Patient Services Representative (2nd Shift)

Patient Services Representative

Join the Leaders in Orthopedic Care! California Pacific Orthopedics is hiring Patient Services Representative(s) for our San Francisco team! Make a real impact supporting patients in a collaborative, innovative, and caring environment. If you thrive in fast-paced settings and love helping people, we want you! Ready to take your career to the next level? Discover what makes us the most sought-after team in the region! We offer a supportive, team-oriented culture with leadership that values work-life balance and flexibility for your well-being. Ready to make a difference? Apply today! As a Patient Services Representative, you'll greet and register patients, verify insurance, schedule appointments, and manage callsall while delivering outstanding service. Ready to join a top Bay Area team and grow your career? Apply today! The Patient Service Representative (PSR) serves as the first point of contact for patients and is responsible for providing exceptional customer service while supporting front desk operations, call center functions, scheduling, registration, and administrative duties.

Check patients in and out for appointments and schedule new and follow-up appointments as needed.

Triage patient questions, concerns, and issues and route them appropriately.

Verify and update patient demographics, insurance information, and contact information in the Electronic Health Record (EHR).

Scan, upload, and maintain patient documents within the EHR.

Collect copayments, outstanding balances, self-pay balances, and issue receipts as appropriate.

Coordinate appointment changes, cancellations, and rescheduling requests.

Provide call center support as needed.

Assist with MRI screening by contacting patients prior to their appointment to review MRI safety questions and confirm they can be safely scanned in the practice's MRI machine.

Obtain and document required MRI screening information accurately and escalate potential safety concerns to the appropriate clinical staff for review.

Answer incoming calls and return patient calls.

Document patient communications accurately within the EHR and route messages to clinical staff and providers as appropriate.

Return patient calls.

Meet established call center productivity, quality, and performance goals.

Respond to patients, providers, and staff in a professional, courteous, and service-oriented manner.

Collaborate effectively with providers, medical assistants, and administrative staff to ensure efficient patient flow and resolution of patient concerns.

Demonstrate professionalism, reliability, and strong communication skills in all interactions.

Adhere to all HIPAA, compliance, safety, privacy, and organizational policies and procedures.

Maintain knowledge of practice workflows, scheduling protocols, insurance requirements, and departmental procedures.

Participate in departmental meetings, training programs, and quality improvement initiatives as assigned.

Perform other duties, department-specific functions and responsibilities, and special projects as assigned by management.

Qualifications & Skills:

Minimum high school diploma or GED required.

Must have a minimum 2 years of customer service experience in a medical office, insurance, or call center.

Experience with scheduling appointments.

Ability to multi-task.

Must have tech skills with using one or more of the applications: MS Office, Office 365, Google Suite or Mac.

Experience using Electronic Health Record (EHR) (preferred).

Problem-solving and organizational skills.

Strong verbal/written communication and listening skills; including excellent telephone communication.

Ability to work independently on assigned tasks.

Ability to use general office equipment.

Schedule: MondayFriday, 11 AM - 8 PM.

What We Offer:

Competitive pay.

11 paid holidays and 3 weeks of Paid Time Off (PTO).

Annual Bonus, 401(k), profit sharing.

Medical, dental, vision, long term disability & life insurance.

Parental leave & employee discounts.

Supportive, inclusive team culture.

Work is on-site in a clinic/office setting. Must be able to use computers, phones, and office equipment. California Pacific Orthopaedics is an equal opportunity employer. All qualified applicants will be considered for employment regardless of race, religion, color, national origin, sex, sexual orientation, gender identity, age, marital status, status as a protected veteran, or status as a qualified individual with a disability.

California Pacific Orthopaedics