Clinic Patient Representative - Primary Pediatric

CHRISTUS Health•Alamogordo, NM

About The Position

The Clinic Patient Representative arranges for the efficient and orderly registration of patients according to established procedures, ensures accurate collection of patient and insurance information, and performs clerical and cashier duties. The role also schedules appointments and maintains patient charts. The listed duties are not exhaustive, and other related duties may be assigned. The representative provides professional and courteous service while supporting patient registration, appointment scheduling, insurance and referral coordination, records management, and payment processing. The role requires maintaining core competencies, following organizational policies and procedures, and providing services appropriate to the physical, psychosocial, educational, safety, and other needs of the population served in the assigned area.

Requirements

  • High school diploma or equivalent.
  • Clerical training that includes typing, use of a 10-key calculator, and computer knowledge.
  • Knowledge or experience with computer software and insurance requirements, including authorizations, policies, and co-payments.
  • Current American Heart Association Basic Life Support (BLS) card.

Nice To Haves

  • Medical office experience preferred.
  • Bilingual skills preferred.

Responsibilities

  • Demonstrate knowledge and skills necessary to provide services based on relevant patient needs and criteria for the population in the assigned area.
  • Maintain required core competencies.
  • Comply with established policies and procedures, including those concerning nametags, dress code, parking, and smoking.
  • Answer practice phones and schedule patient appointments.
  • Register arriving patients accurately and gather all necessary information.
  • Scan and receive required documents into patient accounts.
  • Fax notifications to insurance companies when required.
  • Pre-register patients by phone.
  • Provide prompt patient services with a professional and kind attitude.
  • Request medical records for new or referred patients.
  • Verify that required insurance authorizations and referrals have been received and placed in patient records before visits.
  • Regularly update patient information, including addresses, phone numbers, and insurance information.
  • Keep front-office forms updated and copied, including new-patient packets and patient charts.
  • Collect patient co-payments and outstanding balances at the time of service, and post payments to accounts and the daily log.
  • Balance the designated cash drawer at the end of the shift.
  • Assist patients with general insurance, billing, and account inquiries, or refer them to a certified patient tech.
  • Prepare charts for patient visits according to protocols.
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