About The Position

The Patient Services Representative (PSR) is the first point of contact for patients and visitors, providing customer service and administrative support in a fast-paced medical office. The role supports a smooth patient experience from check-in to check-out while maintaining confidentiality and professionalism. The representative works with patients and clinical staff and handles appointment management, insurance-related processes, payments, records, communications, and administrative tasks.

Requirements

  • High school diploma or equivalent required.
  • 4–5 years of relevant work experience.
  • Proficiency with EHR systems and Microsoft Office Suite.
  • Strong communication and interpersonal skills.
  • Ability to multitask, prioritize, and work in a team-oriented environment.

Nice To Haves

  • Associate degree or medical office training.
  • Knowledge of medical terminology and insurance processes.
  • Bilingual skills.

Responsibilities

  • Greet patients and visitors and provide a welcoming, professional environment.
  • Schedule, confirm, and manage patient appointments using electronic health record systems.
  • Verify patient insurance coverage and obtain necessary authorizations or referrals.
  • Collect and process co-pays, deductibles, and outstanding balances.
  • Maintain accurate patient records and update demographic and insurance information.
  • Answer incoming calls, respond to inquiries, and route messages appropriately.
  • Assist with patient check-in and check-out procedures.
  • Coordinate with clinical staff to support timely patient flow.
  • Handle medical records requests in compliance with HIPAA regulations.
  • Support administrative tasks such as scanning, faxing, and filing.

Benefits

  • Medical coverage
  • Dental coverage
  • Vision coverage
  • 401k plan with company match
  • Paid time off
  • Life insurance
  • Disability insurance
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