Patient Services Representative - Primary Care - Boeing Clinic

Roper St. Francis Healthcare • Charleston, SC

2d

About The Position

The Patient Services Representative serves as the first point of contact for patients and the community at a physician practice. The role processes patient registrations, verifies demographic and insurance information, schedules appointments, transcribes orders, explains financial options, updates medical records, and provides customer service. The representative may occasionally cover other physician practice locations as needed.

The position supports patient flow and practice operations by handling calls, processing patients at appointments, collecting payments, reconciling the cash drawer, arranging referrals and follow-up services, and helping secure authorizations and pre-certifications. It also maintains patient charts and records, verifies prescription benefits, and refers patients to financial counselors when needed. The role requires universal precautions and use of applicable personal protective equipment and infection-control policies.

Requirements

• High school diploma or GED.
• Basic knowledge of Microsoft Office products, typing, and computer skills, including typing at 40+ WPM.
• Basic math skills.
• Excellent communication and interpersonal skills.
• Ability to engage with staff and patients in a professional manner.
• Problem-solving skills.
• Ability to provide care appropriate to the age and developmental needs of patients served, although the posting marks patient population as not applicable to this position.

Nice To Haves

• Prior experience in patient registration or healthcare.
• Knowledge of medical terminology and ICD-9 coding.

Responsibilities

• Serve as the primary point of contact between patients and physician practices.
• Greet patients and community members respectfully and provide excellent customer service.
• Answer and route internal and external calls; schedule patients and enter scheduling information accurately and promptly.
• Process patients as they arrive for appointments.
• Troubleshoot and promptly resolve problems to maintain patient flow, and immediately inform the supervisor of department or patient issues.
• Process admission paperwork and verify insurance and patient demographic information; correct registration errors as needed.
• Record lobby wait-time indicators.
• Calculate patient liabilities and collect and process payments.
• Reconcile the cash drawer at the close of the day.
• Enter charges for external services, such as nursing homes, as needed.
• Schedule or assist with scheduling, rescheduling, or canceling referrals, follow-up appointments, and other patient services.
• Help patients use online scheduling and MyChart as needed.
• Help patients obtain referrals for follow-up services and record referrals in the tracking tool.
• Obtain or assist in obtaining authorizations and pre-certifications for procedures scheduled through the physician practice, when applicable.
• Pull, file, maintain, and route patient charts and information according to office policy.
• Verify prescription benefits in the electronic health record according to protocol.
• Refer patients to financial counselors when additional counseling or payment arrangements are needed, and complete accounts in revenue cycle software.
• Occasionally cover other physician practice locations as needed.
• Follow universal precautions, use personal protective equipment and devices, and learn and follow infection-control policies.

Benefits

• Competitive pay, incentives, referral bonuses, and 403(b) with employer contributions when eligible.
• Medical, dental, vision, and prescription coverage; HSA/FSA options; life insurance; mental health resources; and discounts.
• Paid time off, parental and FMLA leave, and short- and long-term disability.
• Tuition assistance, professional development, and continuing education support.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED