Patient Services Representative (PSR) - Metabolic & Bariatric Surgery Clinic

Patient Services Representative (PSR) - Metabolic & Bariatric Surgery Clinic

This position may be filled as a Patient Services Representative Level 2 or 3, depending on individual experience, expertise, and qualifications.

The Patient Services Representative coordinates schedules of patients in an out-patient clinic and provides clerical assistance toward the smooth operation of the facility.

Essential Responsibilities

• Schedules patient appointments, either by telephone or in person.
• Provides information about clinic operations.
• Obtains patient demographics on new patients and updates demographics on established patients.
• Answers telephone calls and distributes to the appropriate people.
• Coordinates schedules as directed to patients requiring multiple services.
• Verified insurance eligibility, secures referrals, and follow up with status of referrals when communicating to patients.
• Reports out abandon call rate in Tiered Huddles.
• Greets patients as they come into the clinic for scheduled appointments.
• Accepts payments and writes receipts.
• Distributes encounter forms and inspects the form for completeness and accuracy.
• Ensures the resident and faculty signatures are on the encounter form and chart.
• Copies insurance cards and uploads into the EMR as appropriate.
• Balances and closes personal Cash Drawer Reconciliation, daily.
• Prepares ancillary forms for other services (i.e. x-rays, vascular services, etc.)
• Promotes the organizations Patient Portal for communication between patient and clinic.
• Pulls patient charts for appointments or to file lab, x-ray, hospital information or other information into the chart.
• Copies medical records for patients and other providers or facilities.
• Makes up new patient charts and/or packets of information
• Validates all handouts are within compliance date.
• Requests medical records from other facilities.
• Talks to patients about financial accounts.
• Verifies insurance eligibility and primary care physicians for patients.
• Secures referrals to other providers for HMO patients.
• Secures referrals from PCPs for HMO patients to be seen in the clinic.
• Collects and verifies proof of income in order to determine what sliding scale discount is appropriate, if any.
• Monitor and act on WQs in EMR for Referrals.
• Transcribes outside referrals into organizations EMR.
• Coordinates referral process for patient access to clinical care.
• Dispenses supplies as needed.
• Participates in Quality Improvement activities.
• Notifies appropriate person when supplies are low and need to be reordered.
• Types notes and letters for physicians as needed, via letter or patient portal.
• Makes immunization cards as needed.
• Sorts and distributes mail.
• Communicates with patients of all ages in a professional manner at all times.
• Communicates with co-workers and employees in a manner which promotes a highly "team oriented" approach.
• Enhances professional growth and development through in-service meetings and education programs.
• Maintains patient confidentiality.

General Responsibilities

• Performs other duties as assigned.

Minimum Qualifications (Level II)

Education Requirements

• High School Diploma or GED required.

Experience Requirements

• 3 or more years of experience in customer service, including at least 6 months in a clinical environment, required.

License/Certification/Registration Requirements

• None required.

Minimum Qualifications (Level III)

Education Requirements

• Associate's Degree required.

Experience Requirements

• 5 or more years of experience in admitting, financial counseling, patient registration, or related area required.

License/Certification/Registration Requirements

• None required.

Knowledge/Skills/Abilities Requirements

• Advanced verbal and written communication skills.
• Advanced customer service skills.
• Advanced ability to work effectively with other employees, patients, and external parties.
• Advanced proficiency with the use of Microsoft Office tools.
• Knowledge of hospital policies and procedures.
• Keyboarding skills sufficient to meet the requirements of the position.

OU Health is an equal opportunity employer. We offer a comprehensive benefits package, including PTO, 401(k), medical and dental plans, and many more. We know that a total benefits and compensation package, designed to meet your specific needs both inside and outside of the work environment, create peace of mind for you and your family.