Patient Services Representative

Wheeler•Plainville, CT
•Onsite

About The Position

The Patient Service Representative (PSR) performs functions related to enrolling new clients, including registering patients and clients, obtaining detailed insurance information, and entering data into the Electronic Health Record (EHR). PSRs are cross-trained to work at every Health and Wellness Center, including the Navigation Center. They also perform administrative duties, schedule appointments, manage incoming calls, and backfill appointments as needed. The position is based in Plainville, Connecticut, and pays $20. The full-time schedule is Monday through Thursday, 11 a.m. to 7 p.m., and Friday, 10 a.m. to 6 p.m.

Requirements

  • High school diploma.
  • One year of progressively responsible work experience.
  • Valid driver’s license.
  • Ability to safely operate a vehicle in the community based on program needs.

Nice To Haves

  • Experience with Microsoft Office products, other software programs, and office equipment such as fax machines, copiers, and scanners is preferable.

Responsibilities

  • Greet patients, clients, visitors, and callers; provide exceptional customer service, assess needs, and triage as necessary.
  • Oversee a safe, efficient, and comfortable reception area.
  • Collect, verify, update, and document consents, screenings, demographic information, and insurance information before services using the Phreesia Pad.
  • Verify patient and client insurance coverage at check-in using Phreesia eligibility swipes and/or verification calls to insurance companies.
  • Collect copays and outstanding balances at check-in, reconcile deposits, and forward them to billing in a timely manner.
  • Review and maintain provider schedules daily for accuracy.
  • Backfill no-show and canceled appointment slots to support timely access to care.
  • Manage walk-in appointments according to Wheeler’s scheduling guidelines.
  • Schedule appointments for all disciplines, including Medical, Dental, Behavioral Health, and Psychiatry.
  • Produce and deliver timely, accurate, and professional documents to patients, clients, referral sources, collateral contacts, and primary care physicians as needed.
  • Support the supervisor in monitoring office and lab supplies, educational and clinical literature, and ordering supplies as necessary.
  • Maintain scanning and indexing according to Wheeler’s protocols.
  • Process and sort incoming faxes and mail.
  • Pursue and use available insurance training and staff development opportunities to build job-related skills and knowledge.
  • Remain flexible about cross-training in the Navigation Center and providing coverage at other Health and Wellness sites as departmental needs require.
  • Maintain competencies to meet expectations in position-specific key performance indicators.
  • Develop knowledge and understanding of the history, traditions, values, family systems, and artistic expression of groups served, and use appropriate approaches, skills, and techniques that reflect cultural understanding.
  • Safely operate a vehicle in the community based on program needs.

Benefits

  • Comprehensive medical and prescription insurance through Centivo.
  • Comprehensive dental and vision insurance through Cigna.
  • Wellness programs supporting physical and mental health.
  • Company-paid life and AD&D insurance.
  • 403(b) plan with company contributions.
  • Education reimbursement program.
  • Training and development opportunities.
  • Productivity incentive.
  • 15 vacation days per year.
  • 8 sick days per year.
  • 2 personal days per year.
  • 2 floating holidays per year.
  • 9 paid company holidays.
  • Free and confidential counseling through the Employee Assistance Program (EAP).
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