Patient Services Representative (PSR)

SAC Health • San Bernardino, CA

1d • $24 - $29 • Onsite

About The Position

The Patient Services Representative (PSR) serves as a frontline contact for patients, gathering essential information at the start of visits and supporting the patient encounter. Under the supervision of the area supervisor, the PSR manages patient check-in and check-out, greets patients, answers phones, verifies demographic and insurance information, collects documentation and copayments, posts charges, completes cashiering processes, schedules appointments, and performs assigned clerical work. The role requires strong communication, customer service, organization, and interpersonal skills, along with the ability to work with minimal supervision. Work must be conducted confidentially, professionally, and in a personable manner.

The PSR supports SAC Health’s vision, mission, and values while maintaining compassionate, accountable service. Responsibilities include accurate patient registration and flow tracking; determining program and insurance eligibility; updating records in the computer system and electronic health record; collecting and reconciling payments; explaining fees and payment programs; screening patients for sliding fee discounts; coordinating appointments and walk-ins; and protecting confidential health and financial information in accordance with HIPAA and organizational policies. The PSR must be willing to work at all locations as needed and have flexible hours according to clinic needs. Other duties may be assigned.

Schedule: Five days per week, eight hours per day. Monday through Thursday, 7:30 a.m.–4:30 p.m.; Friday, 7:30 a.m.–4:00 p.m., with a 30-minute lunch. Location: San Bernardino, California.

Requirements

• High school diploma or equivalent.
• Six months of customer service, general office, healthcare-related, or vocational training experience.
• Must obtain EPIC certification for the module associated with the position.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).
• Ability to use widely supported internet browsers, electronic health records, and other databases; telephone skills and computer competency are required.
• Excellent oral and written communication skills and the ability to work with a diverse group of patients, community members, and staff.
• Strong conflict-resolution and problem-solving skills.
• Must be legally authorized to work in the United States on a full-time basis and must not require employment visa sponsorship now or in the future.

Nice To Haves

• Medical terminology knowledge.
• Working knowledge of insurance verification and eligibility programs, such as Medi-Cal, Medicare, and sliding-fee programs.
• Experience with electronic health records and familiarity with EPIC.
• English/Spanish bilingual ability.

Responsibilities

• Support and implement the organization’s vision, mission, and values, providing customer service to patients, families, staff, and providers.
• Prioritize and complete daily tasks promptly and professionally, including electronic communications.
• Register patients accurately, track patient flow, verify program and insurance eligibility, and update records in the computer system and electronic health record.
• Collect payments and copayments, obtain credit-card authorizations, post payments and adjustments, reconcile daily reports, and follow payment policies.
• Ensure patients complete required forms and provide signatures; enter registration information accurately.
• Respond in person and by telephone to inquiries about clinic fees and payment programs for uninsured patients.
• Assess patients for appropriate programs or payer sources using criteria such as services needed, family size, and income; interview patients for sliding-fee scales, provide applications, and screen patients as needed.
• Identify patient accounts, create accounts for new appointments, verify and update demographic information, and accurately enter confidential health and financial information into the electronic medical record.
• Schedule, confirm, and cancel appointments; coordinate walk-in patients; reschedule cancellations for assigned and non-assigned departments; and coordinate with clinic leadership to support appointment utilization.
• Count and balance cash and credit-card payments at the end of each business day, print closing reports, complete cash envelopes, and submit them to the supervisor.
• Protect sensitive and confidential information, follow HIPAA and computer privacy expectations, and comply with SAC Health policies and applicable privacy laws.
• Understand FQHC responsibilities related to collecting Uniform Data System information and federal poverty level information.
• Work at all locations as needed and maintain flexible hours according to clinic needs.
• Comply with organizational policies and procedures and perform other related duties as assigned.

Benefits

• Industry-leading PTO accrual, accrued per pay period.
• Sick leave.
• Paid holidays.
• Paid jury duty and bereavement leave.
• SAC Health covers approximately 85% of team members’ health premium costs, depending on benefit plan selection.
• Retirement plan with up to an 8% employer contribution.
• Continuing education and learning benefits.
• Annual mission trip.

What This Job Offers

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