Patient Representative Jobs

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About The Position

Greets, instructs, directs, and schedules patients and visitors, and serves as a liaison between patients and medical support staff. The role may assist with various clinic duties, verify insurance benefits, assist with referrals, collect payments, and prepare cash for deposits. The representative supports patient check-in and clinic operations by updating medical records and patient information, assisting with forms and ambulatory difficulties, notifying clinical staff when patients are ready, managing calls and correspondence, and maintaining an orderly work area. The role also follows CHRISTUS Health privacy, safety, quality, and infection-control policies and supports the CHRISTUS Mission, Code of Ethics, Service Guarantee, and cultural diversity objectives.

Requirements

  • High school diploma or equivalent.
  • Word-processing and computer experience.
  • Excellent interpersonal skills and the ability to communicate well.
  • Strong organizational skills and the ability to perform multiple tasks in a busy environment.
  • Ability to operate a 10-key calculator by touch, telephone, computer, copier, and fax machine.

Nice To Haves

  • Knowledge of medical terminology.
  • Professional medical records documentation and writing skills.
  • Ability to type 40 words per minute.

Responsibilities

  • Greet patients and visitors promptly, courteously, and helpfully.
  • Check in patients; verify and update information in medical records; and enter patient demographic and insurance information into the computer.
  • Assist patients with completing necessary forms and with ambulatory difficulties.
  • Notify clinical staff when a patient is ready.
  • Maintain appropriate cash levels and balance the cash drawer according to company procedures.
  • Process patient payments and post them in the company billing system.
  • Refer patients to a financial counselor representative for clarification or discussion of accounts and payment terms, following collections policy guidelines.
  • Participate with other staff in collecting prior balances at the time of service.
  • Maintain and follow office scheduling policies.
  • Answer the telephone, screen calls, take messages, and provide information.
  • Type correspondence as directed; sort and deliver mail, medical records, and other correspondence.
  • Screen visitors and respond to routine requests for information.
  • Keep the work area and lobby neat and orderly.
  • Attend meetings as required.
  • Follow CHRISTUS Health HIPAA guidelines and maintain strict confidentiality of protected health information.
  • Use oral and written communication skills to convey ideas clearly and positively in a manner consistent with the CHRISTUS Mission.
  • Maintain CHRISTUS Health policies, procedures, objectives, quality assurance, safety, environmental, and infection-control requirements.
  • Perform responsibilities consistently with the CHRISTUS Mission and Code of Ethics and support cultural diversity objectives and the CHRISTUS Service Guarantee.
  • Perform other related work as assigned by leadership.

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