About The Position

The Clinic Patient Representative greets, instructs, directs, and schedules patients and visitors, serving as a liaison between patients and medical support staff. The role may include other clinic duties and involves verifying insurance benefits, assisting with referrals, collecting payments, and preparing cash for deposits. The representative checks in patients, verifies and updates medical-record information, enters demographic and insurance details into the computer, and assists patients with forms. The position also handles scheduling, telephone calls, correspondence, mail, medical records, and routine visitor requests. It requires maintaining a neat work area and lobby, following confidentiality and HIPAA requirements, and supporting CHRISTUS Health policies, safety and infection-control practices, service standards, mission, and Code of Ethics.

Requirements

  • High school diploma or equivalent.
  • Word-processing and computer experience.
  • Excellent interpersonal skills and ability to communicate well.
  • Strong organization and ability to perform multiple tasks in a busy environment.
  • Prefer one year of work experience, preferably in a medical office setting.

Nice To Haves

  • Knowledge of medical terminology.
  • Professional medical-records documentation and writing skills.
  • Ability to type 40 words per minute.

Responsibilities

  • Greet patients and visitors promptly, courteously, and helpfully; screen visitors and respond to routine requests for information.
  • Check in patients and verify and update necessary medical-record information, including entering patient demographics and insurance information into the computer.
  • Assist patients with completing necessary forms and with ambulatory difficulties.
  • Notify clinical staff when a patient is ready.
  • Maintain appropriate cash levels, balance the cash drawer according to company procedure, process patient payments, and post payments in the company billing system.
  • Refer patients to a financial counselor representative for clarification or discussion of accounts or payment terms within collections-policy guidelines.
  • Work with other staff to collect prior balances at the time of service.
  • Follow office scheduling policies and schedule patients.
  • Answer and screen telephone calls, take messages, and provide information.
  • Type correspondence as directed; sort and deliver mail, medical records, and other correspondence.
  • Maintain the work area and lobby in a neat and orderly manner.
  • Attend meetings as assigned.
  • Follow CHRISTUS Health HIPAA guidelines, maintain strict confidentiality, and prevent or detect unauthorized disclosure of protected health information.
  • Use oral and written communication skills to convey ideas clearly and positively in a manner consistent with the CHRISTUS Mission.
  • Follow CHRISTUS Health policies, procedures, objectives, quality-assurance, safety, environmental, and infection-control requirements.
  • Perform responsibilities consistently 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.
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