PATIENT REPRESENTATIVE

Methodist Health System•Allen, TX

About The Position

The Patient Representative greets, instructs, and schedules patients; registers patients in the computer system; determines insurance benefits; and serves as a liaison between patients and clinical support staff. The role reports directly to the Office Manager and does not supervise others. It is based in a patient care facility and involves front-office, desk, and counter work with frequent contact with patients, employees, and outside agencies. The position follows established policies and procedures, adheres to OSHA regulations, and works collaboratively with other staff to support patient care, clinic efficiency, and staff cooperation. Patient contact may include interacting with people who are angry or upset.

Requirements

High school education or equivalent.
Strong communication skills, with consistent use of judgment and discretion.
Previous typing or data-entry experience at 40 words per minute.
Knowledge of front-office procedures and medical terminology.
Excellent grammar and spelling skills.
Knowledge of medical office technology systems.
Ability to greet patients and answer telephone calls in a pleasant and helpful manner.
Ability to speak clearly and concisely and to understand and follow oral and written instructions.
Ability to sort and file materials correctly using alphabetic or numeric systems.
Ability to establish and maintain effective working relationships with patients, employees, and the public.
Physical ability to move frequently and/or sit for extended periods, bend and stoop, and occasionally lift boxes of paper weighing up to 50 pounds.
Manual dexterity to operate office technology; eyesight correctable to 20/20 for reading numbers, policies, and computer terminals; and hearing within normal range for telephone use.

Nice To Haves

Working knowledge of medical terminology and coding.
Two years of front-office experience using medical management software.

Responsibilities

Maintain strict confidentiality.
Greet patients promptly, courteously, and helpfully.
Check in patients and verify and update demographic and insurance information in medical records.
Assist patients with ambulatory difficulties and follow office scheduling policies.
Collect payments and enter charges into the computer system.
Register new patients and verify patients’ addresses, telephone numbers, and insurance information.
Answer and screen telephone calls, take messages, and convey information to appropriate parties.
Maintain a neat and orderly work and reception area.
Advise the Practice Manager of front-office problems and concerns and assist with problem solving.
Attend educational and staff meetings as scheduled.
Determine and input the daily balance of charges and receipts as assigned by the Office Manager.
Follow established policies and procedures and adhere to OSHA regulations.
Work cooperatively with staff to support high-quality patient care, clinic efficiency, and staff cohesion.