About The Position

The Clinic Patient Representative Senior greets, instructs, directs, and schedules patients and visitors, and serves as a liaison between patients and medical support staff. The role may assist with various clinic duties, verify insurance benefits, assist with referrals, collect payments, and prepare cash for deposits. The representative maintains patient check-in flow, verifies demographic and insurance information, enters and maintains accurate patient account information, answers phones, takes messages, and responds to patient and staff inquiries. The role schedules appointments according to physician guidelines, clinician templates, and office policies; collects time-of-service payments and prior balances; and may arrange payment plans. Additional duties may include checking in patients, updating medical records, assisting with forms, handling front-end administrative work, denials, and work queues, and correcting errors to support clean claims. The position screens visitors and responds to routine information requests. It requires adherence to CHRISTUS Health policies and procedures, including HIPAA protections and strict confidentiality, quality assurance, safety, environmental, and infection-control standards. The representative communicates clearly and positively in a manner consistent with the CHRISTUS Mission, Code of Ethics, cultural diversity objectives, and Service Guarantee, and performs other related work as assigned by leadership.

Requirements

  • High school diploma or equivalent.
  • Three or more years of experience in a health care organization.
  • Excellent interpersonal and communication skills.
  • Good math knowledge.
  • Ability to operate a 10-key calculator by touch, telephone, computer, copier, and fax machine.

Nice To Haves

  • Knowledge of managed care.
  • Some college.
  • Advanced ICD-9 and CPT coding skills.
  • Experience with charge posting or collections.

Responsibilities

  • Greet, instruct, direct, and schedule patients and visitors.
  • Serve as a liaison between patients and medical support staff.
  • Maintain the flow of patient check-in and verify demographic and insurance information, entering it into the computer database.
  • Ensure patient account information is accurate and respond promptly to CBO requests for patient account corrections or maintenance.
  • Answer phones, take messages, and assist with patient and staff inquiries.
  • Schedule appointments according to physician guidelines, clinician templates, and office scheduling policies.
  • Collect time-of-service payments and prior balances, arrange payment plans when requested, and prepare cash for deposits.
  • Verify insurance benefits and assist with referrals.
  • Check in patients, verify and update information in medical records, and help patients complete necessary forms.
  • Assist the front office lead or supervisor with administrative duties, including front-end duties, denials, and work queues, and correct errors to ensure clean claims.
  • Screen visitors and respond to routine requests for information.
  • Follow HIPAA guidelines and maintain strict confidentiality of protected health information.
  • Follow CHRISTUS Health policies, procedures, objectives, and quality assurance, safety, environmental, and infection-control standards.
  • Perform responsibilities consistent with the CHRISTUS Mission and Code of Ethics, support cultural diversity objectives, and adhere to the CHRISTUS Service Guarantee.
  • Perform other related work as assigned by leadership.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service