Patient Services Rep II

Patient Service Representative II

Responsible for clinical support of the medical office. Reports to Office Manager and/or Team Leader. No supervision exercised.

Essential Functions:

Assigned as Triage:

• Triage and return patient calls with information provided by and at the direction of the physician.
• Reviews patients chart and collects all pertinent information for physician.
• Educates patients and families as appropriate.
• Documents patient information and care provided in patient record.
• Transmits medical information to requesting parties via secure email or fax.
• Reviews each chart for accuracy and completion before releasing the chart for a patient visit.

Assigned as Test Scheduling:

• Schedules all outpatient tests/procedures.
• Completes MRI logs and sends paperwork to appropriate person.
• Obtains all pre-certification required for appointments and testing.

Assigned as Runner:

• Maintains a consistent flow of patients to exam room, takes vitals, documents information for providers.
• Transmits medical information to requesting parties via secure email or fax.
• Arranges charts in chronological order.
• Reviews each chart for accuracy and completion before releasing the chart for a patient visit.
• Cleans and stocks exam rooms, including dictation areas.
• Prepares exam rooms for procedures.
• Maintains pharmaceutical closet by keeping it organized and disposing of expired medication.
• Uses computer system to generate information necessary for billing purposes and enters referral information.
• Collects Co-pays and previous balances on account.
• Maintains clean, orderly waiting area, including reading materials.
• Supplements office staff as reception tasks permit by assisting with photocopying, computer input, typing, and scheduling appointments as needed.
• Prints and distributes schedules for the following day to appropriate employees and physicians.
• Provides continuity of care.

The jobholder must demonstrate current competencies applicable to job position. Must complete an accredited medical terminology course.

Education: High school diploma or GED; CMA, RMA, ABR-OE, CNA, QMA or equivalent certification REQUIRED.

Experience: Minimum of 6 months experience in a clinical (public health) setting and clerical experience.

Knowledge:

• Reception tasks, clinic policies/procedures, paperwork processing.
• Office equipment, including phone and computer.
• Patient service concepts and techniques.
• HIPAA regulations.
• Medical terminology.

Skills:

• Using office equipment satisfactorily and handling paperwork/filing adequately.
• Using EMR's/EHR's.
• Patient service principles by creating a pleasant office environment.

Abilities:

• Communicate clearly and professionally in person, on the phone and email.
• Establish/maintain cooperative relationships with the patients, physicians and staff.
• Organize and prioritize tasks effectively.
• Read, listen, understand and follow oral/written instructions. Can file correctly by alphabet or numeric filing system.

Minimal travel between JWM offices by personal vehicle. Must have valid driver's license and current auto insurance.

Work Environment:

This job operates in a clinical office setting within a confined cubical area. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is role requires one to sit, stand and walk for 8-9 hours per day. This would require the ability to lift patients in emergency situations (50+ lbs.), open filing cabinets and bend or stand on a stool as necessary. This role requires full range of motion, manual dexterity, and hand-eye coordination.

This description is intended to provide only basic guidelines for meeting job requirements. Responsibilities, knowledge, skills, abilities and working conditions may change as needs evolve.