Patient Service Associates

At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together.

About Duke Primary Care

Pursue your passion for caring with Duke Primary Care, which offers family, adolescent, and internal medicine services as well as urgent, general pediatric, and virtual care at nearly 50 clinic locations across central North Carolina.

Patient Service Associate (PSA) - Duke Primary Care

$2,500 commitment Bonus for Eligible Candidates

Duke Primary Care - Apex offers comprehensive family medicine and lab services in one location. For adults, services include internal and family medicine, annual physicals, preventive care, sick visits, immunizations, chronic illness management, women’s health care, and diagnostic tests like lab work and X-rays. For children and adolescents, care includes well-child visits, routine checkups, physicals, immunizations, and management of conditions like asthma, allergies, and diabetes.

Location: 1565 orchard Villas Ave Apex NC 27502

Hours: 8am – 5pm Monday – Friday

As a Patient Service Associate, you will be responsible for coordinating and performing a variety of administrative tasks to support the daily operations of the clinic. This includes clinic preparation, verifying patient identification, managing check-in and check-out processes, posting charges, handling cash transactions, and scheduling patient appointments. Additional duties include delivering exceptional customer service, managing message distribution, coordinating ancillary service scheduling and preparation, and processing patient referrals.

• Prepare for clinic visits by reviewing next day patients and completing next day preparation activities.
  • Enter pre-visit orders and prepare new patient charts.
  • Pick up X-rays, office charts, medical records, reports, petty cash and collections bag.
  • File history sheets, ancillary reports and all other required patient record documentation.
  • Return medical records.
  • Attach HIPPA/Medicare documents to the encounter forms.
• Check-in patient upon arrival in the practice.
  • Identify correct patient information in Maestro Care.
  • Verify patient demographic data.
  • Edit Maestro Care as needed.
  • Accurately identify the appropriate account for patient visit.
  • Present and educate patients on required forms and obtain signature as required by policy and procedure.
  • Completes all Maestro Care check-in files and manage all appropriate alerts.
  • Collect and post co-payments and balances on accounts due.
  • Imprint all patient specific chart documents and requisition/transmittal documents.
  • Copy, file and distribute insurance cards as indicated by procedure.
  • Coordinate all labs/procedures as requested. Maintain private physician office charts.
• Prepare encounter forms.
  • Investigate and account for missing encounter forms.
  • Audit encounter forms for completeness and accuracy before batching.
  • Batches encounter forms or charge posting in Maestro Care.
• Schedule tests and procedures.
  • Complete and distribute ancillary service requisitions.
• Explain billing to patients according to PRMO credit and collection policies.
  • Determine the amount of cash to be collected based on insurance plan.
• Check-out patients.
  • Make return appointments by scheduling patients into the correct appointment type, entering the primary care physician or referring physician and scheduling tests and procedures.
• Answer telephone, take and deliver messages to physicians, nurses and others.
  • Report obtained medical information from patients and referring physicians accurately, completely and timely.
  • Disseminate messages according to practice communication standards

Education

• Work requires knowledge of basic grammar and mathematical principles normally acquired through high school education

Experience

• Minimum of one year of work experience in directly communicating and providing service to patients or public; preferably in a healthcare related field. Experience in effectively coordinating multiple tasks or activities.

Degrees, Licensure, and/or Certification

• N/A

Knowledge, Skills, and Abilities

• Strong verbal and written communication.
• Basic PC and data entry skills.
• Knowledge of medical terminology and telephone etiquette.
• Demonstrated ability to organize and prioritize work, provide oral and written instructions, interact tactfully with customers and establish and maintain effective relationships with others.
• Must be able to apply specific departmental policies rules and regulations relating to verifying patient information, collecting payments and maintaining records and forms.

Distinguishing Characteristics of this Level

• N/A

The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.

Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy related conditions), sexual orientation or military status.

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.

Essential Physical Job Functions

Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.