About The Position

The Patient Service Representative (PSR) performs daily administrative and financial tasks for an orthopedic clinic. Responsibilities include preparing billing paperwork for Clinic Financial Services, maintaining accurate patient demographic and insurance information in the practice management system, and scanning insurance cards. The PSR verifies insurance eligibility for patients scheduled the next day, schedules appointments across multiple schedules, prepares medical record charts, and makes appointment reminder calls. At check-in, the PSR collects co-pays, deductibles, and outstanding balances; balances an assigned cash box and daily balancing report; prepares the end-of-day bank deposit; and sends required documentation to Clinic Financial Services. Designated PSRs also enter and verify incoming and outgoing referrals and authorizations in the practice management system. Additional projects or tasks may be assigned by the clinic coordinator.

Requirements

  • High school diploma or GED.
  • 1–3 years of experience preferred.

Nice To Haves

  • 1–3 years of experience.

Responsibilities

  • Prepare billing paperwork for Clinic Financial Services.
  • Update patient demographics and insurance information accurately in the practice management system.
  • Scan insurance cards and ensure data is accurate for the billing department.
  • Verify insurance eligibility for next-day patients online or by calling the insurance company.
  • Schedule appointments for multiple schedules.
  • Prepare medical record charts and make patient appointment reminder calls.
  • Collect insurance co-pays, deductibles, and outstanding balance payments at check-in.
  • Balance an assigned cash box and daily balancing report.
  • Prepare the end-of-day bank deposit.
  • Send documentation to Clinic Financial Services as specified.
  • For designated PSRs, verify and enter incoming and outgoing referrals and authorizations in the practice management system.
  • Complete additional projects or tasks assigned by the clinic coordinator.
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