Patient Support Representative

Patient Support Representative

The Patient Support Representative is primarily responsible for the registration of patients, collection of copays / payments, and the coordination of support and logistical functions necessary for the effective and efficient delivery of services in the clinic.

Education and Experience:

• High School Diploma or equivalent required
• Two year medical office experience preferred
• Two years customer service experience

Required Skills / Core Competencies:

• Must possess excellent oral and written communication
• Must have the ability to collaborate with others to improve the patient experience and address needs
• Ability to take initiative and handle various task simultaneously
• Knowledge of policies, procedures, regulations, and protocols
• Knowledge of databases (ex: EMR systems)
• Bilingual in English/Spanish preferred
• Familiar with medical terminology
• Excellent interpersonal skills
• Detailed oriented
• Compassion for patients
• Comfort with diversity
• Recognition of different health plans
• Professional appearance at all times
• Excellent time management skills
• Proper telephone etiquette

Supervisory Responsibilities:

This position has no direct reports

Essential Job Functions:

These functions will be performed by the Patient Support Representative and will be the responsibility of the incumbent working with the patients, medical providers, clinical staff and non-clinical staff to ensure excellence in service for the patient.

• Greets patient professionally both in person and on the phone
• Answers incoming telephone calls and triages quickly and appropriately
• Assist patients with completing necessary paperwork
• Maintaining information confidentiality at all times
• Scheduling of appointments
• Comfort patients by anticipating anxieties and effectively answering questions
• Keeps clinical team updated on schedule changes and patient arrivals
• Ability to interpret, adapt, and apply guidelines and procedures
• Required to participate in training opportunities
• Helps promote office efficiency
• Helps promote/meet practice goals established by leadership
• Faxing records/authorizations in a timely manner
• Participates in Continuous Quality Improvement activities, to include making recommendations for strategies to improve quality of care.
• Ability to advocate for the client by bringing concerns about the services to the attention of the clinical staff, provider, supervisor, or other management.
• Maintains petty cash amount. Runs daily report to reconcile all payments accepted throughout the day.
• Scans insurance cards and collects payments for copay and/or patient balance
• Verifies patient balances. Works with patient to implement a payment plan when necessary
• Verifies patient insurance benefits. Updates necessary data in patient file
• Manage inventory of needed office supplies
• Monitors the waiting area
• Keeps front office area clean and organized.
• Updates patient demographics
• Other duties as assigned

Additional Requirements for Dental Services:

• Reviewing treatment plans with patients and / or family
• Other duties as assigned

Physical Requirements:

Hearing: Adequate to perform job duties in person and over the telephone. Speaking: Must be able to communicate clearly to patients in person and over the telephone. Vision: Visual acuity adequately to perform job duties, including reading information from printed sources and computer screens. Other: Requires occasional lifting and carrying items weighing up to 10 pounds unassisted in normal daily activities and up to 30 lbs. for other required work activities. Additionally, requires frequent bending, reaching, and repetitive hand movements (especially if keyboarding and writing), standing, walking, squatting, and sitting, with some lifting, pushing and pulling exerted regularly throughout a regular work shift.