Patient Service Representative (PSR) II

Southeast Medical Group•Alpharetta, GA

About The Position

The Patient Service Representative II (PSR-II) serves as a point of contact for patients and supports patient access and administrative operations. The role includes greeting and checking in and out patients, scheduling appointments, collecting and balancing payments, managing records, and facilitating communication between patients and healthcare providers. PSR-II staff also assist with training and evaluating new hires, support other PSRs and providers, assist the PSR-Team Lead as directed, and resolve issues of moderate complexity. The position may require travel to multiple locations to support business needs.

Requirements

  • High school graduate or GED.
  • One year of related work experience, including data entry.
  • Working knowledge of medical office procedures and medical terminology.
  • Ability to accurately sort and file materials using alphabetic or numeric systems.
  • Effective communication and customer service skills, including AIDET.
  • Successful initial competency assessment following rotational training.
  • Excellent interpersonal skills.
  • Ability to communicate clearly and effectively with patients and other external parties in a courteous and friendly manner.
  • Detail-oriented and highly organized.
  • Firm grasp of administrative processes and organizational policies.
  • Knowledge of patient care and examination procedures.
  • Ability to maintain confidentiality at all times.
  • Microsoft Office Suite skills.
  • Proficient in patient check-in, check-out, and referral processes.
  • Ability to lift up to 50 pounds and push or pull heavy objects using up to 50 pounds of force.
  • Ability to sit and stand for extended periods.
  • Fine motor skills to operate office equipment and/or machinery.
  • Ability to receive and comprehend instructions verbally and/or in writing.
  • Ability to use logical reasoning for simple and complex problem solving.
  • Ability to travel to multiple locations as required to support business needs.

Nice To Haves

  • ICD-10 and CPT experience preferred.

Responsibilities

  • Greet patients and manage the stated 20-minute wait time.
  • Assist patients with intake, including copying required documents.
  • Collect co-payments, co-insurance, and deductibles, and issue receipts.
  • Manage the cashier box and daily deposits according to company policies.
  • Process walk-in patients and visitors.
  • Answer phones and schedule appointments, with special attention to physician-requested return visits.
  • Schedule referrals as indicated.
  • Assist with patient outreach, such as next-day reminders and AWV support.
  • Maintain medical records, including filing and scanning records and preparing them for the schedule.
  • Ensure correspondence is scanned and/or filed in a timely manner.
  • Perform all responsibilities of a PSR-I.
  • Assist in training and evaluating new hires and training new PSRs.
  • Assist other PSRs and providers as needed.
  • Assist the PSR-Team Lead as directed.
  • Resolve issues of moderate complexity.
  • Perform other related duties as assigned.
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