Patient Services Representative

Balance Health • Hamilton, MT

2d

About The Position

The Patient Services Representative is a member of the patient care team who performs clinical support tasks and procedures, completes patient check-in and check-out clerical duties, and helps patients obtain services in a timely manner. The role supports efficient use of physicians’ time and appointment schedules and coordinates patient care, including referrals and service authorizations, rooming duties, and other clinic front desk activities.

The representative serves as a patient advocate, coordinator, liaison, and non-clinical concierge or navigator for referred patients before, during, and after their encounters with Balance Health. The role also responds to patient and referring-provider inquiries and helps address patient concerns while maintaining confidentiality and following applicable phone activity and compliance standards.

Requirements

• High school diploma or equivalent.
• At least 1 year of customer service experience.
• Knowledge of clinical staffing, office organization, operations, and functions.
• Ability to use computer word-processing and database applications.
• Excellent communication skills by telephone, in person, and in writing.
• Ability to multitask and maintain records and information.
• Ability to establish and maintain cooperative and effective working relationships.
• Ability to maintain confidentiality of patient information.

Nice To Haves

• Associate degree or equivalent preferred.
• At least 1 year of medical office experience preferred.

Responsibilities

• Complete initial intake and follow-up calls with patients using inbound and outbound calls or a dialer, identifying and resolving concerns within the process or product.
• Process prescription refill requests according to established practice.
• Promptly and accurately report and refer patient concerns, symptoms, reactions, and changes appropriate to age to licensed clinic personnel.
• Schedule, edit, and maintain appointments for new and returning patients using the scheduling system.
• Respond to inquiries from patients, their relatives, and referring physicians about services, providing accurate information in a timely manner.
• Act as a patient advocate, coordinator, and liaison for Balance Health in the community.
• Provide non-clinical liaison, concierge, and navigation support to referred patients before, during, and after encounters with Balance Health.
• Coordinate referrals and service authorizations, perform rooming duties, and complete clinic front desk activities.
• Complete clerical duties required for patient check-in and check-out.
• Meet or exceed monthly departmental goals established by Operations management.
• Adhere to phone activity and compliance standards, including HIPAA, ACW, and minimum call volume.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED