Patient Representative Jobs

About The Position

Requirements

• High school diploma or equivalent required.
• Formal training and at least one year of experience as a medical assistant, medical secretary, health unit coordinator, nursing assistant, or in a similar role; alternatively, at least two years of patient-care experience with familiarity with medication names and purposes, basic medical terminology, common diagnoses and surgeries, and patient health interviewing skills.

Nice To Haves

• Previous medical office experience.
• Medical terminology coursework.
• Bilingual in English and Spanish.

Responsibilities

• Update referral, demographic, and insurance information in the practice management database.
• Schedule office and procedure visits according to physician appointment parameters and preferences.
• Update referral and recall entries in the practice management system.
• Make decisions about safe procedure preparation and scheduling based on physician preferences.
• Select appropriate preparation information and provide verbal patient education to supplement written procedure instructions.
• Call preparation prescriptions to the pharmacy when patients cannot receive them by mail.
• Communicate special pre-appointment follow-up needs to clinical or endoscopy staff, such as anticoagulant, antiplatelet, or ICD instructions.
• Provide patients with appropriate forms, literature, and instructions.
• Clearly and neatly document patient interactions, education, and other communications.
• Communicate operational issues, daily scheduling conflicts, and potential issues with referring physicians to the Scheduling Manager, Endoscopy Manager, or Clinic Manager as needed.
• Evaluate referrals and direct messages against physician preferences and practice guidelines, and initiate patient contact within 24–48 hours of the request.
• Seek physician or manager assistance when a referral falls outside normal parameters.
• Notify referring physicians of patient appointments or inability to schedule patients.
• Schedule specialty appointments, including but not limited to BRAVO, CAP, EMR, ERCP, ESD, EUS, FMT, PEG, PNE, and hospital appointments.
• Monitor wait lists and reports for clinic and endoscopy follow-up appointments.
• Monitor the patient portal and g-reminders for patient communications.
• Help optimize physician and physician extender time by monitoring and condensing schedules.
• Pick up tasks and portal inbox messages for central scheduling.
• Process hospital follow-up and contact patients to schedule; send clinical follow-up to the appropriate clinical team member.

Benefits

• Paid time off.
• 401(k) plan with employer match.
• Education reimbursement opportunities with annual support based on employment status.
• Internal growth opportunities and training and development.
• Health and supplemental benefits, with FSA and HSA options.
• Employee referral bonus.