About The Position

The Patient Services Representative supports patient-facing and administrative operations for Comprehensive Care and Wellness. The role greets and registers patients, verifies demographic and insurance information, prepares and maintains patient medical records, manages appointment schedules, collects payments, processes referrals, and answers telephone calls. The representative uses the Athena EMR system and provides courteous, efficient service to patients and callers while working cooperatively with office staff.

Requirements

  • High school diploma or equivalent.
  • Demonstrated current competencies applicable to the position, such as typing or data entry.
  • Knowledge of clinic or medical-practice procedures related to medical operations.
  • Knowledge of phone systems, copiers, and fax machines.
  • Knowledge of customer-service principles and techniques.
  • Ability to screen and direct calls courteously and efficiently.
  • Customer-service skills and a pleasant, courteous demeanor when dealing with callers; ability to serve effectively as a clinic liaison.
  • Ability to respond calmly and effectively to stressful or emergency situations.
  • Ability to work cooperatively as a member of office staff and a team.
  • Ability to lift 30–50 pounds.

Responsibilities

  • Greet and register patients promptly, pleasantly, and courteously.
  • Verify patient demographic and insurance information in medical records or files.
  • Prepare patient medical records for daily appointments.
  • Update patient profiles.
  • File medical histories, laboratory results, correspondence, and other information in patient medical records according to departmental guidelines.
  • Maintain and update appointment schedules, ensure appointments are scheduled properly and confirmed, and record cancellations, rescheduled appointments, and no-shows.
  • Collect co-pays and small balances and balance the drawer daily.
  • Handle patient referrals.
  • Answer and screen telephone calls and provide information as directed.
  • Maintain regular and punctual in-person attendance.
  • Assist other staff as directed.
  • Attend meetings as required.
  • Perform other job functions as directed.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service