PATIENT SERVICES REPRESENTATIVE

Primary Care Associates of Appleton•Appleton, WI

About The Position

The Patient Services Representative works in the Patient Services Department and reports to the Patient Services Team Leader. The position includes scheduler and registrar responsibilities. As a scheduler, the role schedules and confirms patient appointments, sends appointment forms, maintains scheduling templates, performs registration functions as needed, and handles telephone calls. As a registrar, the role greets patients and visitors, completes or verifies registration information, verifies insurance, collects co-pays and other payments, and balances the cash drawer and payment batches. This is a full-time, benefit-eligible position of 80 hours per pay period. Hours range from 6:15 AM to 5:30 PM, with work every 11th Saturday morning from 8:00 AM to 10:00 AM. The role has no supervisory responsibilities.

Requirements

High school diploma or GED, or one to three months of related experience and/or training, or an equivalent combination of education and experience.
Knowledge of the use and care of departmental equipment, including printers, computers, copy machines, and fax machines.
Positive and effective communication skills.
Ability to work well with others, including all customers of Primary Care Associates.
Ability to work under pressure in a fast-paced environment.
Ability to use the clinic telephone system effectively.

Responsibilities

Schedule patient appointments and confirm appointments for physician schedules.
Send patients the forms required for appointments.
Maintain scheduling templates as assigned.
Perform patient registration, including new patient registration and reviewing and updating demographic information.
Follow through on business office notes regarding payment collection, including collecting payment or referring patients to an account specialist as appropriate.
Greet patients and visitors promptly and courteously.
Verify insurance coverage and enter insurance information into EPIC.
Collect co-pays, patient payments, and outstanding account balances when applicable.
Print route slips to the appropriate printer.
Balance the cash drawer with EPIC and the credit card batch daily.
Process credit card payments.
Answer telephone calls courteously, identify oneself, take accurate messages, or direct calls to the appropriate extension.
Transfer telephones to the switchboard when away from the desk and to the answering service at close of business, as applicable.
Forward phone calls to the appropriate extension when away from the desk.
Use and care for departmental machines necessary to perform job duties.
Perform other duties as assigned.