About The Position

The Patient Services Representative I coordinates patient schedules in an outpatient clinic and provides clerical assistance to support smooth clinic operations. The role serves patients and clinic staff by managing appointments, communications, patient records, payments, insurance and referral processes, and related administrative tasks.

Requirements

  • High school diploma or GED.
  • At least 1 year of professional work experience.
  • Strong verbal and written communication skills.
  • Strong customer service skills.
  • Ability to work effectively with employees, patients, and external parties.
  • Proficiency with Microsoft Office tools.
  • Knowledge of hospital policies and procedures.
  • Keyboarding skills sufficient to meet the requirements of the position.

Responsibilities

  • Schedule patient appointments by telephone or in person.
  • Provide information about clinic operations.
  • Obtain demographic information from new patients and update information for established patients.
  • Answer telephone calls and direct them to the appropriate people.
  • Coordinate schedules for patients requiring multiple services, as directed.
  • Greet patients arriving for scheduled appointments.
  • Accept payments and issue receipts.
  • Distribute encounter forms and check them for completeness and accuracy.
  • Ensure resident and faculty signatures are on encounter forms and charts.
  • Copy insurance cards and upload them to the EMR as appropriate.
  • Balance and close the personal cash drawer reconciliation daily.
  • Prepare ancillary forms for other services, such as x-rays and vascular services.
  • Promote the organization’s Patient Portal for communication between patients and the clinic.
  • Pull patient charts for appointments and file laboratory, x-ray, hospital, or other information in charts.
  • Copy medical records for patients and other providers or facilities.
  • Prepare new patient charts and information packets.
  • Discuss patients’ financial accounts with them.
  • Verify patient insurance eligibility and primary care physicians.
  • Secure referrals to other providers for HMO patients.
  • Secure referrals from primary care providers for HMO patients seen in the clinic.
  • Collect and verify proof of income to determine applicable sliding-scale discounts.
  • Monitor and act on referral work queues in the EMR.
  • Perform other duties as assigned.

Benefits

  • Paid time off (PTO)
  • 401(k)
  • Medical plans
  • Dental plans
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service