PSR - Patient Services Representative - Tulsa Pediatric Cardiology Clinic

OU Health•Tulsa, OK

About The Position

The Patient Services Representative I coordinates patient schedules in an outpatient clinic and provides clerical assistance to support the smooth operation of the facility. The role schedules appointments, provides information about clinic operations, supports patient intake and records, and helps coordinate referrals and services. It also handles payments and daily cash reconciliation, verifies insurance and income documentation, and promotes the Patient Portal. The representative performs other duties as assigned.

Requirements

High school diploma or GED.
At least 1 year of professional work experience.
Strong verbal and written communication skills.
Strong customer service skills.
Ability to work effectively with other employees, patients, and external parties.
Proficiency with Microsoft Office tools.
Knowledge of hospital policies and procedures.
Keyboarding skills sufficient to meet the requirements of the position.

Responsibilities

Schedule patient appointments by telephone or in person.
Provide information about clinic operations.
Obtain demographics for new patients and update demographics for established patients.
Answer telephone calls and direct them to appropriate people.
Coordinate schedules for patients requiring multiple services, as directed.
Greet patients arriving for scheduled appointments.
Accept payments and issue receipts.
Distribute encounter forms and check them for completeness and accuracy.
Ensure resident and faculty signatures are present on encounter forms and charts.
Copy insurance cards and upload them into the EMR as appropriate.
Balance and close the personal cash drawer reconciliation daily.
Prepare ancillary forms for other services, such as x-rays and vascular services.
Promote the organization's Patient Portal for communication between patients and the clinic.
Pull patient charts for appointments or to file lab, x-ray, hospital, or other information.
Copy medical records for patients and other providers or facilities.
Create new patient charts and/or information packets.
Discuss financial accounts with patients.
Verify patients' insurance eligibility and primary care physicians.
Secure referrals to other providers for HMO patients.
Secure referrals from primary care providers for HMO patients to be seen in the clinic.
Collect and verify proof of income to determine the appropriate sliding-scale discount, if any.
Monitor and act on referral work queues in the EMR.
Perform other duties as assigned.