Job Summary The Patient Services I’s primary job function is to be responsible for initiating patient visits, coordinating patient appointments, collecting payments, entering/updating patient information on our computer system and providing courteous, efficient and informal telephone access to clinic services. Job Specific Competencies 1. Greets all patients and guests in a warm and friendly manner. a. Performs AIDET 100% of the time; 90% proficiency score must be maintained. 2. Registers patients; collects demographics and updates data as needed; and assists them with forms if necessary. 3. Schedules appointments for patients using scheduling protocols and answering scripts. 4. Enters accurate data in EMR, EDR and other electronic records in accordance with protocol. 5. Obtains and verifies insurance information. a. Obtains and scans copy of insurance card. b. Verifies eligibility at each appointment c. Collects switch forms and waivers when necessary. 6. Collects and records payments from patients. Balances encounter batch and monies collected with totals in practice management system. a. Responsible for reviewing task buckets and claim work flow work list daily. b. Perform the End of Day Review. c. Barcode and fax all incoming documentation daily. 7. Directs phone calls to proper destination or takes a message as per protocol. 8. Assists patients with information and education on other CVCH programs as approved by Supervisor. 9. Provides accurate verbal translation, English & Spanish, when required. 10. FOR DENTAL ONLY: Schedules appointments for patients using scheduling protocols and answering scripts. a. Confirms all patients the day before scheduled appointment. b. Maintains provider’s schedules at number of appointments per day as per Dental Scheduling protocol. This includes follow-up on missed appointments and missed recall. 11. FOR DENTAL ONLY: Dental No Show a. Prepares and mails appropriate No Show letter and documents EDR record (refer to No Show policy). b. Identify reinstatement eligibility, collect documentation required in the No Show policy and submit to Dental Operations Manager for consideration. 12. FOR DENTAL ONLY: Recall Management a. Runs Recall tickler report bi-weekly for upcoming needed appointments and sends reminder postcards (refer to dental recall protocol). b. Makes follow-up calls to current and past due recall patients to schedule appointments. General Duties and Responsibilities 1. Performs other duties and tasks as assigned by supervisor. 2. Expected to be prepared to start shift at scheduled time, meet attendance standards, and work the hours necessary to perform the essential functions of the job. 3. Conforms to safety policies, general housekeeping practices. 4. Demonstrates sound work ethics, flexible, and shows dedication to the position and the community. 5. Demonstrates a positive attitude, is respectful, and possesses cultural awareness and sensitivity toward clients and co-workers. 6. Keeps customer service and the mission of the organization in mind when interacting with all clients, co-workers, and others. 7. Employees are expected to embrace, support and promote the core values of respect, integrity, trust, compassion and quality which align with the CVCH mission statement through their actions and interactions with all patients, staff, and others. 8. Conforms to CVCH policies and Joint Commission and HIPAA regulations.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees