About The Position

The Patient Financial Services Representative (PFSR) serves as the first point of contact for patients and guarantors in a hospital, ambulatory, or medical office setting. The representative gathers and verifies demographic, financial, and insurance eligibility information, answers questions, and ensures required notices and consent forms are signed. The role requires excellent communication and critical-thinking skills, decisive judgment, the ability to work with minimal supervision in a stressful environment, and the ability to collaborate and build relationships. Depending on the setting, additional duties may include specialty authorizations, appointment and procedure scheduling, patient referrals, discharge functions, identification bands, and handling patient requests. Physician-practice employees must be willing to travel to other locations as business needs require; mileage reimbursement is provided.

Requirements

  • High school diploma or equivalent.
  • No experience required.
  • Excellent communication and critical-thinking skills, decisive judgment, and ability to work with minimal supervision.
  • Ability to work in a stressful environment, take appropriate action, and collaborate effectively.
  • For Physician Practices (MPG, MPC, and UCC), willingness to travel to other locations based on business needs.

Nice To Haves

  • One year of related hospital, medical office, or customer service experience preferred.

Responsibilities

  • Greet patients and guarantors and interview them at a workstation or bedside to obtain required information, including a copy of identification.
  • Gather and verify demographic, financial, and insurance eligibility information.
  • Explain policies and regulatory and financial consent forms, and obtain required signatures.
  • Verify insurance benefits, obtain insurance cards, confirm active coverage, and determine the correct filing order for multiple coverages.
  • Obtain pre-certification and authorization; in specialty practices, obtain specialty authorizations and handle authorization denials and peer-to-peer processes.
  • Collect patient out-of-pocket responsibility according to collection guidelines, provide estimates when requested, and prepare and balance daily payment deposits.
  • May confirm physician and prescription orders for accuracy and schedule walk-in appointments for offered services.
  • May perform patient discharge functions, including reviewing the after-visit summary, scheduling future appointments, and arranging referrals.
  • Provide exceptional customer service, answer questions and concerns courteously and promptly, and guide patients to appropriate service destinations when needed.
  • In specialty practices, schedule patient appointments and procedures, handle incoming calls and physician and hospital back-line calls, and obtain and confirm referrals.
  • In hospital settings, validate patient identity and place identification bands, obtain signatures for hospital-specific regulatory forms, authorize walk-in appointments, and determine when financial assistance is needed.
  • In Memorial Primary Care, support MIH-MPC referrals, payment collection and eligibility scheduling; process referral work queues and same-day access requests; coordinate real-time patient requests with the Patient Access Center; and address prescription refill requests, MyChart patient advice requests, and provider scheduling templates.
  • For Physician Practices (MPG, MPC, and UCC), travel to other locations as required by business needs.

Benefits

  • Mileage reimbursement is provided for travel to other locations when required for Physician Practices.
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