Patient Services Representative (Float)

San Ysidro Health•San Diego, CA
•$28 - $35

About The Position

The Patient Services Representative answers telephones, greets, assists, and directs visitors, patients, and other callers to the clinic office. The role guides, screens, and registers new patients; helps patients obtain services; provides information about funding eligibility and patient access processes and policies; and researches and resolves customer problems. The representative also performs clerical duties supporting the location’s daily business activities. The position assembles information and documents for patient registration, enters demographic and fiscal information into Epic and other databases, verifies insurance eligibility, collects patient payments, and assists patients with funding resources. It collaborates with other areas to resolve patient inquiries and barriers, provides assistance and direction to visitors and patients, and helps maintain department equipment and supplies. The role follows departmental policies and standards, adapts to organizational changes, participates in educational programs and in-service meetings, attends meetings as required, and performs other related duties as assigned or requested by the Patient Services Supervisor. The position may require evening or weekend work and work at clinics outside the assigned clinic. It is mostly performed while sitting and may require lifting approximately 25 pounds. Pre-employment requirements include I-9, physical, positive background and reference check results, a complete application, new-hire orientation, pre-employment PPDs, and compliance with mandated vaccinations and boosters.

Requirements

  • One year of customer service experience or successful completion of an internship at San Ysidro Health.
  • High school diploma or GED equivalent.
  • Good handwriting and verbal communication skills.
  • Verbal ability to provide accurate and tactful explanations.
  • Ability to work evenings and/or weekends or at clinics outside the assigned clinic, if required.
  • May be required to lift approximately 25 pounds.

Nice To Haves

  • One year of experience in a medical setting, preferably at a front desk or in reception.

Responsibilities

  • Answer telephones; greet, assist, and direct visitors, patients, and other clinic office callers.
  • Guide, screen, and register new patients.
  • Assemble the data and documents required for complete patient registration, including insurance verifications and authorizations.
  • Enter current patient demographic information into the Epic system.
  • Assess patient financial responsibility and collect co-pays and deductibles at check-in.
  • Obtain and document funding information from patients and provide information about available funding resources.
  • Use payer resources (RTS) and websites to explore and access eligibility; initiate referrals for insurance plans such as Medi-Cal, Medicare, managed care, and commercial insurance; and administer and determine eligibility for the Sliding Fee Discounts Program.
  • Collaborate with other areas to identify and resolve patient inquiries, issues, and barriers.
  • Enter fiscally related information into databases and maintain fiscal records and files.
  • Respond to inquiries about patient access processes, policies, and related information; research and resolve customer problems.
  • Recognize the need for immediate and urgent services.
  • Provide assistance, guidance, and direction to visitors and patients.
  • Assist with care and maintenance of department equipment and supplies.
  • Maintain departmental policies and procedures, objectives, quality assurance, safety, environmental, and infection control standards.
  • Adapt to organizational changes and functions; participate in educational programs and in-service meetings; and attend meetings as required.
  • Perform other related duties as assigned or requested by the Patient Services Supervisor.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service