Position Summary/Scope
The Patient Representative will greet patients, activate patient files, and move patients through a pre-determined schedule of appointments in a clinical setting.
Supervisory Responsibilities
Duties /Responsibilities
- Welcomes patients and visitors to the medical office by greeting patients and visitors in person and on the telephone and answering inquiries or referring questions to other staff members.
- Schedules appointments for the physicians and physician assistant to optimize patient satisfaction, provider time and most effective use of examining and treatment rooms. Prepares a daily schedule of examinations for each provider.
- Assist all patients as necessary.
- Scan patient files, checks for correct sequence of papers, inserts new patient record forms, and places files in sequence for physician examination or treatment.
- Create and set up new patients in EHR system.
- Verifies insurance, daily.
- Collect co-pays at the time of service.
- Collections for co-pays and self- pay from end of month reporting.
- Manage and maintain cash drawer balance and spreadsheet.
- Prepare daily deposit of cash and card payments.
- Other duties as assigned
Qualifications
Required Skills/Abilities
- Cash handling preferred.
- Good organizational skills.
- Personality and demeanor to deal with the public and assist ill, older, or distraught patients.
- Basic office skills such as typing and filing.
Education And Experience
- High school diploma or equivalent required.
Physical Requirements
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.