About The Position

The Patient Services Representative is responsible for assigned aspects of front-office management and operations in a clinical practice. The role supports patient registration, billing, payment collection, scheduling, insurance processing, medical records, and communication between patients and medical support staff. Team members are expected to understand and comply with Prisma Health’s purpose: “Inspire health. Serve with compassion. Be the difference.” The representative greets and assists patients and visitors, checks in patients, verifies and updates registration and insurance information, obtains required signatures, answers routine questions, coordinates patient movement, and supports appointment and surgery scheduling. The role also processes charges and payments, balances daily reports and cash drawers, prepares deposits, assists with billing and insurance claims, follows up on unpaid accounts, and helps resolve patient billing concerns. The position includes preparing, routing, filing, maintaining, and retiring medical records in accordance with established policies. The representative works with patients, physicians, medical assistants, insurance companies, and other staff to support accurate coding, billing, account resolution, and care-related administrative processes. The role requires confidentiality, a neat and professional appearance, and a commitment to service.

Requirements

  • High school diploma or equivalent, or a post-high-school diploma.
  • No previous experience required.
  • Maintain strict confidentiality and a neat, professional appearance.

Nice To Haves

  • Associate degree in a technical specialty program of at least 18 months.
  • Experience in a multi-specialty group practice setting.
  • Basic understanding of ICD-9 and CPT coding.

Responsibilities

  • Perform complete and accurate patient registration, verify patient status, and update registration, insurance, financial, and patient-account information.
  • Greet and assist patients and visitors, check in patients, obtain required signatures, answer routine questions, and assist patients with ambulatory difficulties.
  • Provide front-office phone support, screen visitors, maintain appointment schedules, and schedule surgeries, ancillary services, follow-up appointments, and admissions as requested.
  • Gather, code, enter, and post outpatient charges and diagnoses; verify coding, charges, insurance status, and charge-entry balancing.
  • Collect patient payments and prepayments, process vouchers and private payments, issue receipts, monitor and balance the cash drawer, and prepare daily cash deposits.
  • Post payments, maintain account records, produce daily reports, and close computer files and batches in accordance with policy.
  • Assist patients with insurance claims, forms, pre-certification, benefits, disability claims, and financial agreements; follow up with insurers to confirm coverage and payment.
  • Process unpaid accounts and collection actions, contact patients and third-party payers, resubmit claims, help establish payment plans, and participate in account resolution.
  • Identify and resolve patient billing complaints and process edits and customer-service or collection requests within specified time frames.
  • Research and gather billing information, including charge information from physicians; distribute billing information and process statements and returned mail.
  • Prepare, assemble, route, retrieve, file, and maintain patient charts and medical records; correct misfiles, repair damaged charts, purge obsolete records, and destroy outdated records according to policy.
  • Coordinate patient and chart movement with medical assistants and other staff, and retrieve or distribute lab reports, dictations, X-rays, and correspondence.
  • Maintain physician schedules, patient profiles, files, referral slips, medical authorizations, insurance slips, and required reports.
  • Identify trends and communicate problems to management.
  • Maintain confidentiality, a neat and professional appearance, and service standards; participate in educational activities and perform other assigned duties.
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