Patient Services Representative

NorthLakes Community Clinic•Lakewood, WI
•$20•Onsite

About The Position

The Patient Services Representative (PSR) helps patients navigate NorthLakes Community Clinic services by identifying and removing barriers and connecting patients with appropriate resources and services that support their health and wellness. The role creates a welcoming clinic experience, supports front-desk operations, and guides patients through the clinic’s service processes. Candidates must reside within NorthLakes’ service area when hired and maintain that residency throughout employment.

Requirements

  • High school diploma or equivalent, plus one of the following: a one-year college or technical school certificate; three months of related experience and/or training; or an equivalent combination of education and experience.
  • Previous customer service experience.
  • Current CPR certification, or obtain certification within the first six months of employment.
  • Reside within NorthLakes’ service area at the time of hire and maintain residency throughout employment.

Nice To Haves

  • Demonstrated ability to navigate computerized applications associated with the job, such as EMR, EDR, VSC, Patient Portal, insurance portals, and reminder call systems.
  • Demonstrated knowledge of ethics, HIPAA, and business etiquette, evidenced by a current training certificate of completion.

Responsibilities

  • Welcome patients and visitors, create a welcoming environment, and direct them to appropriate locations.
  • Use EMR/EDR systems to accurately record patient demographic information and schedule appointments with appropriate services or providers.
  • Process and coordinate internal and external referrals as appropriate for department and site needs.
  • Coordinate prior authorizations in accordance with insurance guidelines.
  • Verify patient insurance eligibility using the necessary portals.
  • Collect patient payments and reconcile daily cash reports.
  • Answer telephone inquiries, direct callers to appropriate personnel, or initiate telephone notes for follow-up.
  • Manage automated reminder responses and make reminder calls to patients as needed.
  • Maintain knowledge of services available within the clinic and across the organization, and direct patients to appropriate services.
  • Guide patients through the Patient Experience within the clinic’s service line and explain the relevant processes and steps.
  • Cross-train in various front-desk functions, which may vary by position specialization.
  • Participate in training on customer service, HIPAA, business etiquette, forms, and department workflows, and ensure compliance in daily operations.
  • Perform other duties as assigned.

Benefits

  • Medical and dental insurance for eligible employees working 24 or more hours per week.
  • Employer-paid group term life and disability insurance.
  • Employer contribution toward a Health Savings Account.
  • Flexible Spending Accounts.
  • Paid Time Off (PTO), paid holidays, and a Paid Leave Bank.
  • 403(b) plan with a 4% employer match.
  • Voluntary vision insurance.
  • Supplemental life, AD&D, and disability insurance.
  • Tuition reimbursement.
  • Health and Wellness reimbursement program.
  • Employee Assistance Program and specialized behavioral health services and resources for employees and family members.
  • Partner of the HRSA/NHSC loan repayment program.
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