Patient Service Representative

Job Description

Job Description

General Summary: A nonexempt, clerical position responsible for making appointments for patients following medical/ Dental practice procedures. Tasks may be integrated into another position.

Essential Job Responsibilities:

1. Schedules appointments for patients either by phone or in person. Clinic offers after-hours/one-day appointments, representative will schedule these appointments following walk-in protocols.

1. Uses electronic medical record program to match physician/clinician availability with patient's preferences in terms of date and time.

1. Maintains scheduling system so records are accurate and complete and can be used to analyze patient/staffing patterns. Ensures that updates (e.g., cancellations or additions) are input daily into master schedule.

1. Uses customer service principles and techniques to deal with patients calmly and pleasantly.

1. Collects patient demographic information (ie address, income verification, ID) and other paperwork as needed.

1. Explains financial requirements to the patient and collects co-pays as required. Balances cash drawer daily.

1. Demonstrates understanding of HIPPA and protects patient information.

1. Other duties as assigned.

Education: High school diploma.

Experience: Minimum one year of experience in an appointment scheduling position, preferably in a medical/Dental practice setting.

Other Requirements: None

Performance Requirements:

Knowledge:

1. Knowledge of medical/ Dental practice protocols related to scheduling appointments and health insurance.

1. Knowledge of computerized scheduling systems.

1. Knowledge of customer service principles and techniques.

Skills:

1. Skill in communicating effectively with physicians/clinicians about scheduling preferences.