Patient Service Representative

3 months ago


San Luis Obispo, United States Allergy Partners Full time
Job Details

Job Location
46-00-San Luis Obispo - San Luis Obispo, CA

Description

POSITION: Patient Services Representative

RESPONSIBLE TO: Practice Manager

JOB SUMMARY: With a customer service orientationregister patients, answer the telephone, prepare the office for the day, schedule patient appointments, collect payment at the time of service, and post charges and payments. Employee will balance all transactions daily according to Allergy Partners policy and procedure. Employee will schedule patient follow-up appointments and facilitate referral requests and test scheduling.

Responsibilities include, but are not limited to, the following:
  • Answers the telephone professionally and pleasantly. Efficiently screens and directs calls and make appointments as necessary.
  • Screens visitors and responds to routine requests for information from patients and vendors.
  • Maintains office equipment and office supplies in the front office areas.
  • Ensures all faxes are cleared off the machine and are distributed throughout the day. For those practices utilizing electronic fax capabilities, ensures that electronic files are routed appropriately.
  • Opens, date stamps, and delivers mail daily as assigned.
  • Assembles files and maintains integrity of patient charts. Runs reports and prepares patient encounters for the next day. Responds to medical records requests as appropriate.
  • Keeps the patient reception area neat and clean at all times throughout the day.
  • Schedules patient appointments, explains to patients which pieces of information they are to bring or complete prior to an appointment, provides a range of potential charges for the visit and the patients estimated financial obligation, provides patients several scheduling options, follows approved scheduling guidelines, prepares and send out all appropriate information to patients.
  • Greets patients as they arrive for scheduled appointments. Ensures registration forms and other patient paperwork is complete and up to date.
  • Verifies demographic and insurance information for new and established patients, according to protocol, indexes insurance and identification documentation into the practice management system as appropriate.
  • Check out patients and collect payment from patients at the time of their visit and provides patients with a receipt. Collection should be made on past due balances as well as current dates of service. Arranges for payment plans according to Allergy Partners policy.
  • Ensures proper posting of charges into the practice management system daily as assigned.
  • Balances daily over-the-counter transactions and reconciles encounters with payment transactions; prepares deposit slip and delivers "daily close" packet to the Manager or central Administration as appropriate.
  • Closes the office each day, according to protocol.
  • Determines uncollectible balances and refers such accounts to the Practice Manager.
  • Assists in other front office duties at the request of the Practice Manager.
Other
  • Facilitates any physician requests throughout the day.
  • Maintains patient confidentiality; complies with HIPAA and compliance guidelines established by Allergy Partners.
  • Maintains detailed knowledge of practice management, electronic medical record, and other computer software as it relates to job functions.
  • Assists the clinical staff in contacting emergency services and participates in anaphylaxis drills as required. Helps to monitor patient waiting areas and facilitates proper patient flow.
  • Attends all regular staff meetings.
  • Performs all other tasks and projects assigned by the Practice Manager.
  • Completes all assigned AP training (such as CPR, OSHA, HIPAA, Compliance, Information Security, others) within designated timeframes.
  • Complies with Allergy Partners and respective hub/department policies and reports incidents of policy violations to a Supervisor/Manager/Director, Department of Compliance & Privacy or via the AP EthicsPoint hotline.
Supervisory Responsibilities
This job has no supervisory responsibilities.

Typical Physical Demands
Position requires full range of body motion including manual and finger dexterity and eye-hand
coordination. Involves standing and walking. Employee will occasionally be asked to lift and
carry items weighing up to 30 pounds. Normal visual acuity and hearing are required.
Employee will work under stressful conditions, and be exposed to bodily fluids on a regular
basis.

Typical Working Condition
Work is performed in a reception area and involves frequent contact with patients. Work may
be stressful at times. The employee must be comfortable dealing with conflicts and asking
patients for money. Interaction with others is constant and interruptive. Contact involves
dealing with sick people.

Qualifications

EDUCATIONAL REQUIREMENTS:
  • High school diploma required.
QUALIFICATIONS AND EXPERIENCE:
  • Minimum of two years of experience in a medical office or customer service position.
  • Proven success asking for payment, making change, and balancing a cash drawer.
  • Working knowledge of basic managed care terminology and practices.
  • Familiarity with scheduling and rearranging appointments effectively.
  • Comfortable using email, word processing and interacting with Internet applications.
  • Working knowledge of practice management and electronic health record software. GE Centricity is a plus.
  • Proven experience handling challenging patients/customers and dealing with conflict in elevated/stressful situations.
  • Ability to perform multiple and diverse tasks simultaneously with accuracy and efficiency.
  • Neat, professional appearance.
  • Strong written and verbal communication skills.
  • Bi-lingual is a plus, not required


  • San Luis Obispo, California, United States Allergy Partners Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Patient Service Representative to join our team at Allergy Partners. In this role, you will be responsible for providing exceptional customer service to patients, answering phone calls, scheduling appointments, and managing front office operations.Key ResponsibilitiesCustomer Service: Answer...


  • San Luis Obispo, California, United States Allergy Partners Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Patient Service Representative to join our team at Allergy Partners. As a key member of our front office staff, you will be responsible for providing exceptional patient care and administrative support to our healthcare team.Key ResponsibilitiesRegister patients, answer phone calls, and prepare...


  • San Luis Obispo, California, United States Allergy Partners Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Patient Service Representative to join our team at Allergy Partners. As a key member of our front office staff, you will be responsible for providing exceptional customer service to patients, answering phone calls, scheduling appointments, and managing patient records.ResponsibilitiesAnswer...


