Patient Representative

Methodist Health System • Dallas, TX

4d • Onsite

About The Position

The Patient Representative is responsible for greeting, instructing, and scheduling patients, registering them into the computer system, and determining their insurance benefits. This role serves as a liaison between the patient and clinical support staff. The Patient Representative must maintain strict confidentiality, greet patients courteously, check-in patients, verify and update demographic and insurance information, assist patients with ambulatory difficulties, follow office scheduling policies, and collect payments and enter charges into the computer system. They will also register new patients, answer the telephone, screen calls, take messages, and convey information to appropriate parties. Maintaining a neat and orderly work and reception area, advising the Practice Manager of front office issues, and attending educational and staff meetings are also key responsibilities. The role requires determining and inputting the daily balance of charges and receipts, following established policies and procedures, adhering to OSHA Regulations, and working collaboratively with other staff members to foster a team approach for high-quality patient care and clinic efficiency.

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.
• High school education or equivalent
• 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.

Benefits

• medical, dental, and vision insurance
• a matched retirement plan
• an employee wellness program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED