Patient Service Representative

North Carolina Community Health Center Association; High Point (NC); On-site; USD 30,000 - 40,000; Full time

Job summary

A healthcare organization in High Point is seeking a professional to handle patient interactions and administrative tasks. The role involves greeting patients, updating their information, collecting payments, and supporting medical staff. Ideal candidates should have a high school diploma, strong customer service skills, and proficiency in both English and Spanish. This position is vital for ensuring a smooth patient experience and maintaining efficient office operations.

Qualifications

• Must be proficient in English oral and written communication.
• Bilingual Assistants must also be proficient in Spanish both oral and written.
• Must maintain excellent customer service abilities.

Responsibilities

• Greet and register patients in a polite, prompt manner.
• Verifies and updates patient information.
• Collects co-payments and amounts due, providing receipts.
• Schedules appointments for patients.

Skills

Customer service skills

Bilingual communication (English/Spanish)

Data processing knowledge

Proficiency in Microsoft Excel

Education

High school education with additional specialized courses

Tools

Telephones

Office machinery

Job description

Position Summary

The primary purpose of this position is to greet and direct patients and visitors, as well as answer/relay phone calls and messages, and to provide information in a professional and courteous manner.

Job Responsibilities

• Greets and registers patients in a polite, prompt, helpful manner.
• Verifies and updates patient information per established registration procedures.
• Copies new/updated insurance cards and scans into our electronic health record.
• Updates insurance information during the check‑in process.
• Verifies eligibility on insurance in collaboration with the Insurance Clerk and the DSS workers.
• Informs patients of payment/financial responsibilities.
• Collects co‑payments and amounts due, as applicable; provides each patient a receipt.
• Communicates via patient tracking to nurse’s station that patient is registered and waiting.
• Interprets and translates for fellow employees and patients as needed.
• Follows approved medical group guidelines and appointment scheduling policies and procedures to schedule patients (new and existing) for each practitioner.
• Answers incoming telephone calls and expedites them to the proper individual.
• Correctly identifies themselves when answering the phone and follows TAPM phone etiquette policy.
• Documents triage calls by listing patient name, telephone number, date of birth, and complaints/symptoms or illness; sends information to nurse via task.
• Maintains the waiting area in neat and orderly fashion.
• Schedules recheck and follow‑up appointments, as required at the time of check‑out.
• Balances cash drawer and verifies insurance forms for the day.
• Performs established closing procedures:
• Force closes phones as instructed at the Wendover Location Only.
• Turns in co‑pay money collected.
• Gathers documents processed during the day that remain to be filed.
• Turns off monitors, copiers, and lights, and locks the front door.
• Prepares reports for all no shows and faxes to our community agency for follow‑up.
• Prepares report for supervisor, including details of all patients on recall list.
• Prints immunization records as requested by patients.
• Assists medical records, as needed.
• Prints final daily schedule to verify each patient who was registered and treated.
• Abides by all company policies regarding safety/health rules and regulations.
• Adapts to various situations and adjusts to shifting priorities.
• Performs other duties as assigned.

Preparation and Training

Job duties require a high school education with additional specialized courses. Must be proficient in English oral and written communication. Bilingual Assistants must also be proficient in Spanish both oral and written communication. Must have a working knowledge of data processing equipment, computers (Excel, word processing), telephones, and typical office machinery. Must maintain excellent customer service abilities. Must maintain a current NC driver’s license for occasional outside travel.

Experience

With the above preparation and training, it would take approximately 3 months, up to, and including 6 months to become proficient with the clinic policies, procedures, and front office paperwork utilized by Triad Adult and Pediatric Medicine.