Front Desk Patient Services Representative

Horizon Eye Care•Charlotte, NC

About The Position

The Front Desk Patient Services Representative greets patients and ensures complete, accurate check-in and check-out. The role gathers the information needed to process insurance claims and accurately bill patients for copayments, deductibles, and non-covered services. It supports patient flow by coordinating with clinical staff and physicians, managing appointments and communications, and using practice management systems to maintain records and process charges.

Requirements

  • High school diploma or equivalent.
  • Two years of customer service experience, preferably in a medical or ophthalmic environment.
  • Basic database skills, preferably with an electronic medical system.
  • Knowledge of insurance company processes and ability to read an Explanation of Benefits form.
  • Ability to work independently.
  • Clear written and verbal communication skills.
  • Excellent interpersonal skills with a variety of personality types.
  • Ability to multitask.
  • Problem-solving ability.
  • Organizational skills.

Responsibilities

  • Greet patients professionally upon arrival and acknowledge them in a friendly manner.
  • Obtain or update patient demographic information and copy insurance cards at each visit.
  • Enter all required information into the physician practice management system.
  • Answer patient and family questions as appropriate.
  • Follow check-in and check-out workflows and float between those functions according to patient volume.
  • Pull routine eye plans and obtain authorizations, including VSP, EyeMed, and Community Eye Care.
  • Verify and review eligibility in NextGen and payer websites as needed.
  • File charges in NextGen and the routine vision system (VSP).
  • Calculate patient charges accurately and collect required copayments.
  • Monitor missing charges in NextGen and coordinate with clinical teams to ensure timely entry.
  • Prepare charts through pre-registration review, including charts for physicians traveling to occasional locations and premature baby charts.
  • Support technical staff and physicians to help ensure timely patient flow.
  • When assigned bilingual responsibilities, monitor Spanish NotifyMD web messages, handle Spanish calls and voicemails, review and approve translated correspondence and patient forms, and translate for Surgery Coordinators as needed.
  • Scan correspondence received by mail or fax to Cotswold.
  • Schedule patient appointments, including triage patients, and schedule requested web appointments.
  • Use multiple practice management systems to extract information.
  • Comply with the petty cash policy daily.
  • Print physician schedules for clinical teams.
  • Fax referrals to the referral department and distribute faxes.
  • Answer telephone calls promptly and in a customer-friendly manner.
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