Patient Services Representative (PSR) - Edmond Pulmonology Clinic

OU Health•Edmond, OK

About The Position

The Patient Services Representative (PSR) coordinates patient schedules in an outpatient clinic and provides clerical assistance to support the smooth operation of the facility. The position may be filled at Level 1 or Level 2, depending on the individual’s experience, expertise, and qualifications. The role is based in the Edmond Pulmonology Clinic.

Requirements

High school diploma or GED.
Level 1: At least 1 year of professional work experience.
Level 2: At least 3 years of customer service experience, including at least 6 months in a clinical environment.
Strong verbal and written communication skills.
Strong customer service skills.
Ability to work effectively with 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 demographic information for new patients and update information for established patients.
Answer telephone calls and direct them to the 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 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.
Prepare new patient charts and/or information packets.
Discuss patients’ financial accounts with them.
Verify patients’ insurance eligibility and primary care physicians.
Secure referrals to other providers for HMO patients.
Secure referrals from PCPs 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.