Patient Services Representative II, Primary Care

Sutter Health•San Francisco, CA

1d•Hybrid

About The Position

The Patient Services Representative II is the first point of contact for patients entering an outpatient medical facility and answers calls for the San Francisco local Primary Care Call Center. The role greets and checks in patients, verifies information, schedules appointments, updates electronic health records, supports intake procedures, completes healthcare and insurance forms, and collects payments. The representative builds patient and provider confidence through effective communication and competent performance, while following applicable regulations and organizational policies to protect privacy and safety. The role may also involve performing specific tasks or orienting other staff. The position is full-time and onsite during approximately one to two months of initial training. After the 90-day probationary period, the schedule is onsite Monday through Thursday and work from home on Fridays, subject to change. Work is Monday through Friday, with varied eight-hour shifts between 8 AM and 5 PM; weekend work may be required as needed. The position is based in Sutter Pacific Medical Foundation – South.

Requirements

High school diploma or equivalent education or experience.
Basic knowledge of insurance policies and procedures and patient billing.
Written and verbal communication skills.
Time-management and organizational skills, including the ability to prioritize assignments and meet deadlines.
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, including handling multiple tasks in an environment with interruptions.
Ability to interpret written, oral, diagram, or schedule-based information and instructions.
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.

Nice To Haves

One year of experience in a similar environment.

Responsibilities

Answer calls in the San Francisco local Primary Care Call Center.
Greet and check in patients, verify information, schedule appointments, and update electronic health records.
Facilitate intake procedures, including completion of healthcare and insurance forms and collection of payments.
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 protect privacy and safety and support optimal patient care.
Maintain the privacy of each patient's Protected Health Information (PHI).
As applicable, perform specific departmental tasks and orient other staff.
Prioritize assignments, meet deadlines, and resolve standard problems using established options.