CLIENT SERVICES REPRESENTATIVE

Whitman--walker-Health-1; Washington (District of Columbia); On-site; USD 40,000 - 49,000; Full time

Job summary

Whitman-Walker Health is seeking a Client Services Representative in Washington, DC to support the centralized patient-facing team across medical, dental, and behavioral health services. You will schedule patients, verify insurance, update demographics, and facilitate billing and patient communications.

The role emphasizes accurate data entry in electronic medical records, compassionate interaction with diverse populations, and adherence to privacy and No-Show policies.

Qualifications

• Associate degree or 2 years of equivalent work experience required.
• 1-3 years of experience in a health care or call center preferred.
• Fluency in medical terminology preferred.
• 1 year of experience working with people living with HIV or issues related to HIV care preferred.

Responsibilities

• Register patients and update electronic medical records.
• Schedule and reschedule appointments and send reminders.
• Provide patients with required documents before appointments.
• Verify insurance and collect co-pays; inform patients of balance and payment options.
• Explain No-Show policy and offer alternatives like rescheduling.
• Scan insurance cards and IDs into electronic medical records (eCW).
• Obtain and scan forms (registration, consents) into EMR.
• Label scanned documents and provide patient-requested documents.
• Check in/out patients and handle appointment data and reminders.
• Perform claim data for scheduled appointments and for 3 days prior or same-day if needed.
• Handle opening/closing duties daily.
• Verify active insurance using the IE button in EMR; create telephone encounters for verification.
• Create, monitor, and respond to electronic communications and telephone encounters.
• Provide information about Whitman-Walker services and community resources.
• Arrange ASL and language interpreters for scheduled appointments.
• Assist patients with portal access and activation.

Skills

Independent work

Communication

Medical terminology

HIPAA compliance

EMR systems

MS Office

Education

Associate degree or 2 years of equivalent work experience

Tools

eCW

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

CLIENT SERVICES REPRESENTATIVE

Full Time 40 hours per week Union Non Mgmt Washington, DC, US

4 days ago Requisition ID: 1615

Salary Range: $19.00 To $23.75 Annually

Job Summary

The Client Services Representative is Whitman-Walker Health's centralized patient-facing department responsible for assisting patients in the medical, dental, behavioral health, and other areas across the health center with accessing care and facilitating billing. This role facilitates accessing care by scheduling patients, obtaining updated patient documents, updating the patient demographic record, updating, and verifying insurance.

Role Specific Primary Essential Duties:

• Register patients. Updates electronic medical records.
• Schedule and reschedule appointments. Schedules appointment reminders.
• Provide patients with a list of items they will need prior to their appointment.
• Confirms patient demographic information and insurance when checking patients in for appointments. Updates information in electronic medical records.
• Informs patient of balance and mechanisms to make payment. Collects payment for co-pays and associated tasks.
• Adheres to and informs patients of No-Show policy in a compassionate manner. Offers solutions to include advocating with providers and rescheduling.
• Responsible for scanning current insurance and ID cards in eCW annually and when there is an update.
• Responsible for obtaining completed registration form, general consent, telehealth consent form, and other forms (i.e., release of information, support animal) and scanning in electronic medical records.
• Labels all scanned documents in electronic medical records.
• Provides patient-requested documents and facilitates correspondence (i.e., printed copies of lab results, appointment cards, referrals).
• Checks patients in and out, schedules and reschedules appointments. Schedules appointment reminders.
• Perform claim data when an appointment is scheduled and 3 days prior to the appointment. Performs same-day claim data for appointments scheduled less than 3 days in advance.
• Perform opening and closing duties daily.
• Verify medical insurance is active using the IE button in electronic medical records when performing claim data and checking in patients. Create and send telephone encounters to verify existing and new insurance that cannot be verified using the IE button.
• Creates, monitors, and responds to all forms of electronic communication.
• Responds to assigned Telephone Encounters.
• Provides information about Whitman-Walker services and services available in the community.
• Orders ASL and language interpreters when appointments are scheduled.
• Provides patient portal access and directions on activating and using the patient portal.

Role Specific- Knowledge, Skills, and Talents Required:

• Ability to work independently and learn quickly.
• Ability to effectively communicate with staff and patients in an affirming, respectful, and efficient manner.
• Fluency in medical terminology.
• Fluency in HIPAA laws and regulations.
• Knowledge of electronic medical recordsand computer software programs used by client services.
• Knowledge of Microsoft Office products.
• Possess the ability to establish and maintain professional working relationships with all levels of staff, patients, and the public, and to work comfortably with people with HIV, and persons with different ethnicities, sexual orientations, gender identities, color, religions, marital status, national origin, age, disability, and veteran status.

Education and Experience Required

• Associate degree or 2 years of equivalent work experience required.
• 1-3 years of experience in a health care or call center preferred.
• Fluency in medical terminology preferred.
• 1 year of experience working with people living with HIV or issues related to HIV care preferred.

Working Conditions:

Working conditions for this position are normal for an office environment. Individuals may be required to work evenings and/or weekends and at organizational events.

Whitman-Walker is an equal employment opportunity employer and does not discriminate against applicants, its employees, or former employees based on race, color, religion, gender, marital status, sexual orientation, national origin, age, disability, veteran status, or gender identity.

For accommodation in the application process, please contact Human Resources.