Patient Services Representative

Job Description

Job Description

Description:

Balance Health is the nation’s premier comprehensive lower-extremity focused Physician Practice. We provide leading podiatrists, orthopedic surgeons, and physical therapists with operational support so they can spend their time focused on growing their business and delivering exceptional patient care.  

Position Overview

We are seeking a Patient Services Representative (PSR) to serve as the first point of contact for our patients. In this role, you will be responsible for welcoming patients, managing appointment scheduling, and ensuring a seamless check-in and check-out experience. You will also support a variety of administrative and office functions as needed.

Working closely with both providers and patients, you will play a key role in maintaining efficient daily operations while delivering a high standard of compassionate care. This position is ideal for someone who thrives in a fast-paced environment and enjoys a dynamic, patient-facing role.

Travel Requirement: This is an on-site position based in our Avon office. 

Duties and Responsibilities

• Answer incoming calls promptly and direct them appropriately, including taking accurate, detailed messages and ensuring timely follow-up 
• Schedule appointments for new and existing patients both by phone and in person 
• Greet patients warmly upon arrival and efficiently manage the check-in and check-out process 
• Utilize the electronic medical record (EMR) system to: 
• Verify insurance coverage and process disability forms 
• Confirm that referrals and prior authorizations are obtained and documented 
• Update patient demographic information as needed 
• Collect co-pays and outstanding balances in a professional manner 
• Perform other duties as assigned to support clinic operations

  Education and Experience

• 1-2 years of experience working in a professional medical office environment responsible for the front desk, or similar role.
• Minimum of high-school diploma or equivalent.
• Experience using ModMed 
• The ability to handle challenging situations with extreme patience and professionalism.
• Effective time management and organizational skills including prioritizing daily tasks.
• Excellent verbal, written, and listening communication skills to interact with patients, physicians, coworkers, and vendors in a professional, courteous manner.
• Must be committed and reliable reporting to work on time as scheduled to ensure business needs are met.
• Experience working in a team environment and understands the commitment to be collaborative.
• Must be able to ensure accurate, timely completion of assigned tasks.
• Respectfully accepts coaching and guidance provided constructively to ensure continual improvement, career growth, and development. 
• PC Proficient with good working knowledge of Microsoft Office, including Word, Excel, and Outlook.
• Understands additional tasks may be assigned to meet business needs. 

Benefits:

• Medical, Dental, and Vision Plans
• HSA with Employer Contribution
• FSA
• Generous PTO Program
• 401k with a 4% Match
• Employee Assistance Program
• Life and AD&D Insurance
• Employer paid Short-Term Disability
• Long-Term Disability
• Pet Insurance

PHYSICAL DEMANDS/ ENVIRONMENTAL FACTORS:

This job description is not designed to cover or contain a comprehensive listing of duties or responsibilities that are required of the employee. Balance Health is proud to be an affirmative action employer and we are committed to an equal opportunity workplace, regardless of race, color, religion, sex, sexual orientation, ender identity, ancestry, citizenship, national origin, marital status, veteran status or disability. If you have a disability or special need that requires accommodation, please let us know.

• While performing the duties of this job, the employee is regularly required to stand or sit; use hands; and talk or hear
• Specific vision abilities required by this job include close vision, distance vision and depth perception
• Must be able to lift/carry up to 25lbs

AMERICAN WITH DISABILITIES ACT (ADA) SPECIFICATIONS:

Qualified individuals with disabilities may make a request for reasonable accommodation to the Director of Human Resources. Upon receipt of an accommodation request, the Director of Human Resources will meet with the requesting individual to discuss and identify the precise limitations resulting from the disability and the potential accommodation that might help overcome those limitations. The Director of Human Resources in conjunction with a medical review (and, if necessary, other appropriate management representatives) will determine the feasibility of the requested accommodation and the impact on the business operation. The Director of Human Resources will inform the qualified individual of the decision of the accommodation request or how to make the accommodation.To find out more, visit