Patient Service Associate- Duke Lake Norman Surgery Mooresville

Job Summary Coordinate and participate in a variety of duties associated with the daily clinic preparation process, patient identification, patient check‑in/out, charge posting, cash management and patient appointment scheduling. The position also involves customer service, message distribution, ancillary scheduling and preparation, and referrals management. Location Duke Health Lake Norman Hospital, 170 Medical Park Rd, Suite 210, Mooresville, NC 28117-8583 (Mooresville, North Carolina) Hours Monday–Thursday 8:00 a.m. – 5:00 p.m.; Friday 8:00 a.m. – 3:00 p.m. Responsibilities Prepare for clinic visits by reviewing next‑day patients and completing next‑day preparation activities. Enter pre‑visit orders and prepare new patient charts. Pick up X‑rays, office charts, medical records, reports, petty cash, and collections bag. File history sheets, ancillary reports, and all other required patient record documentation. Return medical records. Attach HIPPA/Medicare documents to encounter forms. Check in patients upon arrival in the practice. Identify correct patient information in Maestro Care. Verify patient demographic data and edit Maestro Care as needed. Accurately identify the appropriate account for patient visit. Present and educate patients on required forms and obtain signature as required by policy and procedure. Complete all Maestro Care check‑in files and manage all appropriate alerts. Collect and post co‑payments and balances on accounts due. Imprint all patient‑specific chart documents and requisition/transmittal documents. Copy, file, and distribute insurance cards as indicated by procedure. Coordinate all labs/procedures as requested. Maintain private physician office charts. Prepare encounter forms. Investigate and account for missing encounter forms. Audit encounter forms for completeness and accuracy before batching. Batches encounter forms or charge posting in Maestro Care. Schedule tests and procedures. Complete and distribute ancillary service requisitions. Explain billing to patients according to PRMO credit and collection policies. Determine the amount of cash to be collected based on insurance plan. Check out patients. Make return appointments by scheduling patients into the correct appointment type, entering the primary care physician or referring physician and scheduling tests and procedures. Answer telephone, take and deliver messages to physicians, nurses and others. Report obtained medical information from patients and referring physicians accurately, completely and timely. Disseminate messages according to practice communication standards. Knowledge, Skills, and Abilities Strong verbal and written communication. Basic PC and data entry skills. Knowledge of medical terminology and telephone etiquette. Demonstrated ability to organize and prioritize work. Ability to provide oral and written instructions and interact tactfully with customers. Ability to establish and maintain effective relationships with others. Ability to apply specific departmental policies, rules and regulations relating to verifying patient information, collecting payments and maintaining records and forms. Minimum Qualifications Education: High‑school diploma or equivalent; knowledge of basic grammar and mathematical principles normally acquired through high‑school education. Experience: Minimum of one year of work experience in directly communicating and providing service to patients or the public; preferably in a healthcare related field. Experience: Experience in effectively coordinating multiple tasks or activities. Degrees, Licensures, Certifications: None required. Equal‑Opportunity Employer Statement Duke is an Equal‑Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy‑related conditions), sexual orientation or military status. Essential Physical Job Functions Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department. #J-18808-Ljbffr Duke University Health System