Patient Services Representative II, Family Medicine

Sutter Health•Lodi, CA

About The Position

This is a 52-week limited-term position in Family Medicine with Sutter Gould Medical Foundation. The Patient Services Representative II serves as the first point of contact for patients entering an outpatient medical facility. The role greets and checks in patients, verifies information, schedules appointments, and updates the electronic health record (EHR). It facilitates intake procedures, including completing healthcare and insurance forms and collecting payments for services. The representative builds patient and family cooperation through competent performance and effective communication, and follows applicable regulations, codes, policies, and procedures to protect privacy and safety while supporting optimal patient care. The role may also perform specific departmental tasks and/or orient other staff. The position is full-time, non-exempt, and scheduled for 40 hours per week on weekdays during day-shift hours. Benefits are available to eligible positions.

Requirements

High school diploma or equivalent education/experience; equivalent experience may substitute for the required degree or diploma.
One year of recent relevant experience.
Basic knowledge of insurance policies and procedures and patient billing.
Ability to interpret data and instructions presented in written, oral, diagram, or schedule form.
Written and verbal communication skills.
Time-management and organizational skills, including prioritizing assignments and meeting deadlines within standardized policies and procedures.
General knowledge of computer applications, such as Microsoft Office Suite (Word, Excel, and Outlook).
Ability to work independently and as part of a team, including managing multiple tasks amid interruptions.
Ability to identify, evaluate, and resolve standard problems by selecting appropriate solutions from established options.
Ability to build collaborative relationships with peers and other staff members.

Responsibilities

Greet and check in patients entering the outpatient medical facility.
Verify patient information, schedule appointments, and update the electronic health record.
Facilitate intake procedures, including completion of healthcare and insurance forms.
Collect payments for services.
Communicate effectively with patients, their families or support groups, healthcare providers, team members, supervisors, and other hospital personnel.
Follow organizational and applicable local, state, and federal regulations, codes, policies, and procedures to ensure patient privacy and safety.
Protect the privacy of each patient's Protected Health Information (PHI).
May perform specific tasks and/or orient other staff in the department.