About The Position

The Patient Financial Services Representative serves as the first point of contact for patients and guarantors in hospital, ambulatory, or medical office settings. The representative gathers and verifies demographic, financial, and insurance eligibility information, answers questions, and ensures required notices and consent forms are completed and signed. The position may also include patient discharge support, appointment scheduling, payment collection, insurance verification, authorizations, referrals, and customer service. Duties vary by practice setting. Physician practice staff may need 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 the ability to work with minimal supervision.
  • Ability to work in a stressful environment and take appropriate action.
  • Ability to work collaboratively and build relationships.
  • For Physician Practices (MPG, MPC, and UCC), willingness to travel to other locations based on business needs.

Nice To Haves

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

Responsibilities

  • Interview patients and guarantors at a workstation or bedside to obtain required information, including identification.
  • Perform patient discharge functions as needed, including reviewing the after-visit summary, scheduling future appointments, and arranging referrals.
  • Confirm physician and prescription orders for accuracy, as needed.
  • Schedule walk-in appointments for offered services.
  • Collect patient out-of-pocket responsibility according to collection guidelines, provide estimates upon request, and prepare and balance daily payment deposits.
  • Provide courteous customer service, address questions and concerns in a timely manner, and guide patients to the appropriate service destination.
  • Verify insurance benefits, obtain insurance cards, confirm active coverage, and determine the correct filing order for multiple coverages.
  • Obtain pre-certifications and authorizations.
  • Explain policies and regulatory and financial consent forms, and secure required signatures.
  • In specialty practices, obtain specialty authorizations, manage authorization denials and peer-to-peer processes, schedule appointments and procedures, handle incoming and back-line calls, and obtain and confirm referrals.
  • In hospital settings, place patient identification bands after identity validation, obtain hospital-specific regulatory signatures, authorize walk-in appointments, and identify when financial assistance is needed.
  • In primary care, support patient referrals, payment collection, eligibility scheduling, referral work queues, same-day access requests, real-time patient requests, prescription refill and patient advice requests through MyChart, and provider scheduling templates.

Benefits

  • Mileage reimbursement for travel to other locations when required for Physician Practices.
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