Patient Representative

Cabarrus Rowan Community Health Centers•Charlotte, NC

15d•Onsite

About The Position

Under the direct supervision of the Site Coordinator, the Patient Representative is responsible for timely and accurate recording of patient demographics, insurance information, patient charges, and payments. The position facilitates patient entry into Cabarrus Rowan Community Health Centers (CRCHC), including greeting patients, answering phone calls, and scheduling appointments. This role provides customer service and supports patient registration, appointment scheduling, payment collection, claims, and patient flow. It maintains accurate records in the electronic medical record (EMR), follows clinical and scheduling protocols, protects confidential health information, and contributes to a safe and healthy care environment. The representative may work early or night clinic hours and weekends as needed, travel to other CRCHC locations for coverage, and provide translation services upon management request.

Requirements

Ability to read, write, and comprehend English.
Effective communication skills.
Ability to sit and stand for long periods.
Ability to maintain confidentiality of records and communicate with personnel at all levels.
One year or less of clerical experience in an office setting.
Excellent organizational, problem-solving, and critical-thinking skills.
Strong basic computer skills.
Ability to work collaboratively in a team environment.
High school diploma or GED.

Nice To Haves

Bilingual in Spanish and English.
Associate degree.

Responsibilities

Provide high-quality customer service to patients, staff, board members, providers, and vendors.
Understand and communicate the chain of command and direct supervisor information.
Report on time, review the schedule, and organize patient flow.
Obtain payment information and create claims for reimbursement submission.
Understand required screening forms for UDS and other quality improvement activities.
Maintain accurate documentation and registration updates in the EMR according to procedures.
Follow scheduling protocols for medical, behavioral health, psychiatric, dental, and ambulatory procedure appointments.
Follow clinical protocols to assist patients with appointments and reroute them to triage when necessary.
Under adequate supervision, explain the sliding scale program to patients and accurately process applications.
Under adequate supervision, compose messages to providers and staff regarding patient communications.
Accurately perform patient registration duties, including medical and dental registration, referral information, and insurance verification.
Enter patient registration information accurately into the EMR system.
Understand HIPAA, patient demographic information, and benefits information.
Maintain a safe, secure, and healthy work environment by following and enforcing established policies and procedures while providing compassionate care.
Maintain patient confidentiality and protect confidential health information.
Participate in mandatory in-services and drills, attend staff meetings, and complete other training, including professional development training.
Follow the organization's infection control guidelines.
Work early or night clinic hours and weekends as needed.
Travel to other CRCHC locations to provide coverage as needed.
Provide translation services upon management request.
Perform other duties as assigned.