About The Position

The Patient Service Associate performs diversified clerical functions in Registration/Information, Appointments, Patient Care modules and other general areas such as Cashiering and Medical Records. Duties may vary depending upon the needs of the work site. They maintain the security and confidentiality of patient information at all times.

Requirements

  • HS Diploma Required
  • 2+ years relevant experience.
  • Strong customer service and communication skills.
  • Proficient in MS Excel, Word, and Outlook.
  • Familiarity or prior experience with office setting
  • Prior customer service experience
  • Must be articulate with good interpersonal skills.
  • Must have knowledge of computer keyboard able to type a minimum of 20 words per minute.
  • Must be able to accurately enter data
  • Willingness to devote the time required completing assigned tasks on schedule.

Nice To Haves

  • Patient Relations experience
  • Qualified candidates must be able to effectively communicate with all levels of the organization.
  • Required Bilingual Spanish/Pediatrics

Responsibilities

  • Greets all patients, family or other related individuals while maintaining excellent customer service and professionalism at all times
  • Schedules appointments, including virtual visits, and procedures that do not require/or have already been pre-authorized.
  • Monitors the daily schedule.
  • Refers all inquiries regarding pre-authorizations/certifications to the Senior Patient Service Associate.
  • Responsible for patient check-in and check-out.
  • Translation needs & documentation.
  • Gathers all patient demographic related data and materials from patients and/or their representatives.
  • Verification of Primary Care Provider.
  • Verification of Site Indicator.
  • Obtains insurance information (ID card, member/group #s, etc.), verifies insurance eligibility electronically, takes their picture and asks them to use Patient Secure.
  • On subsequent visits, asks them to verify demographic info and makes any necessary edits.
  • Web enable all eligible patients for the patient portal.
  • Ensure patients review and sign electronic patient related documents including consent, financial agreement, HIPAA, HIE, etc.
  • Follow up with patients and/or their representatives, physician offices, etc. to gather missing data and materials in order to complete the intake process, or refers to more senior level staff.
  • Scans all necessary documents (insurance cards, lab requisitions, faxed reports, etc) into the intake EMR system.
  • Create follow up appointments or manual recall in accordance with the providers instructions
  • Create appointment for specialty services (including radiology) and ensure referrals are in place.
  • Print all necessary documents for patients to take home
  • After Visit Summary (AVS)
  • Referrals
  • Lab/Radiology forms
  • Distribute Metro Cards when appropriate and reconciles with their supervisor as requested.
  • Insurance eligibility verification at every visit
  • Collect Co-pays, Deductibles, Self-Pay fees according to self-pay rates when applicable
  • Determine eligibility for Uninsured patients for other financial programs and assist with application completion
  • Performs Cashiering tasks as assigned
  • Answer phones timely in a pleasant and professional manner including identifying the facilitys name and PSAs first name.
  • Identify the nature of the call and act appropriately.
  • Take messages as necessary.
  • Directs caller to appropriate person or area.
  • Perform outreach phone calls for: Confirmation calls for upcoming appointments, Ambulatory Referrals, Recalls for follow up care and healthcare metrics, Discharge follow up for patients seen in the hospital, Failed Appointments
  • Works in conjunction with the healthcare team, participating in site improvement efforts and accepting coverage assignments. Maintains cooperative and professional relationships with providers, nurses and office and clinical staff. Understands integral role as part of a healthcare team and is an active participant regarding patient workflow and barriers to care and safety concerns.
  • Monitor patient/referral work queues and incoming patient portal scheduling messages daily.
  • Reports problems or concerns such as patient complaints, process workflows/conflicts, need for further skill training and/or other work related matters to their supervisor.
  • Provides translation communication as needed to facilitate the patient and provider interaction.

Benefits

  • financial security benefits
  • generous time-off program
  • employee resources groups for peer support
  • holistic employee wellness program
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service