About The Position

The Patient Financial Services Representative (PFSR) is the first point of contact for patients and guarantors in a hospital, ambulatory, or medical office setting. The representative gathers and verifies demographic, financial, and insurance eligibility information, answers questions, and ensures required notices and consent forms are signed. The role requires excellent communication, critical thinking, and problem-solving skills, sound judgment, and the ability to work collaboratively with minimal supervision in a stressful environment. Depending on the practice setting, duties may also include specialty authorizations, referrals, appointment and procedure scheduling, patient discharge activities, and handling patient or provider requests. For Physician Practices (MPG, MPC, and UCC), the employee must be willing to travel to other locations based on business needs; mileage reimbursement is provided.

Requirements

  • High school diploma or equivalent.
  • Excellent communication and critical thinking skills, decisive judgment, and ability to work with minimal supervision.
  • Ability to work in a stressful environment and take appropriate action.
  • Ability to work collaboratively and build relationships.
  • No prior work experience is required.

Nice To Haves

  • One year of related hospital, medical office, or customer service experience is preferred.

Responsibilities

  • Explain policies and regulatory and financial consent forms, and obtain required signatures.
  • Verify insurance benefits, obtain insurance cards, confirm active coverage, and determine the correct filing order when multiple coverages apply.
  • Obtain pre-certifications and authorizations.
  • Provide courteous, timely customer service and address patient questions and concerns; guide patients to service destinations when needed.
  • Collect patient out-of-pocket responsibility according to collection guidelines, provide estimates upon request, and prepare and balance a daily deposit of collections.
  • Schedule walk-in appointments for services when applicable.
  • Confirm physician and prescription orders for accuracy when applicable.
  • Interview patients and guarantors at a workstation or bedside to gather required information, including copies of identification cards.
  • Perform patient discharge functions when applicable, including reviewing the after-visit summary, scheduling future appointments, and making referrals.
  • For specialty practices, obtain specialty authorizations, handle authorization denials and peer-to-peer processes, schedule appointments and procedures, handle incoming calls and physician or hospital back-line calls, and obtain and confirm referrals.
  • For hospital settings, place patient identification bands after validating identity, obtain signatures on hospital-specific regulatory forms, obtain authorizations for walk-in appointments, and determine when financial assistance is needed.
  • For Memorial Primary Care, support MIH-MPC program referrals, payment collection, and eligibility scheduling; process referral work queues and same-day access requests; coordinate real-time patient requests with the Patient Access Center; and address prescription refill and patient advice requests through MyChart and provider scheduling templates.
  • Travel to other Physician Practice locations as required by business needs.

Benefits

  • Mileage reimbursement is provided for required travel to other Physician Practice locations.
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