Patient Service Representative

St. Charles Health System; Bend (OR); On-site; USD 36,000 - 48,000; Full time

Job summary

St. Charles Health System in Bend, OR is seeking a Patient Services Representative to support clerical tasks, reception, scheduling, and registration for clinic operations.

This role collaborates with the care team to verify insurance, collect payments, and maintain confidentiality while using the electronic health record to coordinate patient flow and essential administrative duties.

Qualifications

• One year of clerical support in a healthcare setting or related experience.
• Basic medical terminology.

Responsibilities

• Schedule patients accurately based on department guidelines to maximize access.
• Register patients fully at the time of scheduling.
• Use the electronic health record to manage appointment requests, waitlists, and reports.
• Perform real-time eligibility checks for insurance benefits.
• Process payments and daily deposits for copays, co-insurance, and self-pay balances.
• Provide patient summaries, schedule follow-ups, and collect copays at checkout.

Skills

Clerical support

Basic medical terminology

Education

High school diploma or GED

Job description

The Patient Services Representative (PSR) acts as liaison between patients and the clinical staff by facilitating clerical, reception, scheduling, and registration duties. This role will assist with various operational administrative tasks in support of the clinic operational needs. PSRs collaborate with clinical staff to ensure we are providing our community with comprehensive and compassionate health care. This position does not directly manage any other caregivers.

Essential Functions And Duties

• Accurately schedules patients based on department scheduling guidelines, maximumizing patient access and provider utilization.
• Performs full registration at the time of scheduling.
• Uses electronic health system to maintain department appointment requests, waitlist and follow up reports.
• Performs real time eligibility (RTE) for insurance benefits.
• Uses RTE information gathered from the EHR or payer portals to accurately route scheduling requests or schedule appointments.
• Ensures authorization is linked to all appointments at the time of check in.
• Reconciles daily schedules with appointment reports.
• Responsible for addressing registration related work queue items that require resolution prior to encounter closure.
• Responsible for accurately recording patient demographics, insurance and billing information at the time of scheduling, check in, and check out.
• Courteously and confidently requests appropriate patient payments from patients/guardians. Accurately processes all payment types (copays, co-insurance, prepayment, deductible, self-pay balances) and completes daily deposits and batch reports.
• At the time of check out, provides patient with printed After Visit Summary upon request, schedules follow up services as needed, collects any copay that remains due for the day’s services.
• Maintains patient access related departmental files, programs and lists.
• Performs daily readiness activities such as turning on computers, equipment, kiosks, readying patient waiting areas and check in areas, ensuring supplies are fully stocked.
• Assists with processing and resolving incoming and outgoing electronic and telephone messages, worklist entries and basic work queue items within the electronic health record in accordance with established protocols.
• Responsible for supporting the basic functions of document collection and distribution, locating and distributing patient documents and information to appropriate staff members.
• Faxing, scanning, indexing medical records into document management system.
• Opening and distributing incoming mail and paper faxes.
• Supports project-based patient outreach initiatives. Engages with creation of standard work and patient-centered protocols.
• Delivers customer service and/or patient care in a manner that promotes goodwill, is timely, efficient, and accurate.
• Supports the vision, mission, and values of the organization in all respects.
• Actively participates in achieving organizational and department goals.
• Ability to work as part of a Care Team with providers and clinical staff.
• Provide direction and assistance to patients as needed.
• Responsible for processing telephone calls and electronic messages accurately in accordance with established protocols.
• Faciltate scheduling of, or arrange for interpretive services for patients as needed.
• Supports Lean principles of continuous improvement with energy and enthusiasm, functioning as a champion of change.
• Provides and maintains a safe environment for caregivers, patients, and guests.
• Supports the onboarding process of new caregivers to the same role, assisting with training and shadowing as needed.
• Conducts all activities with the highest standards of professionalism and confidentiality.
• Complies with all applicable laws, regulations, policies, and procedures, supporting the organization’s corporate integrity efforts by acting in an ethical and appropriate manner, reporting known or suspected violation of applicable rules, and cooperating fully with all organizational investigations and proceedings.
• May perform additional duties of similar complexity within the organization, as required or assigned.

Education

• Required: High school diploma or GED.
• Preferred: N/A

Licensure/Certification/Registration

• Required: Ability to travel to business functions/trainings/meetings and all St. Charles Health System worksites.
• Preferred: N/A

Experience

• Required: N/A
• Preferred: One year of clerical support in a healthcare setting or related experience. Basic medical terminology.