Patient Services Representative II, Endocrinology

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 the electronic health record, facilitates intake procedures, completes healthcare and insurance forms, and collects payments for services. The representative builds patient and provider confidence through competent performance and effective communication while complying with regulations and organizational policies to protect privacy and safety. The role may also involve specific departmental tasks and orienting other staff.

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 communicating 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, manage multiple tasks, and work in an environment with interruptions.
Ability to identify, evaluate, and resolve standard problems by selecting appropriate solutions from established options.
Ability to protect the privacy of each patient’s protected health information.
Ability to build collaborative relationships with peers and other staff members to achieve departmental and corporate objectives.

Responsibilities

Check in patients and ensure necessary authorizations are obtained before visits.
Obtain patients’ medical histories 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 duties, including answering phones and greeting patients and customers.
Prepare accurate job-related documentation and collect, update, and maintain patient medical and insurance information.
Maintain a clean, neat, and safe work environment, including organized files and uncluttered desks.
Perform job responsibilities in compliance with department standards, policies, procedures, and applicable regulations.
Protect the confidentiality of patient protected health information (PHI) from accidental, intentional, or inappropriate disclosure.
May perform specific departmental tasks and orient other staff.