The Patient Service Representative (PSR) is responsible for creating the initial electronic health record, which serves as the foundation for patient medical records used by the entire healthcare team. This role is crucial for preventing duplicate medical records, which can lead to treatment safety issues and billing problems. The PSR must ensure patient safety by positively identifying patients prior to care delivery, adhering to the mandates of the organization’s accrediting bodies. Key duties include checking in and registering patients, obtaining and verifying demographic, guarantor, and insurance information, and collecting co-pays and other patient financial responsibilities. Accurate registration information is vital for timely payment and preventing billing issues. The PSR must maintain strict confidentiality of patient information in accordance with HIPAA. They need a solid understanding of insurance basics, including commercial and government plans, and knowledge of which plans Advocate Health contracts with. Financial discussions with patients, including when to refer them to Financial Advocates, are also part of the role. The PSR must be knowledgeable about various government regulations and forms, such as HIPAA, EMTALA, Consent for Treatment, Patient Rights and Responsibilities, Important Message from Medicare (IMM), Medicare Outpatient Observation Notice (MOON), Notice of Privacy Practices, Medicare Secondary Payer Questionnaire (MSPQ), and Advanced Beneficiary Notice (ABN), ensuring patient or guarantor signatures are obtained as required. The role may also involve scheduling patient appointments (including virtual and procedural), coordinating cancellations, reschedules, wait list requests, and recall requests. Additionally, the PSR may provide detailed information about test preparations, arrival times, medication/food/beverage guidelines, check-in procedures, and directions. They may also perform visit closure, including checking out patients, scheduling follow-up appointments, and providing after-visit summaries. Educating and supporting patients with the patient portal/app is another potential responsibility. The PSR is expected to create a welcoming and professional environment through exceptional customer service, greeting patients and visitors, responding to inquiries, answering and screening telephone calls, and taking messages. Maintaining excellent public relations and collaborating effectively with others for efficient information flow are essential. Proactive communication of customer service issues and process improvement opportunities to management is expected. Assistance to patients may include arranging transportation, providing directions, locating wheelchairs, and coordinating interpreter services. The role may also involve e-scanning documents to Health Information Management (HIM), managing faxes, addressing electronic health record in-basket messages, and following directions from the clinical team for emergent needs. Monitoring and working assigned electronic health record work queues according to department processes is required. The PSR may also assist department leadership with orientation and training.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED