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Patient Service Representative

Calpion/Plutus Health

Patient Service Representative

Plutus Health Inc. is a leading provider of Revenue Cycle Management (RCM) services, certified in SOC2 compliance and recognized among the Inc. 5000 fastest-growing private companies. We specialize in revenue cycle optimization for hospitals, physician groups, and healthcare organizations across various specialties. Our commitment to innovation and excellence has earned us recognition as a 2024 EY Entrepreneur Of The Year finalist and one of the top 100 fastest-growing companies in Dallas.

The Patient Service Representative (PSR) serves as a primary point of contact for patients, assisting with inbound and outbound calls related to medical bills, statements, and payment options. This role focuses on delivering a compassionate, professional patient experience while efficiently resolving billing inquiries, facilitating payments, and addressing basic service complaints in compliance with healthcare and RCM best practices.

Key Responsibilities
  • Answer inbound patient calls regarding medical bills, statements, balances, and payment options in a courteous and professional manner
  • Place outbound calls to patients as needed to resolve billing questions or follow up on outstanding balances
  • Clearly explain charges, account activity, and payment options in plain, patient-friendly language
  • Assist patients with making payments via approved payment methods
  • Set up payment plans according to client and company guidelines
  • Provide copies of statements, receipts, and account summaries upon request
  • Accurately document all payment and account interactions in billing systems
  • Generate, reissue, and explain patient statements
  • Research basic account questions by reviewing billing history, insurance responses, and posted payments
  • Identify when issues require escalation to billing, AR, or supervisor teams
  • Handle basic patient complaints related to billing, communication, or service experience
  • De-escalate emotionally charged situations with empathy and professionalism
  • Escalate complex, unresolved, or sensitive complaints per established protocols
  • Maintain accurate, timely documentation of all patient interactions
  • Comply with HIPAA, company policies, and client-specific guidelines
  • Follow call quality, scripting, and performance standards
Required Qualifications
  • High school diploma or GED (Associate degree preferred)
  • Minimum 1–2 years of experience in: healthcare call center, medical billing, or patient financial services OR customer service in a regulated environment (healthcare strongly preferred)
  • Strong verbal communication skills with a calm, empathetic demeanor
  • Ability to explain billing concepts clearly to non-technical audiences
  • Basic computer proficiency and comfort using billing or CRM systems
Preferred Qualifications
  • Experience in medical billing, patient collections, or RCM environments
  • Familiarity with insurance terminology (EOBs, deductibles, copays, coinsurance)
  • Prior experience handling patient complaints or sensitive financial conversations
  • Bilingual (English/Spanish) is a plus
Key Competencies & Skills
  • Customer-focused and patient-first mindset
  • Strong listening and problem-solving skills
  • Emotional intelligence and conflict de-escalation ability
  • Attention to detail and documentation accuracy
  • Ability to follow scripts, policies, and compliance requirements
  • Dependable, punctual, and organized
Work Environment & Expectations
  • US-based role supporting US healthcare patients
  • May require extended screen time and high call volumes
  • Adherence to productivity, quality, and compliance metrics
  • Professional home office setup required for remote roles
Why Join Our RCM Team?
  • Opportunity to make a meaningful impact on patient satisfaction
Vacancy posted 5 days ago
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