responsibilities

• Manage patient check‑in and check‑out processes, including verifying insurance, collecting co‑pays, and obtaining necessary documentation.
• Greet and assist patients in person and over the phone with a professional and compassionate demeanor.
• Conduct patient outreach calls to schedule appointments, including preventive care visits, follow up on care plans, and address outstanding needs.
• Schedule, confirm, and reschedule patient appointments, ensuring accuracy in patient records.
• Meet outreach, scheduling, and preventive care quality targets and measures.
• Serve as a primary resource for resolving patient inquiries or concerns.
• Ensure compliance with HIPAA and other healthcare privacy regulations.
• Coordinate with clinical teams to ensure smooth patient flow and operational efficiency.
• Maintain accurate records and update electronic health records (EHR) systems.
• Support training and onboarding of new patient service staff members.
• Generate reports and assist in operational improvement projects.

• High school diploma or equivalent required.
• 2+ years of experience in a customer service setting highly preferred.
• Experience in an outpatient clinic or similar healthcare setting preferred.
• Knowledge of insurance verification, medical terminology, and EHR systems preferred.