Patient Services Representative (PSR) - Edmond Pulmonology Clinic

OU Health•Edmond, OK

About The Position

The Patient Services Representative (PSR) coordinates patient schedules in an outpatient clinic and provides clerical support to help ensure smooth clinic operations. The position may be filled at Level 1 or Level 2, based on the candidate’s experience, expertise, and qualifications. The role includes scheduling and coordinating appointments, greeting patients, providing information about clinic operations, managing calls and patient records, processing payments, verifying insurance and referrals, and supporting communication between patients and the clinic. The representative also handles records and forms, helps patients with financial accounts, and monitors referral work queues in the electronic medical record system.

Requirements

High school diploma or GED.
For Level 1: at least 1 year of professional work experience.
For Level 2: at least 3 years of customer service experience, including at least 6 months in a clinical environment.
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.
No license, certification, or registration is required.

Responsibilities

Schedule patient appointments by telephone or in person.
Provide information about clinic operations.
Obtain demographic information for 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 present on encounter forms and charts.
Copy insurance cards and upload them into the electronic medical record 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/or information packets.
Discuss financial accounts with patients.
Verify patients’ insurance eligibility and primary care physicians.
Secure referrals to other providers for HMO patients.
Secure referrals from primary care physicians for HMO patients being seen in the clinic.
Collect and verify proof of income to determine any applicable sliding-scale discount.
Monitor and act on referral work queues in the electronic medical record.
Perform other duties as assigned.