About The Position

The Patient Services Representative is the first point of contact for patients and the community at a physician practice. The role processes patient registration, verifies demographics and insurance information, obtains insurance cards and patient identification, schedules appointments, transcribes orders, explains financial options, and updates medical records accurately and efficiently. The representative provides excellent customer service and may occasionally cover other physician practice locations as needed. The position supports patient flow and registration, collects and processes patient payments, assists with referrals and follow-up scheduling, and helps patients use online scheduling and MyChart. It also handles authorization and pre-certification tasks when applicable, maintains patient charts according to office policy, verifies prescription benefits in the electronic health record, and completes accounts in revenue cycle software. This description is not exhaustive; other job-related duties may be assigned, subject to reasonable accommodation.

Requirements

  • High school diploma or GED.
  • Strong communication and customer service skills.
  • Prior patient registration or healthcare experience is preferred.

Nice To Haves

  • Prior experience in patient registration or healthcare.

Responsibilities

  • Serve as the primary point of contact between patients and physician practices.
  • Greet patients and community members respectfully and provide strong communication and customer service.
  • Answer, route, and respond helpfully to internal and external calls; schedule patients and accurately enter required scheduling information into the computer system.
  • Process patients as they arrive for appointments and troubleshoot problems promptly to maintain patient flow; promptly inform the supervisor of department or patient issues.
  • Process admission paperwork, including basic insurance verification, and secure, complete, and verify patient demographic and insurance information during registration.
  • Correct registration errors as needed and record lobby wait-time indicators.
  • Calculate patient liabilities, collect and process patient payments, and reconcile the cash drawer at the close of the day.
  • Perform charge entry for external services, such as nursing homes, as necessary.
  • Schedule referrals and follow-up appointments, and assist with scheduling, rescheduling, or canceling other patient services.
  • Assist patients with online scheduling and MyChart as necessary.
  • Help patients obtain referrals for follow-up services and record referrals on the referral/consults tracking tool.
  • Obtain or assist in obtaining proper authorizations and pre-certifications, when applicable, for procedures scheduled through the physician practice.
  • Pull, file, and maintain patient charts and information according to office policy, and route charts to clinical staff as indicated.
  • Verify prescription benefits in the electronic health record according to protocol.
  • Refer patients to financial counselors when additional counseling or payment arrangements are needed.
  • Complete accounts in revenue cycle software.
  • Occasionally cover other physician practice locations as needed.
  • Perform other job-related duties as required by the supervisor, subject to reasonable accommodation.

Benefits

  • Competitive pay, incentives, referral bonuses, and a 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, short- and long-term disability, and backup care for children and elders.
  • Tuition assistance, professional development, and continuing education support. Benefits may vary based on market and employment status.
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