Patient Services Associate

Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, technical and business professionals across all disciplines. Today at Penn Medicine, someone will make a breakthrough. Someone will heal a heart, deliver hopeful news, and give comfort and reassurance. Our employees shape our future each day. Are you living your life's work? Entity: Clinical Care Associates Department: Chestnut Hill Family Practice Location: Penn Family Medicine Chestnut Hill - 906 Bethlehem Pike Hours: Per Departmental Needs – Full Time Summary The Patient Services Associate (PSA) assists the practice/department in maintaining a patient/customer focus, supports the delivery of high-quality care, shares a passion for patient and customer-centered care, and assists in meeting or exceeding patient satisfaction and financial/operational targets. The PSA is responsible for the arrival and/or departure activities of patients in the practice, managing and handling patient calls and inquiries, coordinating patient appointments, updating patient insurance/billing information, and performing point of service activities. The PSA may function in a physician practice or a call center environment. Rotation between PSA functions and/or departments may be required. Responsibilities Strives to create and maintain a culture of safety and service excellence through the following accountabilities: Greets and interacts with patients in a pleasant and professional manner, on phone or in person. Listens carefully and communicates clearly with patients to ensure understanding of patient’s request. Analyzes problems from the customer’s point of view. Learns/anticipates the individual patient/customer needs and does the best possible job of satisfying those needs using the best solutions. Documents needs, as appropriate, in EPIC. Establishes positive relationships with patients by demonstrating knowledge of patient history, compassion and responding to individual needs. Handles stressful patient/customer situations appropriately and delivers seamless patient/customer service. Ensure patient/family confidentiality, safety and security. Identifies opportunities to improve the patient experience, including areas identified in patient satisfaction surveys. Ensures communication and collaboration with clinical staff and fellow co-workers to serve patients to the best of his/her ability. Shows initiative, sets priorities, organizes tasks, and works independently and as part of a team while completing daily tasks. Safety Participates in Entity and Department wide initiatives for Patient /Employee safety. Demonstrates an awareness of patient/ employee safety when carrying out daily responsibilities of their position. Patient Service Takes accountability for ensuring patient/work areas are neat and clean. Orders supplies, as requested, for practice/department. Answers phones/retrieves voicemails in a timely manner, manages/handles patient requests and routes appropriately, takes thorough messages and routes appropriately through EPIC. Schedules patient appointments (on phone or in person) accurately and completely. Utilizes knowledge of schedules and protocols. Uses proper billing area/appointment location. Cancels/reschedules appointments as needed and changes appointment status in EPIC. Communicates changes to patient and confirms appointments. If scheduling patients via telephone, reminds patient what to bring to appointment and encourages patients to sign up for My Penn Medicine. Responsible for arriving/departing activities of patient at practice and performs point of service activities. Obtains insurance cards, copays, signatures/forms, referrals/authorizations as required and updates EPIC accordingly. Finalizes all check‑out procedures as per practice protocol. Communicates with patients regarding patient flow and wait times – keeps manager aware of potential issues as they arise. Issues referrals and obtains pre‑authorizations for patients as required. Successfully navigates and resolves EPIC work queues – escalates as needed. Performs other duties as requested or assigned. Financial Maintains up to date knowledge of insurance requirements pertinent to patient service and billing procedures. Achieves proficiency in automated systems including EPIC APM and EMR, hospital based EMRs, Navinet, credit card machines, and I Payment. Validates patient demographic/insurance information and/or registers new patients into EPIC using established protocols. Validates financial responsibility prior to utilization and completes an accurate financial interview at time of registration. Records receipts according to practice protocol to ensure appropriate end‑of‑day reconciliation. Participates in cash reconciliation delineations. Generates and runs reports related to front‑end processes. Resolves work queues and/or issues from front‑end reports and proactively prioritizes recovery of missing charges. Regulatory Compliance Complies with educational and training requirements at prescribed intervals. Ensures compliance with all applicable federal, state, and local regulatory standards (e.g., TJC, DOH, FDA, HIPAA, HCFA, DPW, LCGME, SCGME). Change Management Flexible and readily adopts new processes and is engaged in practice operation changes. Education or Equivalent Experience H.S. Diploma/GED AND 2+ years medical office experience OR 2+ years customer service experience required. Advanced degree may be considered in lieu of experience. Associate degree preferred. Employee Benefit Highlights We believe that the best care for our patients starts with the best care for our employees. Our employee benefits programs help our employees get healthy and stay healthy. We offer a comprehensive compensation and benefits program that includes one of the finest prepaid tuition assistance programs in the region. Penn Medicine employees are actively engaged and committed to our mission. Together we will continue to make medical advances that help people live longer, healthier lives. Live Your Life's Work Live Your Life's Work We are an Equal Opportunity employer. Candidates are considered for employment without regard to race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, familial status, genetic information, domestic or sexual violence victim status, citizenship status, military status, status as a protected veteran or any other status protected by applicable law. #J-18808-Ljbffr