Patient Service Representative I

Solaris Health Holdings LLC•Lecanto, FL

12d

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 activities, including answering phones, greeting patients and visitors, and scheduling appointments. It guides patients through intake and checkout, including registration, scanning and filing medical records, and collecting copayments, deductibles, and outstanding balances. The representative follows procedures for identifying patient records and verifying insurance information to support a seamless experience between clerical and clinical staff. The role also supports accurate and complete medical records, protects patient confidentiality, maintains front desk supplies and organization, and follows applicable compliance and accreditation requirements. Other position-related duties may be assigned.

Requirements

High school diploma or equivalent required.
At least 1 year of customer service experience required (minimum stated range: 1–3 years).
Ability to use computer programs and applications, including Microsoft Office.
Knowledge of healthcare systems operations and experience navigating electronic medical records.
Ability to answer multiple incoming telephone calls.
Excellent organizational and multitasking abilities, including performing 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 maintain financial records and perform mathematical tasks.
Knowledge of medical terminology.
Excellent verbal and written communication skills.
Proficient interpersonal 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 coursework preferred.
Experience in a medical office preferred, specifically in urology.
Basic knowledge and understanding of CPT procedure coding and ICD-10 diagnostic coding preferred.

Responsibilities

Welcomes and greets patients and visitors in person and by phone.
Keeps the front desk area clean and organized.
Registers new patients and updates existing patient demographic information, including personal and financial details.
Collects copayments and outstanding patient balances.
Obtains referrals and authorizations when required.
Scans faxes, consents, reports, and other patient information into patient charts.
Generates daily batch transmittal reports.
Facilitates patient flow by notifying providers or medical staff of arrivals, monitoring delays, and communicating with patients and clinical staff.
Schedules follow-up services and office visits.
Responds courteously to inquiries from patients, prospective patients, and visitors.
Maintains office supplies and equipment by anticipating inventory needs, placing orders, and monitoring equipment.
Protects patient confidentiality and secures protected health information, including by logging off unattended computers.
Ensures proper handoff of responsibilities when tasks are completed.
Meets attendance expectations and begins assigned or confirmed shifts promptly.
Demonstrates respect for the organization’s commitment to cultural diversity through behavior, language, and actions.
Uses time and resources effectively.
Ensures medical records are accurate and complete.
Performs other position-related duties as assigned.
Adheres to and supports assigned compliance and accreditation efforts, including OSHA, HIPAA, and CMS Parts C and D general compliance and Fraud, Waste & Abuse guidelines.
Complies with HR confidentiality standards.