  • San Luis Obispo, California, United States Conversio Health Full time

    Job Title: Customer Service RepresentativeConversio Health is seeking a highly skilled and motivated Customer Service Representative to join our team. As a Patient Care Coordinator, you will be responsible for providing exceptional customer service to our patients through outgoing and incoming phone contact.Key Responsibilities:Provide outreach to potential...


  • San Luis Obispo, California, United States Conversio Health Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and motivated Customer Service Representative to join our team at Conversio Health. As a Patient Care Coordinator, you will play a critical role in providing exceptional customer service to our patients and exceeding their expectations.Key Responsibilities:Provide outreach to potential...


  • San Luis Obispo, California, United States Conversio Health Full time

    Job Title: Customer Service RepresentativeConversio Health is seeking a highly skilled and motivated Customer Service Representative to join our team. As a Patient Care Coordinator, you will be responsible for providing exceptional customer service to our patients through outgoing and incoming phone contact.Key Responsibilities:Provide outreach to potential...


  • San Luis Obispo, California, United States Conversio Health Full time

    Job Title: Customer Service RepresentativeConversio Health is seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our Patient Care team, you will be responsible for providing exceptional service to our patients through phone contact, ensuring their needs are met and...


  • San Luis Obispo, California, United States Conversio Health Full time

    Customer Service Representative Job DescriptionWe are seeking a highly skilled and motivated Customer Service Representative to join our team at Conversio Health. As a Patient Care Coordinator, you will play a critical role in providing exceptional customer service to our patients and exceeding their expectations.Key Responsibilities:Provide outreach to...


  • San Luis Obispo, United States Dignity Health Full time

    The Patient/ Financial Services Lead represents the clinic with professionalism and excellent customer service skills. The Patient Services Lead may also perform a variety of other duties including but not limited to collecting and updating demograph Patient Services, Associate, Lead, Customer Service, Patient, Staffing, Healthcare


  • San Luis Obispo, United States Pacifica Hotels Full time

    Pacifica Hotels is looking for an outstanding Guest Service Representative to join the team at The Wayfarer SLO, a Tapestry Collection by Hilton. Our Guest Service Representatives are hands-on, team-oriented professionals with high standards and are Guest Service, Representative, Guest, Service, Retail, Hotel, Team Member


  • San Luis Obispo, United States ACI Jet Full time

    The Hospitality and Experience (Customer Service Representative) position is responsible for performing all Hospitality and Experience activities for ACI Jet FBO clients and maintaining a positive and productive relationship with ACI Jet's employees, Customer Service Representative, Customer Service, Client Service, Representative, Hospitality, Retail,...


  • San Luis Obispo, United States Conversio Health Full time

    Full-time position open to join our Customer Service team as a Patient Care Coordinator. Our company is a closed-door Pharmacy and Durable Medical Equipment supplier. We are looking for energetic and positive people to provide customer service to our patients through outgoing and incoming phone contact. Our Patient Care Coordinators operate in collaboration...


  • San Luis Obispo, United States Waste Connections Full time

    Waste Connections - 4388 Old Santa Fe Rd [Customer Service Representative] As a Customer Service Representative at Waste Connections, you'll: Work in conjunction with other departments to resolve customer disputes; Interview customers and record interview information into computer for customer service; Talk with customers by phone and in person, to receive...


  • San Luis Obispo, California, United States Pctives Full time

    Job OverviewPivotal Perspectives is dedicated to delivering exceptional customer acquisition services for our clients. We're seeking a skilled Customer Engagement Representative to enhance our customer interactions on behalf of our clients.As a Customer Engagement Representative, you will be responsible for interacting with potential and existing customers...


  • San Luis Obispo, California, United States AAA Full time

    Insurance Service Representative Role at AAAAs an Insurance Service Representative at AAA, you will play a vital role in providing exceptional administrative support and member service to our Insurance Agents in the Branch Office.Key Responsibilities:Verify new business applications and process insurance and membership paymentsUpdate electronic member...


  • San Antonio, United States Pediatric Home Service, Inc. Full time

    ** Patient Service Representative** **Job Category****:** Customer Service **Requisition Number****:** PATIE001507 Showing 1 location **Job Details** **Description** As a leader in home health care and a Top Workplace for 10 years, we help kids achieve their best lives at home and in their communities while providing our employees a fun and rewarding place...


  • San Luis Obispo, California, United States SESLOC Credit Union Full time

    At SESLOC Credit Union, we are seeking a skilled Customer Service Representative to join our team. As a Contact Center Representative, you will be responsible for providing exceptional service to our members via telephone. Your primary goal will be to assist existing and new potential members with their inquiries regarding credit union products and...


  • San Luis Obispo, California, United States SESLOC Federal Credit Union Full time

    Member Services RepresentativeAt SESLOC Federal Credit Union, we're committed to providing exceptional service to our members. As a Member Services Representative, you'll play a vital role in achieving this goal.Key Responsibilities:Originate loan applications and review loan files to ensure completeness.Maintain contact with members for consumer loans to...


  • San Luis Obispo, California, United States SESLOC Credit Union Full time

    Customer Service Representative Opportunity at SESLOC Credit UnionWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our Contact Center team, you will play a vital role in providing exceptional service to our members and helping them achieve their financial goals.Key...


  • San Luis Obispo, California, United States Wighton's Heating and Air Conditioning Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Wighton's Heating and Air Conditioning. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, ensuring their needs are met, and resolving any...