Job description

JOB TITLE: Patient Service Representative

REPORTS TO: Business Office Supervisor

RESPONSIBILITIES:

Answers the telephone, makes patient appointments, routes clinical calls in accordance with practice policies. Greets patients, obtains and verifies patient information. Creates and updates patient records accordingly. Follow procedures in making sure patient’s insurance is notified of any tests and/or surgeries. Observes strict patient confidentiality in dealing with callers.

JOB DUTIES:

1. Greets all patients with a smile and warm welcome

2. Answers telephone. Gives information about the practice within the limits of practice policy. Routes clinical questions and emergency calls to clinical staff or physician according to established protocol.

3. Schedules patient appointments, including giving directions to new patients, verifying compatible insurance plans, verifying appropriate referral authorization, obtains approval (precertification) from patient’s insurance company for future test if required and indicating appropriate co-payment if required by insurance company.

4. Prepares charts for the next day. Assembles new patient record according to established process. Compiles the patient information needed for each day. Prints off the patient information needed from EPIC, Cerner, and/or Meditech. Call PCP or other providers for additional information if necessary.

5. Obtains New Patient Information Form for all new patients. Reviews these for completeness and requests any missing information. Verifies information as necessary, including insurance status. Update EPIC with information, scan insurance card and all paperwork into EPIC.

5. For established patients, verifies address, telephone, insurance status, and any other desired information for accuracy, updating patient record as necessary.

6. Collects copay if applicable. Balance cash and credit card transactions at end of day.

7. Contact patient for follow-up appointments, patients who no show or patients who late cancel appointments, based on company procedures.

8. Scan documents received that need to be placed in the patient’s chart.

9. Copy medical records and record according to company policy

10. Travel and work at other clinics as requested.

11. Maintains professional demeanor at all times with patients, caregivers, physicians and co-workers

12. Performs other duties as assigned.

JOB REQUIREMENTS:

High school graduate. Typing 50 wpm. Proficiency in Microsoft Word & Excel (or equivalent). Six months’ to one year experience as a receptionist desired. Some medical terminology preferred. Pleasant personality for handling telephone and patient contact.

JOB RELATIONSHIPS:

Does not supervise any other employee. Reports to Front Office Manager in all matters.

Job Type: Full-time

Pay: $14.75 - $19.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Work setting:

• Clinic

COVID-19 considerations:
All staff and patients are required to wear masks and follow universal precautions.

Ability to commute/relocate:

• Appleton, WI 54911: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Required)

Experience:

• Epic: 1 year (Preferred)
• Medical terminology: 1 year (Preferred)

Work Location: One location

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