Patient Service Representative

Posted:
8/28/2024, 5:48:28 AM

Location(s):
Charlotte, North Carolina, United States ⋅ North Carolina, United States

Experience Level(s):
Junior

Field(s):
Customer Success & Support

Workplace Type:
On-site

Responsible for performing all aspects of the patient encounter from scheduling appointments, registering new patients, screening by phone or in person all patients through the check-out process and charge ticket review, batching and/or direct charge entry within an established & acceptable error rate; collects payments from patients; assumes responsibility for one or more functional areas as described based on daily assignments from Clinic Manager; assures that all paper work, documentation and medical records are ready and available at the time patients arrive for clinic visits.

Daily Operations

  • Performs front office and other clerical duties including, but not limited to: answers phones in a courteous and professional manner; greets all patients and confirms their appointment time; directs patient flow to assure smooth activity; pulls the medical record for those calls requiring it; opens and sorts mail; monitors waiting room activities, maintains clean waiting areas.
  • Accurately schedules all patient appointments and return appointments based on physician or student doctor and medical specialty; obtains, verifies and records patient demographic information including all insurance information required by the appointment system; verifies financial eligibility of all patients scheduled; obtains necessary authorizations based on patient’s insurance requirements; confirms all appointments within 48 hours of scheduled time; makes referral appointments for patients; performs scheduling maintenance as required by the system.
  • Responsible for collection activities in the service area to include co-payments, deductibles, non-covered services and self-pay balances;
  • Schedules revisit appointments as needed; conducts patient call backs as directed by provider.
  • Receives and processes payments per cash management policy and procedures; balances cash drawer at end of shift/day with daily balancing proof sheet;
  • Perform other duties as assigned.  Duties will be assigned in other clinic service areas as patient needs required.

                                                                                                                             

Required Skills

  •  Ability to work with little direct daily supervision.
  • Knowledge of data collection procedures.
  • Ability to prepare proposals and produce technical documents.
  • Ability to express ideas clearly and concisely verbally and in writing, including the ability to analyze and extract data from conversation and document.
  • Good interpersonal skills necessary to allow participant recruitment and to establish and maintain effective working relations with other study personnel.
  • Reasonable typing skills.
  • Knowledge of data base management.
  • Knowledge or willingness to learn analytical software such as SPSS, SAS…
  • Basic computer skills to include Microsoft Office components (Access, Word, Excel, PowerPoint)
  • Must have personal transportation

Required Education and Experience

  • High School diploma or equivalent is required.
  • Two years of experience as a medical receptionist, insurance processor or a similar position in a medical office, hospital, insurance company, health plan or other health related facility.
  • Experience with computerized scheduling and billing systems.
  • Bilingual preferred.