Patient Representative

Methodist Health System•Richardson, TX

38d•Onsite

About The Position

The Patient Representative is responsible for greeting, instructing, and scheduling patients. This role involves registering patients into the computer system, determining their insurance benefits, and serving as a liaison between patients and clinical support staff. The position requires maintaining strict confidentiality, ensuring a prompt and courteous patient experience, and managing the check-in process by verifying and updating demographic and insurance information. The Patient Representative also assists patients with ambulatory difficulties, follows office scheduling policies, collects payments, and enters charges into the computer system. For new patients, this role involves registering them and verifying all contact and insurance details. Additionally, the Patient Representative answers and screens telephone calls, takes messages, and conveys information to the appropriate parties, demonstrating proficiency with medical office technology systems. Maintaining a neat and orderly work and reception area is also a key responsibility. The role involves advising the Practice Manager of front office issues and assisting in problem-solving, as well as attending scheduled educational and staff meetings. A daily balance of charges and receipts is to be determined and input as assigned by the Office Manager. The position requires adherence to established policies and procedures, OSHA Regulations, and the ability to work collaboratively with other staff members to foster a team approach, support clinic efficiency, and maintain cohesion.

Requirements

Proficiency with medical office technology systems.
Knowledge of front office procedures and medical terminology.
Excellent grammar and spelling skills.
Knowledge in operation of medical office technology systems.
Skill in greeting patients and answering the telephone in a pleasant and helpful manner.
Ability to speak clearly and concisely.
Ability to read, understand, and follow oral and written instruction.
Ability to sort and file materials correctly by alphabetic or numeric systems.
Ability to establish and maintain effective working relationships with patients, employees, and the public.
Strong communication skills with consistent incorporation of judgement and discretion.
Previous typing or data entry at 40 wpm experience.

Nice To Haves

Working knowledge of medical terminology and coding preferred.
Previous two years in a front office using medical management software preferred.

Responsibilities

Maintains strictest confidentiality.
Greets patients in a prompt, courteous and helpful manner.
Checks-in patients, verifies and updates demographic and insurance information to the medical record.
Assists patients with ambulatory difficulties.
Follows office scheduling policies.
Collects payments and enters charges into computer system.
Registers new patients into computer system and verifies all patients’ addresses, telephone numbers and insurance information.
Answers telephone, screens calls, takes messages, and conveys information to appropriate parties.
Maintains work area and reception area in neat and orderly manner.
Advises Practice Manager of problems and concerns in the Front Office and helps in problem solving.
Attends educational and staff meetings as scheduled.
Determine and input daily balance of charges and receipts as assigned by the Office Manager.
Follows established policies and procedures; adheres to OSHA Regulations.
Must be able to work with other staff members to foster a team approach to the highest quality of patient care and staff cooperation.
Must be able to support the clinic efficiency and cohesion.