About The Position

At NorthBay Health, the Patient Services Representative (PSR) performs a combination of duties encompassing reception, appointment scheduling, authorization, registration, referrals and medical record management. Adheres to system policies related to confidentiality. The PSR functions as part of a clerical and customer service team in support of the clinic practice. At NorthBay Health, our vision is to be the trusted healthcare partner of choice for the communities we serve. We are dedicated to improving the well-being of our community by providing accessible, high-quality care to all who need it. Every member of our team plays a vital role in delivering compassionate and effective healthcare solutions. We invite you to join us in our mission to ensure that every patient and family member feels valued, respected, and cared for throughout their healthcare journey. At NorthBay Health, we are guided by our values: Nurturing Care; Own It; Respect; Build Trust; and Hardwire Excellence. These principles lead us to our TRUE NORTH and inspire us to provide exceptional care. These values serve as the foundation of everything we do, guiding us to deliver individualized care with integrity and accountability. We are committed to fostering a culture of collaboration, where every team member is valued and empowered to contribute their best to the health and well-being of those we serve. This is an exciting time to join NorthBay Health. As an independent, nonprofit health system north of the San Francisco Bay Area, in the Napa/Solano Region, we are expanding our footprint across Solano, Yolo, and Napa counties to meet the evolving needs of our communities. With two acute-care hospitals—including a Level II Trauma Center and a modern maternity unit with a Level III Neonatal Intensive Care Unit (NICU)—along with a comprehensive cancer center, multiple urgent care facilities, and a growing network of primary and specialty clinics, we are investing in the future of care across the region. NorthBay Health we are home to advanced clinical programs and nationally recognized cardiovascular, neuroscience, and orthopedic services, as well as comprehensive surgical and outpatient specialties. Our commitment to excellence is reflected in our Magnet with Distinction designation for nursing (one of only 12 organizations nationwide) and recognition from U.S. News & World Report as “High Performing” in multiple clinical areas, including maternity care, heart failure, and stroke. NorthBay Medical Center has earned the High Performing designation in maternity care for four consecutive years. As the only locally governed health system in the region, we remain deeply rooted in our communities while growing into a trusted regional healthcare leader. If you are seeking meaningful work, collaborative teams, and the opportunity to help shape the future of healthcare in Northern California, you will find it at NorthBay Health. Join us with our commitment to excellence, to achieve our vision to be the trusted healthcare partner of choice for the communities we serve. To learn more about NorthBay Health's benefits, diversity statement and community please visit https://www.northbay.org/careers/ [https://www.northbay.org/careers/index.cfm]

Responsibilities

  • Greets patients and/or visitors.
  • Monitors and reviews provider(s) schedules to ensure appointments are booked with appropriate appointment type, and for correct time allocation in accordance with department scheduling policies and procedures.
  • Answers phones and manages phone calls to determine caller’s needs. Takes appropriate messages. Directs phone call and/or message to appropriate provider, supervisory personnel, or other department staff. Places confirmation or rescheduling calls.
  • Updates and verifies demographic and insurance/payer information and ensures accurate entry in to the system for new and existing patients. Utilizes this information during the registration process.
  • At the end of the visit, ensures the patient has appropriate paperwork and follow up appointment as needed.
  • Collects co-payments and, if required, share of cost, deductibles and fees, documenting information in system, as appropriate. Communicates patient financial liability to the patient.
  • Maintains and reconciles cash journal on a daily basis. Processes cash flow per policy.
  • Initiates the pre-registration process to determine insurance type, authorization and eligibility process as appropriate. Ensures timely management of department billing and charge processes prior to scheduling patients.
  • Aware of third party payer restraints, coverage and treatment allocation. Assists in processing appropriate forms required for billing (e.g. TAR, Medicare forms, Workers Comp forms).
  • Verifies and documents eligibility and benefits for all payers including identifying and resolving all managed care and third party requirements prior to first visit. Utilizes telephone and Internet eligibility sources appropriately.
  • Informs and updates patient of authorization status as appropriate.
  • Initiates, completes and documents authorization process for all requests for initial and recurring visits. Contacts appropriate resource to obtain authorization.
  • Copies/scans insurance card and other required paperwork for chart, Business Office, and Physician Billing Service, as appropriate
  • Obtains signatures on all required registration forms. Examples include but are not limited to: consent to treat, financial agreement and payer specific documents.
  • Researches and answers inquiries related to referrals, authorization and eligibility, charges, Explanation of Benefits and denied claims.
  • Pulls and prepares medical record in preparation for patient appointments. Assures all required documents and forms are available.
  • Files loose documents appropriately and in a timely manner.
  • Follows process for medical record storage and retrieval.
  • Opens and distributes mail.
  • Performs assigned clerical duties including but not limited to faxing, filing, copying, mail, and chart preparation. Adheres to system policies related to confidentiality.
  • Communicates and collaborates with other departments to provide continuity of care across departments and disciplines.
  • Consistently demonstrates and promotes a sense of team within the immediate and extended work groups, and maintains effective communication with all external and internal customers.
  • Adheres to corporate and department specific policies and procedures.
  • Informs and/or updates supervisory personnel of any patient concerns.
  • Demonstrates awareness related to cost-effectiveness when using and ordering office supplies.
  • Assists with orientation and training of new staff members/students as requested.
  • Floats to other ambulatory clinics as assigned to support distribution of staff and patients.
  • Actively participates in committees, in-services, staff meetings, Performance Improvement (PI) activities, and standards development.
  • Presents a professional demeanor in appearance and attitude.
  • Performs other duties as assigned.
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