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Patient Service Representative

CareWell Health

Job Summary

Register and preregister patients that present to the Woman Health Center, Family Health Center and Bariatrics by conducting interviews for demographic and financial information in accordance with the established financial guidelines

Essential Functions

Demonstrates the ability to register a patient in the EMR system of the center:
  • Contact patients in a courteous and respectful manner
  • Maintain confidentiality, security, and integrity in the management of patient information according to the hospital's policy and procedures.
  • Answer phones and ensure messages are documented appropriately and sent to the appropriate recipients.
  • Schedule office appointments for tests and surgeries as needed per patient care.
  • Accurately records the patient's demographic / insurance information into the registration system. Verifies information for accuracy and makes appropriate notes as needed.
  • Screen patients' insurance cards for validation and input insurance address in the system for accurate billing.
  • Ensure the use of the insurance verification system and make appropriate calls to insurance companies for verification/ referral information when needed.
  • Assess patient insurance coverage to determine if financial screening is needed. Refer all self-paying patients to the Financial Counselor.
  • Compare existing demographic/ insurance information in CE to current data presented from the patient to verify if information has changed and adjust accordingly. Collects and scan all necessary documents to ensure that all information is received at the point of registration (i.e. insurance cards, ID, referrals and authorizations).
  • Print and separate by physician all registration documents and place in the designated area for all registrars to access.
  • Collect deductibles or co-payment from patients and maintain numerical/manual receipts. Forward all payments to the cashier.
  • Assist with referrals and authorizations needed for surgeries, endos, and radiology and nutritional.
  • Collects and scans all necessary documents to ensure that all information is received for patient care
  • Completes all required documentation to comply with all State/ Federal regulations, third party regulations and distributes appropriate literature.
  • Work on/ complete reports and tasks that are assigned in a timely manner
  • Cross-trained to provide coverage when needed.
  • Participates in ongoing training to ensure skill sets are maintained.
  • Participates in quality improvement activities.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Minimum Education/Certifications
Requires High School Diploma. Ability to type and effectively use a personal computer is essential. Certification from National Association of Healthcare Access Management is a plus.


Minimum Work Experience
Minimum of one-year experience in a healthcare environment and previous knowledge of healthcare insurance carriers preferred.

Working Conditions

Routine work, following specific instructions. Must be able to sit at a desk for long periods of time. Must be able to work with difficult patients and under stressful situations. Physical demands require manual and finger dexterity and eye-hand coordination.
Vacancy posted 12 hours ago
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