Shelter Health Services Patient Representative

Title: Shelter Health Services Patient Representative

Department: Special Populations

Status: Non-Exempt

Position Classification/Category: Administration

Level: N/A

Location: Shelter Health Services

Hourly Pay Range:

Reports To: Shelter Health Services Site Coordinator

Direct Reports: N/A

Summary of Position

The Shelter Health Services Patient Representative is responsible for daily clinic operations, including greeting patients, answering phone calls, scheduling appointments, accurately verifying insurance, closing out the clinic, and communicating with clinical staff. Under the direct supervision of the Site Coordinator, this position is responsible for the timely and accurate recording of patient demographics, insurance information, and patient charges and payments. S/He ensures data is entered accurately into the electronic health record. S/He is also responsible for the daily opening and closing of the clinic.

Minimum Qualifications

Fluent in English and the specified language (s) both in verbal and written communication. Must be able to sit and stand for long periods of time. Ability to effectively maintain confidentiality of records and communicate with all levels of personnel.

• Experience: One year of clerical experience in an office setting
• Additional skills required: Requires excellent organizational, problem-solving, and critical thinking skills. Strong basic computer skills required. Able to maintain confidentiality and work collaboratively in a team environment. Knowledge of medical terminology in English and the specified language(s).
• Additional skills preferred: Bilingual in Spanish and English

Education: High school diploma or GED. Associate's degree preferred.

Certification(s)/Licensure: N/A

Physical Requirements

The physical demands described here represent those that must be met by an employee to successfully perform the essential functions of this job.

• Repetitive movement of hands and fingers – typing and/or writing.
• Occasional standing, walking, stooping, kneeling or crouching.
• Reach with hands and arms.
• Talk and hear.

Cabarrus Rowan Community Health Centers

Shelter Health Services Patient Representative October 5, 2026 2 of 2

Key Responsibilities

1. Front desk duties include registration, completing appointment ticklers, contacting patients to confirm patient appointments and no-shows, and verifying paperwork.
2. Disseminates information to all special population patients regarding clinic services and state and local public services.
3. Schedules patient appointments following organization guidelines.
4. Interview the patient to obtain personal and financial information.
5. Calculate sliding fee eligibility based on client income and enter patient charges appropriately.
6. Wholly and accurately document patient information in the electronic health record to facilitate billing.
7. Review patient chart for records requiring updating and perform necessary updates.
8. Create patient claims, collect payment, and document payment in the electronic health record. Reconcile payments at the end of the day.
9. Scan documents into patient charts within 24 hours of the visit.
10. Compose messages to the provider/staff regarding patient communication.
11. Represent the company professionally and positively to enhance and promote the core values and mission of the organization.
12. Participate in quality improvement activities by initiating or contributing to monitoring, measuring, analyzing, improving and/or controlling program goals, objectives and/or services.
13. Support current incentive, regulatory, and certification requirements (such as Meaningful Use, PCMH and UDS) through documentation, participation in initiatives, and other activities as directed.
14. Perform other duties as assigned.