About The Position

The Patient Services Representative supports front-office management and operations for a physician practice. Duties may include patient registration, insurance verification and pre-certification, charge capture and coding, payment posting and balancing, billing, claims processing, collections, appointment scheduling, and maintaining patient records. The role involves frequent public contact and requires excellent interpersonal skills, confidentiality, and a neat, professional appearance. The representative serves as a liaison between patients and medical support staff; greets and assists patients and visitors; supports financial agreements and prepayments; answers questions about appointments, testing, insurance, and accounts; and coordinates patient flow. The position also handles medical records and charts, helps resolve coding and billing errors, follows up with patients and insurers on unpaid claims, and performs cashiering and daily closeout tasks. This is a non-management position reporting to a supervisor, manager, director, or executive.

Requirements

  • High school diploma or equivalent.
  • No previous experience required.
  • Excellent interpersonal skills for a role with a high level of public contact.
  • Maintain strict confidentiality.

Nice To Haves

  • Associate's degree in a technical specialty program of at least 18 months.
  • Experience in a multi-specialty group practice setting.
  • Basic understanding of ICD-9 and CPT coding.

Responsibilities

  • Register patients accurately, verify and update insurance and financial information, and obtain required signatures and forms.
  • Handle pre-certification, charge capture, outpatient coding, billing entry and distribution, claims filing, and related error resolution.
  • Post payments, balance daily transactions and cash drawers, prepare deposits, issue receipts, and complete daily reports and computer file closeout.
  • Collect prepayments, establish financial agreements or payment plans, contact patients and insurers about unpaid accounts, and assist with account resolution and collections.
  • Greet and assist patients and visitors, check patients in, answer routine questions, screen visitors, and serve as a liaison with medical support staff.
  • Maintain appointment books and physician schedules; schedule surgeries, services, follow-up appointments, and admissions as requested.
  • Assist patients with insurance claims, benefits, disability claims, pre-certification, and required forms; follow up with insurers regarding coverage and payment.
  • Maintain patient account records and databases, post account actions, and preserve confidentiality.
  • Prepare, route, retrieve, file, repair, and maintain patient charts and medical records; purge or destroy outdated records according to established procedures.
  • Coordinate patient movement and waiting-area operations, assemble charts for upcoming visits, and report problems or irregularities.
  • Gather and verify superbills and charge information, including information from physicians, and enter charges and same-day payments accurately.
  • Identify trends and communicate problems to management; participate in educational activities and perform related work as required.
  • Maintain a neat, professional appearance and uphold office manual guidelines and service expectations.
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