Lead Patient Services Representative

The University of Oklahoma • Oklahoma City, OK

5d • Onsite

About The Position

Coordinates schedules of patients in an outpatient clinic and provides clerical assistance toward the smooth operation of the facility. Directly supervises a group of Patient Services Representatives.

Requirements

• High School Diploma or GED, AND:
• 42 months experience of which a minimum of 30 months in a clinical environment and 12 months experience in a customer service role.
• Customer service
• Ability to communicate verbally and in writing
• Ability to resolve problems in a timely manner.
• Proficient with Microsoft Office Suite (Word, Excel, and Outlook)
• Ability to multitask and meet deadlines.
• Ability to lead and train.

Responsibilities

• Schedules patient appointments, either by telephone or in person.
• Obtains patient demographics on new patients and updates demographics on established patients.
• Answers telephone calls and distributes to the appropriate personnel.
• Prepares and enters healthcare providers¿ schedules into the computer.
• Coordinates schedules as directed to patient requiring multiple services.
• Greets patients as they come into the clinic for scheduled appointments.
• Accepts payments and writes receipts.
• Inspects the encounter form for completeness and accuracy.
• Copies insurance cards and distributes to the appropriate employee.
• Prepares encounter forms and billing packets for patients to be seen.
• May prepare and type daily deposits.
• Balances and closes cash box daily.
• Prepares ancillary forms for other services, to include but not limited to x-rays, vascular studies, etc.
• Prints and faxes physician schedules to offices.
• Pulls patient charts for appointments or to file lab, x-ray, hospital information or other information into the chart.
• Copies medical records for patients and other providers or facilities.
• Files patient charts.
• Prepares inactive patient charts for storage.
• Maintains log of charts in storage.
• Secures charts that have been sent to storage that are needed in the clinic.
• Replaces torn charts with new covers.
• Makes up new patient charts and/or packets of information.
• Requests medical records from other facilities.
• Discusses financial accounts with patients.
• Verifies insurance eligibility and primary care physicians for patients.
• Secures referrals to other providers for HMO patients.
• Secures referrals from PCPs for HMO patients to be seen in the clinic.
• Collects and verifies proof of income in order to determine what sliding scale discount is appropriate.
• Dispenses supplies as needed.
• Notifies appropriate person when supplies are low and need to be reordered.
• Types notes and letters for physicians.
• Makes immunization cards.
• Logs mail receipts according to University policy.
• Sorts and distributes mail.
• Supervises employees.
• Checks the work of subordinates to ensure accuracy.
• Attends interviews and offers opinion of applicants.
• Trains new hires.
• Assists in conducting performance appraisals.
• Approves time off for employees.
• Acts as a backup for other Team Leaders.
• Checks some work of other Team Leaders to ensure complete accuracy.
• Helps other Team Leaders diffuse difficult situations.
• Performs various duties as needed in order to successfully fulfill the function of the position.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED