Lead Patient Services Representative 3

University of California- Davis Health; California; On-site; USD 44,000 - 55,000; Full time

Benefits offered by this job

On-site Employee Assistance Program

Paid Holidays

Paid Time Off

Continuing Education allowance

Job summary

UC Davis Health is seeking a Lead Patient Services Representative 3 to support the Sports Medicine service line across Sacramento and Davis campuses. You will lead front office activities, coordinate scheduling, and act as a resource for staff while maintaining patient-focused service.

The role emphasizes strong communication, multitasking, and proficiency with medical office software in a fast-paced clinical environment.

Qualifications

• High School diploma or equivalent or related work experience.
• Experience with medical office scheduling and insurance procedures.
• Demonstrated leadership skills to coordinate a unit and act as SME for staff.
• Ability to multitask and prioritize in a high-volume clinic.
• Familiarity with medical terminology and HIPAA requirements.

Responsibilities

• Lead responsibilities for front office and clinic workflows.
• Oversee computer system operations related to scheduling and patient data management.
• Perform additional duties as assigned to support the department and Sports Medicine service line.

Skills

Medical office scheduling

Leadership

Customer service

Communication

Desktop/Office software

Education

High School Diploma or GED

Associate degree (preferred)

Tools

EPIC

In Basket

Work Queues

Billing systems

Job description

The Lead Patient Services Representative 3 is responsible for sustaining an environment of intrinsic good will for the practice while providing optimum services to patients. The position will perform lead responsibilities and serve as a resource and support to front office functions and workflows of the department/clinical team to which assigned.
Percentages of time allocated to functions in this position description are a guideline only. Individual assignments and time actually worked in each functional area may vary based on the department's operational needs. The position will support the Sports Medicine service line, to include the Sacramento (C Street) campus location as well as the Davis campus location as needed.

Apply By Date: October 21, 2026, at 11:59 PM

Minimum Qualifications - For full consideration, applicants are encouraged to upload a license and/or certification if required for the position.

• High School / GED equivalent or related work experience
• Experience with practices and protocols related to medical office and/or health care scheduling or insurance procedures (i.e., medical terminology, appointments, medical records, insurance verification, cashiering, billing, etc.)
• Demonstrated leadership skills that reflect the ability to serve as the coordinator of a specified unit of workers
• Must be able to represent assigned unit serving as subject matter expert and resource person for the staff
• Ability to accomplish a variety of concurrent assignments effectively and efficiently, demonstrating ability to organize, prioritize, and complete assignments in a designated time frame
• Ability to adjust to changing workload or assignments and pressures of increased workload or deadlines
• Problem-solving skills to independently define a problem, identify the resources available to help solve the problem, create viable solutions, and take the necessary action to implement problem resolution and ensure prompt and satisfactory resolution
• Decision-making skills to independently exercise delegated authority to take action and to appropriately seek assistance from others when limits of delegated authority have been reached
• Interpersonal skills to establish and maintain effective working relationships with all co-workers; to consistently interact with patients and other members of the public with patience, courtesy and professionalism, both in person and on the telephone; and to effectively respond to individuals who may be angry or upset
• Ability to efficiently use computer system applications for all functions required for this position, including electronic mail, spreadsheets, word processing, and medical office management (i.e., scheduling, template maintenance, maintenance of demographic and insurance information)
• Typing skills sufficient to use a computer keyboard for timely and accurate input and production
• Writing skills, using proper English grammar, spelling, and punctuation, sufficient to compose messages and/or routine correspondence, which is clear, concise, and easy to understand
• Bookkeeping skills sufficient to maintain accurate records of patient financial transactions, prepare related financial reports, balance cash box, and prepare deposits
• Organizing skills to establish priorities for own work within stated guidelines; respond flexibly to changes in priorities; and maintain work effectiveness in a setting with a high volume of patient activity and frequent interruptions
• Knowledge of practices and protocols related to medical office procedures (i.e., medical terminology, appointments, medical records, insurance verification, cashiering, billing, etc.)
• Filing skills to maintain logs and files of information in alphabetical, chronological, and/or numerical order, such that it is current and easily retrievable. Knowledge of all pertinent laws, regulations, and guidelines governing medical records; confidentiality, privacy, and provision to others, including HIPAA
• Knowledge of health care insurance systems, which may include Medi-Cal, MediCare, HMO, PPO, fee-for-service, county-funded coverage, and workers' compensation, sufficient to properly obtain and track authorizations, appoint patients, make referrals for consults, diagnostics and ancillary services, coordinate hospital services, complete and submit billing documentation, and explain provisions and requirements to patients
• Knowledge of ICD-10, CPT and HCPCS coding sufficient to identify services performed; including diagnoses, procedures, and supplies

Preferred Qualifications

• Associate degree or related work experience
• At least three (3) years of customer service and/or call center experience
• At least one (1) year of recent UC Davis Referral Processing
• At least one (1) year of recent experience with EPIC, including In Basket and Work Queues
• At least one (1) year of recent experience in billing, authorizations, referrals, medical terminology, comprehensive insurance plans, products, and eligibility
• Demonstrated knowledge of Health System and UCD policies and procedures, or ability to learn
• Comprehension of University requisition systems, including those needed for ordering supplies and medical records

Key Responsibilities

• 50% - Lead Responsibilities
• 25% - Computer System Operations
• 25% - Additional Job Functions

Department Overview

UC Davis Sports Medicine is a multidisciplinary collection of experts in orthopedic surgery, physical medicine and rehabilitation, sports performance, and wellness. We provide rapid access and comprehensive care to everyone from professional athletes and aspiring pros to "weekend warriors" and fitness buffs. We work closely with therapists, trainers, nutritionists, psychologists, and other allied health professionals to obtain an optimal outcome. Our approach involves attentive listening and personalized care for each patient, with the goal of eliminating pain and optimizing function. Our sports performance lab provides a host of assessments to evaluate current fitness levels, determine an effective course of action, and monitor improvement. We can help enhance athletic performance and physical fitness, prevent acute and chronic injuries, and extend athletic careers.

POSITION INFORMATION

• Salary or Pay Range: $32.50 - $40.41
• Salary Frequency: Hourly
• Salary Grade: 126
• UC Job Title: MED OFC SVC CRD LD 3
• UC Job Code: 008882
• Number of Positions: 1
• Appointment Type: Career
• Percentage of Time: 100% Full-time
• Shift (Work Schedule): Monday-Friday (8 AM - 5 PM)
• Location: Cannery Business Park, Sacramento, CA
• Union Representation: EX-Patient Care Technical
• Benefits Eligible: Yes
• This position is 100% on-site

Benefits

Outstanding benefits and perks are among the many rewards of working for the University of California. UC Davis offers a full range of benefits, resources, and programs to help you bring your best self to work, as well as to help you and your family achieve your health, wellness, financial, and career goals. Learn more about the benefits below and eligibility by visiting the UCnet Benefits Page or Benefits Summary for UC Davis Health Employees or Benefits Summary for UC Davis Employees.

• High-quality and low-cost medical plans to choose from to fit your family's needs
• UC pays for dental and vision coverage for you and your family
• Retirement plans for eligible employees, including Pension and other Retirement Saving Plans
• Supplemental insurance offered including additional life, short/long term disability, pet insurance, legal coverage, accident, critical illness and hospital indemnity
• Pregnancy and Parental Leave, Family & Medical Leave, Adoption Assistance and Pay for Family Care and Bonding for eligible employees
• Lactation Support Program and Family Care discounts and resources
• Employee Well-being resources and programming to support thriving in all aspects of employees' lives
• On-site Employee Assistance Program including access to free mental health services
• Generous amount of paid Holidays annually as outlined in the UC Policies or Collective Bargaining Agreements
• Paid Time Off/Vacation/Sick Time as outlined in the UC Policies or Collective Bargaining Agreements
• Continuing Education (CE) allowance and Staff Education Reimbursement Program for eligible employees
• Access to free professional development courses and learning opportunities for personal and professional growth
• Public Service Loan Forgiveness (PSLF) Qualified Employer and Student Loan Debt Counseling Program for eligible employees

Physical Demands

• Standing - Occasional Up to 3 Hours
• Walking - Occasional Up to 3 Hours
• Sitting - Continuous 6 to 8+ Hours
• Lifting/Carrying 0-25 Lbs - Occasional Up to 3 Hours
• Pushing/Pulling 0-25 Lbs - Occasional Up to 3 Hours
• Bending/Stooping - Occasional Up to 3 Hours
• Squatting/Kneeling - Occasional Up to 3 Hours
• Twisting - Occasional Up to 3 Hours
• Reaching overhead - Occasional Up to 3 Hours
• Keyboard use/repetitive motion - Continuous 6 to 8+ Hours

Mental Demands

• Sustained attention and concentration - Continuous 6 to 8+ Hours
• Complex problem solving/reasoning - Frequent 3 to 6 Hours
• Ability to organize & prioritize - Continuous 6 to 8+ Hours
• Communication skills - Frequent 3 to 6 Hours
• Numerical skills - Occasional Up to 3 Hours
• Constant Interaction - Continuous 6 to 8+ Hours
• Customer/Patient Contact - Frequent 3 to 6 Hours
• Multiple Concurrent Tasks - Continuous 6 to 8+ Hours

Work Environment

• UC Davis is a smoke- and tobacco-free campus effective January 1, 2014. Smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes) will be strictly prohibited on any UC Davis owned or leased property, indoors and outdoors, including parking lots and residential space.
• Must be willing to work overtime, variable days (including weekends), hours, and locations as required to meet business needs of the practice.

Special Requirements - Please contact your recruiter with questions regarding which activities apply by position.

• This is a critical position, as defined by UC Policy and local procedures, and as such, employment is contingent upon clearing a criminal background check(s) and may include drug screening, medical evaluation clearance and functional capacity assessment
• The duties or functions of this position include the handling of cash (or cash equivalents)
• This position is designated as a mandated reporter under CANRA and UC policy, and employment is contingent on compliance with applicable policies, procedures and training requirements

Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

A Culture of Opportunity and Belonging

At UC Davis, we're committed to solving life's most urgent challenges and building a healthier, more resilient world. We believe in growing through every challenge, continually striving to improve, and welcoming new perspectives that strengthen our community. We recognize that a vibrant and innovative organization values both individual strengths and shared purpose. The best ideas often emerge when people with different experiences come together.

doc/1001004/Anti-Discrimination

Because we want you to feel seen and valued, our recruitment process at UC Davis supports openness and authenticity. Research shows that some individuals hesitate to apply unless they meet every qualification. You may be an excellent fit for this role-or the next one. We encourage you to apply even if your experience doesn't match every listed requirement. #YouBelongHere #LI-DNI #LI-DNP

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