Patient Services Representative

Hurtt Family Health Clinic Inc•Tustin, CA

About The Position

The Patient Services Representative provides daily front-office, eligibility, and intake support for Hurtt Family Health Clinic patients. This is a full-time position with a Monday-through-Friday schedule from 8:00 a.m. to 5:00 p.m. The role also includes an occasional rotating Saturday morning shift from 8:00 a.m. to 12:00 p.m., approximately two to five times per year. The representative must be bilingual in Spanish and English, including comprehension of medical terminology in both languages. The role supports a welcoming clinic environment and accurate, timely patient service across front-office functions. Responsibilities include telephone and message handling, appointment scheduling, payment collection and reconciliation, eligibility and insurance verification, enrollment follow-up, referral tracking, and maintaining patient confidentiality. Representatives cross-train across receptionist, enrollment, eligibility, sliding-fee-scale, and referral functions.

Requirements

  • High school diploma.
  • Six months to one year of medical front-office experience.
  • Bilingual in Spanish and English, with comprehension of medical terms in both languages.
  • Ability to receive instruction and multitask in a fast-paced environment.
  • Excellent written, interpersonal, and verbal communication skills.
  • Strong attention to detail in administration and organization.
  • Proficiency in data entry and Microsoft Windows and Office programs, including Word, Excel, Outlook, PowerPoint, and Internet Explorer.
  • Ability to recognize and maintain confidentiality of information as appropriate.
  • Pleasant and professional demeanor when interacting by telephone and with visitors and company personnel.

Nice To Haves

  • Community clinic setting experience is preferred but not required.
  • Previous clinic or healthcare experience, preferably in a front-office or call-center setting.
  • Medical Assistant experience.
  • Knowledge of EMR systems.
  • Strong customer service skills.

Responsibilities

  • Answer telephone calls professionally as an HFHC ambassador and document messages accurately and promptly.
  • Create and maintain a hospitable and welcoming clinic environment.
  • Schedule patient appointments across all clinic service areas and follow appointment policies and procedures.
  • Collect patient payments, post payments in the EMR, and reconcile funds received and cash drawer balances at the end of each shift.
  • Cross-train in front-office and patient-services functions, including receptionist duties, enrollment, eligibility determination, sliding-fee-scale determination, and referral tracking.
  • Determine patient eligibility for appropriate government-sponsored programs.
  • Verify medical insurance benefit eligibility for clinic patients.
  • Follow up on pending applications to help ensure enrollment is completed.
  • Maintain a policies and procedures manual, including a referral guide covering physicians in specialty areas for children and adults.
  • Route calls and telephone messages to appropriate staff in a timely and efficient manner; enter requests into the EMR and send them to the appropriate staff.
  • Receive faxed documents and distribute them to appropriate staff.
  • Participate in staff and educational meetings.
  • Protect the privacy and security of protected health information, maintain confidentiality, and conduct patient-care work ethically and in accordance with applicable federal and state rules and regulations.
  • Perform other duties as assigned or adjusted by the immediate supervisor in consideration of job requirements and employee skills.
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