Patient Services Representative II

Sutter Health•San Francisco, CA

About The Position

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, updates electronic health records, facilitates intake procedures, completes healthcare and insurance forms, and collects payments for services. Through competent job performance and effective communication, the representative builds patient and provider cooperation while following organizational and regulatory requirements to protect privacy and safety. The position may also involve specific departmental tasks and orienting other staff. This is a regular, non-exempt, full-time position working 40 hours per week on a day schedule, Monday through Friday, with no weekend requirements. The listed pay range is $32.16 to $45.02 per hour; compensation may vary based on location and other factors. Eligible positions include a comprehensive benefits package.

Requirements

  • High school diploma or equivalent education/experience; equivalent experience may be accepted in lieu of 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 for working with team members, supervisors, patients, and other hospital personnel.
  • Well-developed 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, including Word, Excel, and Outlook.
  • Ability to work independently and as part of a team, accomplish multiple tasks amid interruptions, and identify and resolve standard problems using established options.
  • Ability to maintain patient privacy and build collaborative relationships with peers and other staff.

Responsibilities

  • Check in patients and ensure all necessary authorizations are obtained before visits.
  • Obtain patients’ medical history and insurance information and complete forms for processing.
  • Communicate clearly and professionally with patients to reduce confusion and expedite processes.
  • Complete routine and priority tasks within established departmental time frames.
  • Perform general clerical tasks, including answering phones and greeting customers and patients.
  • Prepare accurate job-related documentation and collect, update, and maintain patient medical and insurance information.
  • Maintain a clean, neat, and safe work environment, including organizing files and keeping desks free of loose papers and clutter.
  • Comply with department standards, policies, procedures, and applicable local, state, and federal regulations.
  • Protect patient protected health information (PHI) from accidental, intentional, or inappropriate disclosure.
  • May perform specific departmental tasks and orient other staff.

Benefits

  • Eligible positions include a comprehensive benefits package.
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