Patient Services Representative II (Float)

Quick Facts

• Role: Patient Services Representative II (Float)

• Primary responsibility: First point of contact for patients entering an outpatient medical facility

• Schedule: Full time, Days; Monday–Friday (8 hours/day)

Description

Greets and checks in patients, verifies information, schedules appointments, and updates the Electronic Health Record (EHR). Completes intake procedures including healthcare/insurance forms and payment collection, and supports patient experience through effective communication and compliance with regulations and policies. May also perform specific department tasks and orient other staff.

Responsibilities

• Greet and check in patients

• Verify patient information

• Schedule appointments

• Update the EHR

• Manage intake steps (healthcare and insurance forms)

• Collect payments for services

• Maintain patient privacy and protect PHI

• Follow organizational and regulatory requirements for safety and optimal patient care

• Work independently and collaboratively; complete multiple tasks in a busy environment

• Identify and resolve standard problems using established options

• May orient other staff and perform department-specific tasks

Requirements

• High school diploma or equivalent (or equivalent experience accepted)

• 1 year of recent relevant experience

• Basic knowledge of insurance policies and patient billing

• Ability to interpret a variety of data and instructions (written, oral, diagram, or schedule)

• Written and verbal communication skills

• Time management and organizational skills with the ability to prioritize and meet deadlines

• General knowledge of computer applications, including Microsoft Office Suite (Word, Excel, Outlook)

• Ability to work independently and as part of a team in an interruption-heavy environment

• Ability to identify, evaluate, and resolve standard problems using established solutions

• Ability to ensure privacy of each patient’s Protected Health Information (PHI)

Benefits

Benefits available