Patient Services Representative

UNION SQUARE EYE CARE

JOB DESCRIPTION

POSITION: Patient Services Team Member Union Square

REPORTS TO: Assistant Manager/Manager

JOB SUMMARY: This individual will be assigned daily by the Assistant Manager/Manager to either theFront Desk or Back Office and is responsible for completing all tasks with regard to patients’ non-clinical needs at Union Square Eye Care.

EDUCATION AND EXPERIENCE:

1. High school diploma or equivalent.

2. Two years minimum experience in medical practice or equivalent as approved by management.

ESSENTIAL SKILLS AND ABILITIES:

1. Excellent customer service and communication skills.

2. Empathetic personality and attention to patient’s needs.

3. Consistent friendly and upbeat demeanor.

4. Management of multiple tasks simultaneously.

5. Strong problem-solving skills.

6. Strong computer skills.

7. Ability to work as a team member.

8. Strong organizational skills with attention to detail

9. Individual who takes pride in his/her work and our practice.

10. Respectful treatment of patients and co-workers.

RESPONSIBILITIES – FRONT DESK

Opening : 1. Turn on all the lights in the practice, make sure office is ready for patients (office is neat and orderly, forms needed for the day are ready on clip boards with pen, all office printers have paper).

Patient Check-In:

1. Make sure your phone is logged in (when appropriate) and greet patients when they enter the practice.

2. Complete all practice management check-in steps including verifying insurance/demographic information, collecting co-pays, checking for referrals and scanning documents,

3. Complete all medical record check-in steps including arriving patient in the EMR system

4. Encourage patients to browse in our optical while they wait.

Patient Check-Out:

1. Provide patients with appropriate prescriptions (optical/medical), patient education materials, and Patient Portal Letter.

2. Encourage patients to shop in our optical.3. Schedule all patients for return/follow-up appointments, if needed

Closing:

1. Complete closing checklist/paperwork for management.

2. Make sure all lights are turned off, exam rooms have been properly shut down, and practice is neat and orderly for patients the next day.

RESPONSIBILITIES – BACK OFFICE

Answering Telephones:

1. Answer all calls promptly and treat callers with kindness and patience.

2. For patient appointments, complete all phone protocol steps including verifying patient DOB, address, insurance information, phone #, cell phone #, email address need for a referral.

3. For messages for providers be sure to take down pertinent information (patient’s name, DOB, reason for call) accurately.

4. Handle all patient phone requests promptly (copy of prescriptions, need forms/medical records, etc.).

Office Tasks:

1. Work bump list and tickler list, check incoming faxes, check voicemails, work on recall lists, work on no show buckets

2. Check incoming messages from patient portal and respond within 24 hours

3. Complete medical record requests

4. Send IME reports

5. Handle glasses/contact lens RX requests

6. Contact lens verifications & website requests

7. Authorizations for MRIs, CTs, Lasers, Injections, etc

8. Work buckets - open balances report, eligibility issues

9. Check patient deductibles and out of pocket estimates

10. Provider credentialing

11. Work the eligibility and phone list

12. HMO referrals1

13. Handle all incoming referrals from referring doctors (par8o, One Medical, IFH, Betances, etc)

14. Inventory and unpack deliveries1

15. Prior authorization for medications and prescription refills

16. Open and sort mail and contact lens deliveries

Performs other duties as required:

1. Log into the phone system during slow time and/or when assigned.

2. Inventory kitchen/office supplies and notify management in a timely manner when supplies are low.

3. Perform diagnostic testing if trained.

4. Cleans/stocks bathrooms as assigned

5. Assists with facility cleanliness and maintenance as needed.

6. Meets regulatory, licensure, and annual health assessment requirements.

7. Observes all Union Square Eye Care’s policies, procedures and handbook requirements.

8. Any additional responsibilities assigned by management including reporting to work assignments at any Union Square Eye Care office.

Duties and responsibilities may be added, deleted or changed at any time at the discretion of management, formally or informally, either verbally or in writing.

Job Type: Full-time

Pay: From $19.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off

Work Location: In person