Patient Services Rep I
University HealthCare Alliance (UHA)
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This is a Stanford Medicine Partners job. A Brief Overview Under general supervision, operates as part of the care team performing a variety of functions such as greeting patients, patient registration, insurance coverage and eligibility verification, scheduling and telephone management. The PSR I is an entry-level position with limited or no prior experience; under general supervision and performs a variety of clerical and patient care duties to assist practitioners and other members of health care team. For situations where the PSR is designated as a "trainee," the incumbent will work under close supervision, requiring mentor sign-off on certain activities.
What You Will Do
- C-I-CARE
- Executes world class practices of service and patient care in support of C-I-CARE standards.
- Uses C-I-CARE templates and the following components for all communication with patients and staff:
- CONNECT with people by calling them their proper name, or the name they prefer (Mr., Ms., Dr.)
- INTRODUCE yourself and your role
- COMMUNICATE what you are going to do, how long it will take, and how it will impact the patient
- ASK permission before entering a room, examining a patient or undertaking an activity
- RESPOND to patient's questions or requests promptly; anticipate patient needs
- EXIT courteously with an explanation of what will come next
- Job Scope
- Performs routine support work and in a learning capacity, assists in but not limited to the following:
- Greets patients and others entering the department in a courteous and professional manner in accordance with performance standards.
- Registers new patients, schedule appointments and updates existing patient accounts in a courteous and professional manner in accordance with performance standards.
- Identifies accepted insurance plans and those requiring referrals, obtains and updates insurance information if necessary.
- Determines if patient has a co-payment or deposit; accepts and records receipt of payment; provides applicable waiver and obtains appropriate signature; and, when appropriate, scans copy of patient's photo ID, insurance card, and/or waiver.
- Obtains applicable consent from patient.
- Resolves any system red flags as they are encountered.
- Responds to requests from patients, family members, physicians and staff in a courteous and professional manner in accordance with performance standards.
- Facilities communication between the patients and the physicians or clinic.
- Delivers basic knowledge regarding clinic-specific processes.
- Accurately documents and routes calls to the appropriate department(s).
- Manages flow of information received from various sources to appropriate staff member. May handle and deliver requests for approvals requiring signatures or input, lab reports, correspondence, dictations, and medical records.
- Communicates with clinical staff/providers through telephone encounters.
- Resolves registration discrepancies via assigned work queues.
- Balances cash sheet and cash drawer, completes daily deposit summary and prepares monthly deposit summary in accordance with performance standards.
- Delivers consistent high-level of customer service by using CI-Care principles.
- Meets all regulatory and compliance standards.
- Knowledge
- Learns to apply general knowledge through work assignments.
- Level of Supervision
- Works under general supervision and performs a variety of clerical and patient care duties to assist practitioners and other members of health care team.
- For situations where the PSR is designated as a "trainee," the incumbent will work under close supervision, requiring mentor sign-off on certain activities.
- All other duties as assigned including department-specific functions and responsibilities:
- Performs other duties as assigned and participates in organization projects as assigned.
- Adheres to safety, P4P's (if applicable), HIPAA and compliance policies.
Education Qualifications
- High school graduate or equivalent required.
Experience Qualifications
- One (1) year of customer service experience in a medical office, insurance, or client services environment required.
- Graduate of a Medical Receptionist training program, healthcare experience, or related preferred.
- EPIC experience preferred.
Required Knowledge, Skills and Abilities
- Strong verbal/written communication and listening skills; including excellent interpersonal skills and telephone communication.
- Ability to maintain composure during challenging interpersonal interactions.
- Legible handwriting.
- Basic math skills necessary to collect payments and balance cash drawer.
- Basic computer skills to include keyboarding, mouse movement and data entry skills to enter information into practice management system and EHR.
- Ability to effectively organize and prioritize tasks in order to complete assignments within the time allotted and maintain standard workflow.
- Ability to work with others in a flexible, cooperative manner.
Physical Demands and Work Conditions Physical Demands
- Constant Sitting.
- Occasional Walking.
- Occasional Standing.
- Frequent Bending.
- Occasional Squatting.
- Seldom Climbing.
- Occasional Kneeling.
- Seldom Crawling.
- Frequent Hand Use.
- Frequent Repetitive Motion Hand Use.
- Occasional Grasping.
- Occasional Fine Manipulation.
- Frequent Pushing and Pulling.
- Occasional Reaching (above shoulder level).
- Frequent Twisting and Turning (Neck and Waist).
- Constant Vision (Color, Peripheral, Distance, Focus).
Lifting
- Frequent lifting of 0 - 10 lbs.
- Frequent lifting of 11 - 20 lbs.
- Occasional lifting of 21 - 30 lbs.
- Occasional lifting of 31 - 40 lbs.
- Seldom lifting of 40+ lbs.
Carrying
- Frequent lifting of 0 - 10 lbs.
- Frequent lifting of 11 - 20 lbs.
- Occasional lifting of 21 - 30 lbs.
- Occasional lifting of 31 - 40 lbs.
- Seldom lifting of 40+ lbs.
Working Environment
- Occasional Driving cars, trucks, forklifts and other equipment.
- Frequent Working around equipment and machinery.
- Seldom Walking on uneven ground.
- Seldom Exposure to excessive noise.
- Seldom Exposure to extremes in temperature, humidity or wetness.
- Seldom Exposure to dust, gas, fumes or chemicals.
- Seldom Working at heights.
- Seldom Operation of foot controls or repetitive foot movement.
- Seldom Use of special visual or auditory protective equipment.
- Seldom Use of respirator.
- Seldom Working with biohazards such as blood borne pathogens, hospital waste, etc..
Blood Borne Pathogens
- Category II - Tasks that involve NO exposure to blood, body fluids or tissues, but employment may require performing unplanned Category I tasks
Travel Requirements
- 20% travel:
These principles apply to ALL employees: Commitment to Providing an Exceptional Patient & Family Experience University HealthCare Alliance dba Stanford
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