Patient Representative Jobs

About The Position

Requirements

• High school diploma or equivalent.
• 1–2 years of relevant public-contact experience.
• At least 1 year of front-office or reception experience; medical-office experience is preferred.
• Superior customer service and strong interpersonal skills, including patience, composure, and cooperation.
• Follow safety, risk-management, and precautionary procedures, including OSHA/WISHA requirements and HIPAA confidentiality.
• Use time efficiently and maintain quality, detail, accuracy, and completion.
• Flexibility with varied hours and dependable attendance.
• Remain objective and adapt to change, delays, or unexpected events while maintaining a positive mindset.
• Clear oral and written communication skills.
• Ability to provide feedback to improve performance.
• Self-motivation and ability to work independently with little supervision, measure performance against high standards, and overcome obstacles.
• Ability to prepare records according to detailed instructions.
• Ability to type with speed and accuracy.

Nice To Haves

• Medical-office experience.
• Practice management experience.

Responsibilities

• Provide exemplary customer service in person and over the phone.
• Greet and direct patients, vendors, and visitors.
• Schedule appointments in accordance with established protocols and office policies, including follow-ups.
• Check in established and new patients and verify information, insurance, and referrals; ensure consent forms and patient information are current in practice management and electronic medical record systems.
• Answer and screen calls on a multiline phone system, take messages, schedule appointments, and direct calls and messages to the appropriate staff or physicians.
• Identify payor source and verify insurance eligibility and financial status.
• Accurately enter personal health and financial information into the practice management system while complying with patient privacy laws.
• Assist patients with check-in and paperwork or forms as needed.
• Communicate appointment status, wait times, cancellations, and rescheduling proactively.
• Review records for completeness, print necessary updates, and organize records.
• Review physician clinic schedules for accuracy.
• Collect and post co-pays, coinsurance, pre-payments, and balances due on patient accounts.
• Coordinate with medical assistants and the clinical team to facilitate patient flow.
• Schedule appointments, conferences, and meetings in person as requested.
• Arrange interpreters for patient appointments as needed.
• Complete assigned duties and assist others as directed.
• Follow policies introduced during onboarding, updated in real time, and outlined in the Associate Handbook.

Benefits

• Health coverage
• 401(k) with match
• Profit sharing
• Paid time off (PTO)