Patient Representative

Cabarrus Rowan Community Health Centers•Concord, NC

3d•Onsite

About The Position

The Patient Representative I works under the direct supervision of the Site Coordinator and is responsible for timely, accurate recording of patient demographics, insurance information, charges, and payments. The role facilitates patients’ entry into Cabarrus Rowan Community Health Centers (CRCHC) by greeting clients, answering phone calls, scheduling appointments, and supporting patient flow and registration. The position requires strong customer service, communication, organization, problem-solving, and basic computer skills. The Patient Representative maintains accurate records in the electronic medical record (EMR), follows scheduling and clinical protocols, protects confidential patient information, and supports a safe and healthy work environment. The role may require work at other CRCHC locations, early or night clinics, and weekends as needed. Translation services are expected upon request from management.

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 maintain confidentiality and 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.
Know 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.
Know required screening forms for UDS and other quality improvement activities.
Maintain accurate documentation and registration updates in the EMR according to documentation procedures.
Follow scheduling protocols for medical, behavioral health, psychiatric, dental, and ambulatory procedure appointments.
Follow clinical protocols to assist patients with appointments and route patients 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, dental, referral, and insurance verification information.
Accurately enter patient registration information into the EMR system.
Know HIPAA requirements and patient demographic and benefits information.
Maintain a safe, secure, and healthy work environment by following and enforcing established policies and procedures while providing compassionate care.
Protect patient confidentiality and keep protected health information secure.
Participate in mandatory in-services and drills, attend staff meetings and other trainings, and take part in regular professional development training.
Follow the organization’s infection control guidelines.
Work early or night clinic shifts 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.