PATIENT SERVICES REPRESENTATIVE

Summary of Role

The Patient Services Representative is responsible for the intake of new patients, scheduling of patient appointments, updating Health Insurance plans and making cases as needed, checking dental managed care insurance to make sure Advantage Care is the dental home, answering phones and triaging calls in phone notes, inputting financial information to determine Sliding Fee, collecting, and posting payments, ordering supplies for health center, and other responsibilities as required by supervisor.

Responsibilities Enter/update demographic information in required field of EMR and obtain photographs for EMR registration panel, e-mail addresses as needed.

Greet each patient professionally and make sure they sign in and are marked as arrived on schedule.

Obtain signed documents (e.g., consents, financial, advance directives, etc.) from patient and scan in medical record.

Input financial information to determine the level in Sliding Fee Scale.

Complete purchase requisitions, scan documents, pick up and distribute mail.

Check patients eligibility including but not limited to Medicaid, Medicare, and third-party insurance and call insurance companies as needed.

Verbally ask at each appointment if there are changes in insurance coverage, address, and phone numbers.

Clear/monitor copier, shredder, and fax folder.

Answer phone and document in telephone note all necessary information, which is then sent to Medical Assistant folder.

Fax EMR documents as needed.

Receive payments by cash, charge and check and post payments.

Check all front-end portal folders.

Receive incoming calls from patients and schedule appointments.

Confirm all new patient appointments with personal phone calls.

Ensure that the appointment master scheduler is accurately maintained and updated as necessary.

Block vacation/personal/meeting/etc. dates/times in provider appointment schedules.

Retrieve dental history from dental insurance website and note what dental procedures have been completed with date of service and forward to dental staff.

Compliance with social distancing, adherence to PPE and infection protocols.

Perform other related duties as requested by supervisor.

Monitors Phreesia.

Deliver and pick up mail, as needed, daily.

Qualifications And Education Requirements High School Diploma or Equivalent required

Basic Life Support/AED certification required.

Strong Oral, Written And Organizational Skills Required. Prior experience coordinating activities of a busy medical office or health care center, preferred.

Skills Computer proficiency in all Microsoft Office Suite applications

Knowledge of Electronic Medical Record (EMR), preferred.

Excellent client /customer service orientation

Ability to deal effectively with a variety of people and work in a team environment.

Physical Requirements

There is no physical demand for this position.