Patient Service Representative

Summit Health CityMD•Greenwich, CT

About The Position

The Patient Service Representative welcomes visitors, patients, and families, supports the patient registration and appointment process, and provides courteous, accurate service. The role handles phones and messages, keeps patient records current, processes payments and insurance information, and coordinates appointments, diagnostic tests, procedures, referrals, and pre-authorizations in accordance with departmental workflows. The representative also performs general clerical duties, follows downtime procedures, and may cover other staff or office locations as needed.

Requirements

  • High school diploma or GED required.
  • Ability to communicate in English, orally and in writing.
  • Excellent customer service skills.
  • Ability to organize and perform multiple tasks in a timely manner.
  • Basic proficiency in computer use.
  • Ability to commute to satellite offices as needed.
  • Ability to perform the physical demands of the job, including pushing and pulling, lifting, moving between locations, hand and finger dexterity, balancing while climbing, bending or reaching, and sustained typing, standing, bending, or walking.
  • Ability to work in an environment with potential exposure to listed environmental risks and infectious hazards, including contact with patients or patient specimens.

Nice To Haves

  • Associate degree preferred.
  • Previous Patient Service Representative experience preferred.
  • Knowledge of medical office practices and terminology preferred.
  • Previous experience with standard office technology in a Windows-based environment preferred.
  • Experience with EHR, Practice Management System, and Departmental/Ancillary Systems preferred.

Responsibilities

  • Greet visitors, patients, and families professionally and direct them appropriately.
  • Maintain efficient patient flow through registration and provide excellent customer service.
  • Answer and direct telephone calls, take accurate messages, and use appropriate telephone etiquette.
  • Inform patients of physician schedule delays and assist with their comfort while they wait.
  • Post self-pay charges, collect payments, provide receipts, reconcile daily payments, and reconcile billing slips with the daily schedule.
  • Open and close batches, reconcile collections, prepare deposits, and document corrections.
  • Scan insurance cards, process insurance verifications using the online system, and update patient accounts, including demographics, insurance, HIPAA forms, and financial waivers.
  • Schedule appointments according to department guidelines, use waitlists when applicable, confirm future appointments as needed, and review eligibility and phone reports.
  • Schedule and enter orders for diagnostic tests and procedures according to established workflows.
  • Coordinate with Patient Care Resources and clinical staff to ensure timely pre-authorizations.
  • Complete referrals according to departmental guidelines and enter them into the appropriate system.
  • Promptly and appropriately communicate problems, concerns, or issues to the Office Supervisor or Manager.
  • Perform clerical tasks such as faxing, photocopying, scanning, filing, and mailing.
  • Demonstrate flexibility with work schedules, cover for other staff when requested, and travel to other office locations as needed.
  • Follow downtime procedures and perform other duties as required.

Benefits

  • Medical coverage
  • Dental coverage
  • Life insurance
  • Disability coverage
  • Vision coverage
  • Flexible Spending Account (FSA)
  • 401(k) savings plan
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