About The Position

The Patient Financial Services Representative (PFSR) serves as the first point of contact in greeting patients and guarantors in the hospital, ambulatory or medical office setting. The PFSR engages with the patient or guarantor to obtain pertinent information and answer any questions in an effort to ensure that all required demographic, financial, and insurance eligibility information is gathered and verified. Ensures all required notices and consent forms are signed accordingly.

Requirements

  • High School Diploma or Equivalent (Required)
  • No experience required; One (1) year of related hospital, medical office, or customer service experience preferred.

Responsibilities

  • Obtains pre-certification and authorization.
  • Verifies insurance benefits including obtaining insurance card(s) and confirms coverage is active.
  • Determines correct insurance filing order, if multiple insurance coverages are effective for that service.
  • Explains policies including all regulatory and financial consent forms; secures all required signatures.
  • May perform patient discharge functions including, but not limited to, review of after visit summary (AVS), future appointment scheduling, and referrals.
  • Interviews patients and guarantors at the workstation or bedside to obtain all necessary information, including a copy of the patient or guarantor identification card.
  • May confirm physician and prescription orders ensuring accuracy.
  • May schedule walk-in appointments for services offered.
  • Collects patient out-of-pocket responsibility per collection guidelines.
  • Provides patient estimates as requested.
  • Prepares and balances a daily deposit of all payment collections.
  • Provides exceptional customer service and ensures all questions and concerns are addressed in a timely and courteous manner.
  • May guide the patient to appropriate destination for services.
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