Patient Services Representative

Job Description

Job Description

Position Summary:

The primary purpose of this position is to greet and direct patients and visitors, as well as answer/relay phone calls and messages, and to provide information in a professional and courteous manner.

Job Responsibilities:

• Greets and registers patients in a polite, prompt, helpful manner.
• Verifies and updates patient information per established patient registration procedures.
• Copies new/updated insurance cards and scans into our electronic health record
• Updates insurance information during the chec1‹ in process
• Verifies eligibility on insurance in collaboration with the Insurance Clerk and the DSS workers.
• Informs patients of payment/financial responsibilities.
• Collects co-payments and amounts due, as applicable; provides each patient a receipt.
• Communicates via patient tracking to nurse’s station that patient is registered and waiting.
• Interprets and translates for fellow employees and patients as needed.
• Follows approved medical group guidelines and appointment scheduling policies and procedures to schedules patients (new and existing) for each practitioner.
• Answers incoming telephone calls and expedites to proper individual.
• Correctly identify him/herself when answering the phone and follow TAPM phone etiquette policy
• Documents triage calls by listing patient name, telephone number, date of birth, and complaints/symptoms or illness; send information to nurse via task
• Maintains the waiting area in neat and orderly fashion.
• Schedules recheck and follow-up appointments, as required at the time of check out.
• Balances cash drawer and verify your insurance forms for the day
• Performs established closing procedures:
• Force close phones as instructed at the Wendover Location Only
• Turns in co-pay money collected
• Gathers documents processed during the day that remain to be filed
• Turns off monitors, copiers, and lights, and locks the front door.
• Prepares reports for all “no shows” and faxes to our community agency for follow up.
• Prepares report for supervisor, including details of all patients on recall list.
• Print immunization records as requested by patients
• Assist medical records, as needed.
• Abides by all company policies regarding safety/health rules and regulations.
• Prints final daily schedule to verify each patient who was registered and treated.
• Adapts to various situations and adjusts to shifting priorities.
• Performs other duties as assigned

Preparation and Training:

Job duties require a high school education with additional specialized courses. Must be proficient in English oral and written communication. Bi-Lingual Assistants must also be proficient in Spanish both oral and written communication. Must have a working knowledge of data processing equipment, computers (Excel, word processing), telephones, and such typical office machines and equipment. Must maintain excellent customer service abilities. Must maintain current NC driver’s license for occasional outside travel.