Patient Services Representative

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

• Greet, register, and check in patients; verify and update demographic and insurance information.
• Verifies eligibility on insurance in collaboration with the Insurance Clerk and the DSS workers.
• Collect co-pays and inform patients of financial responsibilities.
• Schedule appointments and follow-ups per clinic guidelines.
• Answer and route phone calls; document and relay patient messages/triage calls.
• Maintain accurate records and scan required documents into the system.
• Print immunization records as requested by patients.
• Communicate patient arrival to clinical staff and support care coordination.
• Maintain a clean, organized front desk and waiting area.
• Balance cash drawer, complete daily reports, and perform closing procedures.
• Assist with medical records and administrative tasks as needed.
• Follow all safety, confidentiality, and organizational policies.
• 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.
• 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.