Patient Service Representative I

Solaris Health Holdings LLC•Leesburg, FL

About The Position

The Patient Service Representative I provides exemplary customer service and supports a positive patient experience by phone and in person. The role coordinates clerical tasks, including answering phones, greeting patients and visitors, scheduling appointments, and guiding patients through intake and checkout. Duties include patient registration, maintaining and scanning medical records, collecting co-payments, deductibles, and outstanding balances, and verifying insurance information. The representative follows procedures to support a seamless patient experience between clerical and clinical staff. The position also supports patient flow, appointment follow-up, office supply and equipment readiness, accurate records, confidentiality, and compliance with applicable policies and guidelines. Other position-related duties may be assigned.

Requirements

High school diploma or equivalent required.
Minimum of 1–3 years of customer service experience required.
Ability to use computer programs and applications, including Microsoft Office.
Knowledge of healthcare systems operations and experience navigating EMRs.
Ability to answer multiple incoming telephone calls.
Excellent organizational skills, multitasking ability, 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 understand 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.
Medical office experience preferred, specifically in urology.
Basic knowledge and understanding of CPT procedure coding and ICD-10 diagnostic coding preferred.

Responsibilities

Welcome and greet patients and visitors in person or by phone.
Keep the front desk area clean and organized.
Register new patients and update existing patient demographics, including collecting personal and financial information and insurance cards.
Collect outstanding patient balances.
Obtain referrals and authorizations when required.
Scan incoming 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 patient 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 office supplies and equipment by anticipating inventory needs, placing orders, and monitoring equipment.
Protect patient confidentiality and secure protected health information, including avoiding visible PHI and logging off unattended computers.
Ensure appropriate handoff of responsibilities when tasks are completed.
Meet attendance expectations and start work promptly for assigned or confirmed shifts.
Demonstrate respect for 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.
Support compliance and accreditation efforts, including applicable OSHA, HIPAA, and CMS General Compliance and Fraud, Waste & Abuse guidelines.
Comply with HR confidentiality standards.