Patient Representative Jobs

About The Position

Requirements

• High school diploma or equivalent, required.
• Proficiency with EMR systems, Microsoft Office, and office equipment.
• Ability to multitask in a fast-paced environment while maintaining accuracy and a positive attitude.
• Ability to handle confidential information with professionalism.
• Travel between offices/clinics in the Greater Charlotte area as needed.

Nice To Haves

• Associates degree or higher preferred.
• A minimum of 3 years of prior experience in customer service or a patient-facing medical office role, highly preferred.
• Strong communication skills—professional, clear, and courteous.

Responsibilities

• Welcome and check in patients; ensure efficient and courteous patient flow.
• Verify and enter patient demographics and insurance information in the EHR.
• Schedule, reschedule, and cancel appointments.
• Operate a multi-line phone system; monitor and return messages promptly.
• Process check-out, collect co-pays and balances, and help patients understand statements and payment plans.
• Assist patients with kiosk usage and resolve appointment report errors.
• Maintain work queues and index documents into the EHR.
• Keep lobby and patient areas clean and organized.
• Support clinical teams by sending messages, scanning documents, organizing mail, and other administrative needs.
• Demonstrate professionalism, confidentiality, and adherence to CEENTA policies.
• Greet patients with a welcoming smile, complete check-in processes, verify insurance, schedule visits, collect payments, respond to calls and messages, and assist with administrative needs such as scanning, document indexing, and distributing incoming communication.
• Play a central role in keeping the clinic running smoothly and ensuring every patient feels cared for.