The Patient Services Representative II registers patients needing services and handles first-call resolutions for assigned departments. The role obtains accurate and complete demographic, financial, and medical information; transfers calls or makes appointments as appropriate; and may pre-register patients for procedures, verify insurance, and assist with referrals. It anticipates and responds to customer needs to enhance the patient experience. The position also pre-registers and schedules moderately complex procedures and coordinates multiple resources for patient services. Depending on assignment, duties may include prior authorization, incoming and outgoing referrals, good faith estimates, and payment collections. The representative engages patients throughout registration, provides customer service to patients and visitors, and assists with wayfinding and visitor flow in accordance with hospital policy and safety guidelines. The role enters registration information into the electronic health system, follows positive-identification and medical-record-number procedures, reviews and corrects demographic and insurance information, obtains required signatures and forms, and explains patient rights, privacy notices, and financial-assistance documentation. It documents insurance verification details, including deductibles, copayments, coinsurance, and policy limitations, and obtains and records referral, authorization, and pre-certification information when needed. Additional duties include handling inbound and outbound calls, reminding patients about appointments, relaying instructions, asking follow-up care questions, canceling and rescheduling appointments, helping initiate referrals, organizing and following up on patient-care paperwork, scheduling appointments and communicating instructions, and performing administrative support tasks such as opening, sorting, and distributing mail and correspondence.
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Career Level
Mid Level
Education Level
High school or GED