About the Role
The Patient Service Representative II ensures patients receive the highest level of customer service and care. This role is knowledgeable in non-clinical support, acts as a resource for patient services staff, and coordinates clerical tasks such as answering phones, greeting patients, and scheduling appointments. Responsibilities include patient registration, processing check-ins and check-outs, managing medical records, collecting payments, and potentially processing referrals and charge entries to ensure a seamless patient experience.
Responsibilities
- Acts as a resource to patient services staff, providing guidance on more complex issues/concerns.
- Actively participates in problem solving and identifying improvement opportunities.
- Welcomes and greets all patients and visitors, in person or over the phone.
- Registers new patients and updates existing patient demographics by collecting detailed patient information including personal and financial information.
- Collects outstanding patient balances.
- Obtains referrals and authorizations when required.
- Scans incoming faxes, consents, reports, and all other patient information into patient chart.
- Generates batch transmittal reports for each day.
- Facilitates the patient flow by notifying the provider or other medical staff of the patients’ arrival, being aware of delays, and communicating with patients and clinical staff.
- Schedules follow up services and office visits for patients. May also schedule surgery, diagnostic and imaging as needed ensuring proper authorizations are obtained.
- Responds to inquiries by patients, prospective patients, and visitors in a courteous manner.
- Keeps medical office supplies adequately stocked by anticipating inventory needs, placing orders, and monitoring office equipment.
- Protects patient confidentiality, making sure protected health information (PHI) is secured.
- Ensures proper hand off of responsibilities once their task is completed.
- Meets established attendance criteria and starts work promptly.
- Punctual and dependent for assigned/confirmed shifts.
- Respects and acknowledges the organizations commitment to cultural diversity.
- Consistently demonstrates good use of time and resources.
- Ensuring that all medical records are accurate and complete.
- Supports billing by completing charge entry to ensure billing is achieved within 48 hours and all appropriate procedures are documented and billed for.
- Performs other position related duties as assigned.
Requirements
- Minimum of 2-3 years’ customer service experience required.
- Experience in a medical office; specifically, urology, preferred.
- Basic knowledge and understanding of CPT procedure coding and ICD-10 diagnostic coding preferred.
- Regularly adheres and supports compliance and accreditation efforts as assigned including, but not limited to OSHA, HIPAA & CMS guidelines for Parts C & D on General Compliance and Fraud, Waste & Abuse.
- Complies with HR confidentiality standards.
Skills
- Skill in using computer programs and applications including Microsoft Office.
- Knowledge in healthcare systems operations and experience in navigating EMRs.
- Ability to answer multiple incoming telephone calls.
- Demonstrate excellent organizational skills, multi-tasked abilities, and the ability to perform well in stressful situations.
- Customer-oriented with ability to remain calm in difficult situations.
- Ability to work independently and manage multiple deadlines.
- Ability to comprehend established office routines and policies.
- Ability to keep financial records and perform mathematical tasks.
- Knowledge of Medical Terminology.
- Excellent verbal and written communication skills.
- Proficient interpersonal relations skills.
- Basic knowledge of health insurance products (HMO, PPO, HSA, Commercial, Medicare etc.).
- Ability to navigate online health insurance portals to verify benefits.
Experience Level
- 2-3 years customer service experience
Education Level
- High School Diploma or equivalent required.
- Some college work preferred.
