Patient Service Representative I

Solaris Health Holdings LLC•The Villages, FL

55d

About The Position

The Patient Service Representative I provides customer service and ensures an exemplary patient experience by phone and in person. The role coordinates clerical tasks, including answering phones, greeting patients and visitors, and scheduling appointments in a professional and timely manner. The representative helps patients through intake and checkout, including registration, scanning and filing medical records, and collecting co-payments, deductibles, and outstanding balances. The role follows procedures for identifying patient files and verifying insurance information to support a seamless experience between clerical and clinical staff. The position also supports patient flow, maintains accurate and complete medical records, protects patient confidentiality, and helps keep office supplies and equipment ready for use. It requires customer service, organizational, communication, and computer skills, as well as familiarity with healthcare operations and electronic medical records.

Requirements

High school diploma or equivalent required.
Minimum of 1–3 years of customer service experience required.
Skill using computer programs and applications, including Microsoft Office.
Knowledge of healthcare system operations and experience navigating electronic medical records.
Ability to answer multiple incoming telephone calls.
Excellent organizational skills, ability to multitask, and ability to perform well in stressful situations.
Customer-oriented approach and ability to remain calm in difficult situations.
Ability to work independently and manage multiple deadlines.
Ability to comprehend established office routines and policies.
Ability to keep financial records and perform mathematical tasks.
Knowledge of medical terminology.
Excellent verbal and written communication skills.
Proficient interpersonal relations skills.
Basic knowledge of health insurance products, including HMO, PPO, HSA, commercial insurance, and Medicare.
Ability to navigate online health insurance portals to verify benefits.

Nice To Haves

Some college work preferred.
Experience in a medical office, specifically urology, preferred.
Basic knowledge and understanding of CPT procedure coding and ICD-10 diagnostic coding preferred.

Responsibilities

Welcome and greet patients and visitors in person and over the phone.
Keep the front desk clean and organized.
Register new patients and update existing patient demographics, collecting personal and financial information, co-payments, and insurance cards.
Collect outstanding patient balances.
Obtain referrals and authorizations when required.
Scan faxes, consents, reports, and other patient information into patient charts.
Generate daily batch transmittal reports.
Facilitate patient flow by notifying providers or medical staff of arrivals, monitoring delays, and communicating with patients and clinical staff.
Schedule follow-up services and office visits.
Respond courteously to inquiries from patients, prospective patients, and visitors.
Maintain medical office supplies and equipment by anticipating inventory needs, placing orders, and monitoring equipment.
Protect patient confidentiality and secure protected health information, including by avoiding leaving it in plain sight and logging off unattended computers.
Ensure proper handoff of responsibilities when tasks are completed.
Meet attendance criteria and begin assigned shifts promptly.
Respect and acknowledge the organization's commitment to cultural diversity through behavior, language, and actions.
Use time and resources effectively.
Ensure medical records are accurate and complete.
Perform other position-related duties as assigned.
Adhere to and support assigned compliance and accreditation efforts, including OSHA, HIPAA, and CMS guidelines for Parts C and D General Compliance and Fraud, Waste & Abuse.
Comply with HR confidentiality standards.