PATIENT SERVICES REPRESENTATIVE

Primary Care Associates of Appleton•Appleton, WI

47d

About The Position

The Patient Services Representative works in the Patient Services Department and reports to the Patient Services Team Leader. The position includes scheduler and registrar responsibilities. As a scheduler, the employee schedules and confirms appointments, sends appointment forms, maintains scheduling templates, and performs registration and telephone duties as needed. As a registrar, the employee greets patients and visitors, completes or verifies registration information, verifies and enters insurance information in EPIC, collects payments, and handles related administrative and telephone tasks. The position has no supervisory responsibilities. The schedule is 64 hours per pay period and is described as full-time and benefit eligible. The employee works every third weekend, Saturday from 7:45 a.m. to noon and Sunday from 8:45 a.m. to noon. Weekday hours range from 8 a.m. to close (6 p.m.); the weekday off changes when the employee works the weekend. The work environment is usually moderately noisy. The role involves occasional standing or walking, frequent sitting, bending, stooping, talking or hearing, and continual hand and finger dexterity. The employee may occasionally need to lift or move up to 250 pounds.

Requirements

High school diploma or GED, or one to three months of related experience and/or training, or an equivalent combination of education and experience.
Knowledge of the use and care of departmental equipment, including printers, computers, copy machines, and fax machines.
Positive and effective communication skills.
Ability to work well with others, including all customers of Primary Care Associates.
Ability to work under pressure in a fast-paced environment.
Ability to use the clinic telephone system effectively.

Responsibilities

Schedule patient appointments and confirm appointments for physician schedules.
Send patients the forms required for appointments.
Maintain scheduling templates as assigned.
Perform new-patient registration and review and update demographic information to ensure accuracy.
Follow through on business-office notes regarding payment collection, including collecting payment or referring patients to an account specialist as appropriate.
Greet patients and visitors promptly and courteously.
Verify insurance coverage and enter insurance information into EPIC.
Collect co-pays, patient payments, and outstanding account balances when applicable.
Print route slips to the appropriate printer.
Balance the cash drawer with EPIC and the credit card batch daily.
Process credit card payments.
Answer telephone calls courteously, identify oneself, take accurate messages, and direct calls to the appropriate extension.
Properly transfer telephone coverage to the switchboard or answering service when away from the desk or at the close of business, as applicable.
Use and care for departmental equipment needed to perform job duties.
Perform other duties as assigned.