Patient Service Representative Jobs

About The Position

Requirements

• High school diploma or GED.
• At least 1 year of customer service or health care experience.
• Ability to maintain patient confidentiality.
• Ability to read, write, speak, and understand English.
• Basic computer skills, including Microsoft Excel, Word, Outlook, and Teams.
• High level of customer service skills, with a focus on problem resolution.
• Ability to perform the professional, clinical, or technical competencies of the assigned unit or department.

Nice To Haves

• College coursework completed toward an associate’s or bachelor’s degree.
• Clerical, registration, and/or customer service experience in a health care setting.
• For bilingual candidates, documented proof of language competencies through proficiency assessments.

Responsibilities

• Schedule internal and external department referrals, appointments, telehealth visits, surgeries, procedures, and ancillary services using Epic Cadence decision trees.
• Coordinate patient itineraries that may include multiple appointments, and maintain knowledge of appointment types, locations, providers, and specialties.
• Register patients during scheduling, including entering demographics, verifying insurance, completing Medicare Secondary Payer Questionnaires, preparing and scanning documents, updating documentation, and processing referrals, orders, and appointment requests.
• Complete preauthorization for clinic-specific visits and procedures as needed.
• Assist patients with MyChart activation and support, including online check-in before appointments and self-check-in at the clinic.
• Perform high-volume patient check-in and check-out and phone reception according to Health System standards.
• Obtain patient signatures for consent and financial forms and complete standard registration documentation and scanning in the EMR.
• Collect point-of-service amounts due, including copayments, coinsurance, and deductibles, according to EMR-generated patient estimates.
• Perform outpatient clinic direct rooming.
• Schedule follow-up internal and external diagnostic and therapeutic orders according to provider orders and create patient itineraries.
• Maintain front desk coverage until the last patient is dismissed, checked out, and any follow-up visits are scheduled.
• Attend and participate in daily clinic huddles, process improvement initiatives, and patient experience initiatives, including marketing campaigns and event registration.
• Support front desk, scheduling, telephone, and MyChart workflows and maintain productive working relationships with providers and clinical care teams.
• Communicate Health System policies to patients and patient advocates and maintain working knowledge of patient-related policies, procedures, services, and programs.
• Provide coverage at alternate locations when delegated by management to help meet critical staffing needs.
• Maintain the workspace and follow environmental cleaning and PPE guidelines under Health System policies and procedures.
• Complete required training and successfully pass 30-, 60-, and 90-day quality assessments.