Patient Services Representative

Wheeler•Hartford, CT
•Onsite

About The Position

The Patient Services Representative (PSR) performs functions related to enrolling new clients, including registering patients and clients, obtaining detailed insurance information, and entering data into the Electronic Health Record (EHR). PSRs are cross-trained to work at every Health and Wellness Center, including the Navigation Center. The role also includes administrative duties, appointment scheduling, managing incoming calls, and backfilling appointments as needed. The position is based in Hartford, Connecticut, and is full-time, Monday through Friday, with a schedule of either 9 a.m.–5 p.m. or 10 a.m.–6 p.m. The listed rate is $20.

Requirements

  • High school diploma.
  • One year of progressively responsible work experience.
  • Valid driver’s license.
  • Safely operate a vehicle in the community based on program needs.

Nice To Haves

  • Experience with Microsoft Office products, other software programs, and office equipment such as fax machines, copiers, and scanners.

Responsibilities

  • Greet patients, clients, visitors, and callers; provide exceptional customer service; assess needs; and triage as necessary.
  • Oversee a safe, efficient, and comfortable reception area.
  • Collect, verify, update, and document consents, screenings, demographic information, and insurance information before services using the Phreesia Pad.
  • Verify patient and client insurance coverage at check-in using Phreesia eligibility swipes and/or calls to insurance companies.
  • Collect copays and outstanding balances at check-in, reconcile deposits, and forward them to billing in a timely manner.
  • Review and maintain provider schedules daily to ensure accuracy.
  • Backfill no-show and cancelled appointment slots to support timely access to care.
  • Manage walk-in appointments according to Wheeler’s scheduling guidelines.
  • Schedule appointments for all disciplines, including Medical, Dental, Behavioral Health, and Psychiatry.
  • Produce and deliver timely, accurate, and professional documents to patients, clients, referral sources, collateral contacts, and primary care physicians as needed.
  • Support the supervisor in monitoring and ordering office supplies, lab supplies, educational materials, and clinical literature as needed.
  • Maintain scanning and indexing according to Wheeler’s protocols.
  • Process and sort incoming faxes and mail.
  • Pursue and use available insurance training and staff development opportunities to develop job-related skills and knowledge.
  • Remain flexible about cross-training in the Navigation Center and covering other Health and Wellness sites as departmental needs require.
  • Maintain competencies that meet position-specific key performance indicator expectations.
  • Continue developing knowledge of the history, traditions, values, family systems, and artistic expression of groups served, and use culturally informed methods, skills, and techniques.

Benefits

  • Comprehensive medical and prescription insurance through Centivo.
  • Comprehensive dental and vision insurance through Cigna.
  • Wellness programs supporting physical and mental health.
  • Company-paid life and AD&D insurance.
  • 403(b) plan with company contributions.
  • Education Reimbursement Program.
  • Training and development opportunities.
  • Productivity incentive.
  • 15 vacation days per year.
  • 8 sick days per year.
  • 2 personal days per year.
  • 2 floating holidays per year.
  • 9 paid company holidays.
  • Free and confidential counseling through the Employee Assistance Program (EAP).
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