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, ensuring a smooth and efficient front office operation. The position requires maintaining strict confidentiality, handling patient check-ins, verifying and updating information, collecting payments, and managing the reception area. The Patient Representative must also be proficient with medical office technology, assist with problem-solving in the front office, and attend educational meetings. Adherence to established policies, procedures, and OSHA regulations is mandatory, along with fostering a team approach to patient care and clinic efficiency.

Requirements

• 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. Proficiency with medical office technology systems.
• 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