Patient Services Representative II, Family Medicine

Sutter Health•Lodi, 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, 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 provider confidence and cooperation through competent performance and effective communication, and follows applicable regulations, codes, policies, and procedures to protect privacy and safety while delivering optimal patient care. The position may also involve performing specific tasks and orienting other staff to the department. This is a 52-week limited-term, full-time position with a day shift schedule, Monday through Friday, working eight hours per shift and 40 hours per week. Weekend work is not required. The role is non-exempt and has no union affiliation. Benefits are available to eligible positions.

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 written, oral, diagram, or schedule-form data and instructions.
Written and verbal communication skills for interacting with team members, supervisors, patients, and other hospital personnel.
Well-developed time management and organizational skills, including prioritizing assignments and meeting deadlines.
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 handling multiple tasks in an environment with 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 medical facility.
Verify patient information, schedule appointments, and update the Electronic Health Record (EHR).
Facilitate intake procedures, including completion of healthcare and insurance forms and collection of service payments.
Communicate effectively with patients, families or support groups, and healthcare providers to gain confidence and cooperation.
Follow organizational and applicable local, state, and federal regulations, codes, policies, and procedures to ensure privacy and safety.
May perform specific department tasks and/or orient other staff.
Ensure the privacy of each patient’s Protected Health Information (PHI).
Prioritize assignments and meet objectives and deadlines within standardized policies and procedures.