About The Position

The Patient Service Representative performs patient- and customer-service activities in a physician practice and contributes to a team-based approach to care. Depending on the role and assigned responsibilities, team members coordinate patient care, support patients and their families or caregivers with self-management, self-efficacy, and behavior change, and help manage the practice’s patient population. The position participates in quality improvement and performance evaluation processes. The role performs office functions such as computer data entry, word processing, filing, record keeping, reception, and telephone coverage. Medical records duties include appropriately filing documents, maintaining the file room, copying charts, and faxing or mailing records as directed. The representative may enter laboratory or radiology orders into Invision during busy periods, sort and distribute mail, cross-cover similar positions, and perform other assigned duties. The position also handles IDX/Invision patient registration, including obtaining referrals, pre-certifications, and records for new patients. The role is based in a typical office setting and may involve stressful situations. It requires flexibility, strong communication skills, and the ability to relate sensitively to people from a broad socioeconomic mix.

Requirements

  • High school graduate or equivalent.
  • Able to work well with others.
  • Poised, courteous, and personable, with a good telephone voice and the ability to meet the public.
  • Excellent oral and written communication skills.
  • Able to relate well to people from a broad socioeconomic mix and show sensitivity to the department’s delicate nature.
  • Able to work in a typical office setting, including some stressful situations, and demonstrate personal flexibility.
  • Able to perform moderate sitting, stooping, bending, and work at a word-processing screen.

Nice To Haves

  • College courses in business, English, and general office management, or an equivalent combination of education and experience.
  • Two years of reception or general clerical experience.
  • Prior IDX/Invision training.

Responsibilities

  • Perform patient- and customer-service activities within the department.
  • Coordinate patient care according to assigned role and responsibilities.
  • Support patients, families, and caregivers with self-management, self-efficacy, and behavior change, as assigned.
  • Help manage the practice’s patient population, as assigned.
  • Participate in the practice’s quality improvement process and performance evaluation.
  • Perform computer data entry, word processing, filing, record keeping, reception, and other office functions.
  • Cross-cover for other similar positions.
  • File medical records documents appropriately and perform general file-room maintenance.
  • Copy charts and fax or mail medical records as directed.
  • Answer the department phone.
  • Enter laboratory and/or radiology orders into Invision during busy periods.
  • Sort and distribute mail and perform other duties as assigned.
  • Complete IDX/Invision patient registration, including obtaining referrals, pre-certifications, and records for new patients.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service