Patient Service Representative

SupportFinity™; Town of Montana (WI); On-site; USD 21,000 - 30,000; Full time

Job summary

SupportFinity™ is seeking a friendly Clinical Receptionist to greet patients, prepare electronic health records for appointments, and collect co-pays.

You will open the clinic daily, manage check-in tasks, verify insurance details, explain payment policies, and keep the waiting area tidy while coordinating with the Billing Department.

Qualifications

• Experience in a medical/clinical reception setting preferred.
• Ability to collect co-pays and process payments accurately.
• Proficiency with patient data entry and insurance information updates.

Responsibilities

• Greet patients and check in for appointments.
• Verify demographics and insurance details in the scheduling system.
• Collect co-pays and payments; provide receipts and log daily cash.
• Update patient forms: NOPP, Financial Policy, and consent documents.
• Ensure waiting room is tidy and manage reception area throughout the day.
• Review schedules for added, canceled, or no-show appointments.

Skills

Customer service

Data entry

Cash handling

Insurance verification

Medical terminology

Job description

About The Job

The Clinical Receptionist is responsible for welcoming patients to the clinic and preparing the electronic practice management and health record chart for the patient's appointment. Duties also include collection of co-pays, outstanding balances and cosmetic payments and accurate reporting to Forefront Billing Department.

Job Details

• Unlock doors, turn on lights and radio.
• Ensure waiting room is tidy.
• Count starting balance in cash box and document on daily cash log, initial and obtain verification initials as well.
• Sort and distribute contents of the courier bin (courier clinics only).
• Review scheduled appointments for any added appointments, print "Fee Ticket" and determine what elements of check-in process are needed. (i.e. NOPP Acknowledgement, Financial Communication Policy, Minor and General Consent Forms, insurance update, referral, etc).
• Print daily appointment list report from electronic scheduling system and post copy per clinic specific protocol.

About The Job

The Clinical Receptionist is responsible for welcoming patients to the clinic and preparing the electronic practice management and health record chart for the patient's appointment. Duties also include collection of co-pays, outstanding balances and cosmetic payments and accurate reporting to Forefront Billing Department.

Job Details

Receptionist is responsible for opening clinic daily and completing the following:

• Unlock doors, turn on lights and radio.
• Ensure waiting room is tidy.
• Count starting balance in cash box and document on daily cash log, initial and obtain verification initials as well.
• Sort and distribute contents of the courier bin (courier clinics only).
• Review scheduled appointments for any added appointments, print "Fee Ticket" and determine what elements of check-in process are needed. (i.e. NOPP Acknowledgement, Financial Communication Policy, Minor and General Consent Forms, insurance update, referral, etc).
• Print daily appointment list report from electronic scheduling system and post copy per clinic specific protocol.

Greet And Check-in Patients For Appointments

• Verify demographic information including.
• Full name.
• Date of birth.
• Address.
• Phone/Contact Numbers.
• Email.
• Update NOPP Acknowledgement, Financial Communication Policy, Minor and General Consent Forms.
• Confirm referral status as needed.
• Review alerts in patient chart and proceed accordingly.
• Verify insurance information in electronic scheduling system, if necessary, update with new insurance information.
• Verify insurance card is scanned into electronic health record.
• When applicable, explain insurance and financial policies such as self-pay down-payment policy and timely payment discount for patients without insurance.
• Collect co-pay, payment on account and/or full balance of cosmetic procedures. Provide receipt and document on daily cash log.
• Inform patient of outstanding patient balance and use provided scripting to request payment on account.
• Scan documents into electronic health record including but not limited to referral/outside physician chart notes, prescription refills, lab results, prior authorization requests, etc.
• Waiting Room Management.
• Organize magazines in waiting room and dispose of outdated copies.
• Inform patients if provider is running excessively behind.
• Maintain tidiness of waiting area and reception counter throughout the day.
• Check schedules for added, canceled and no-show appointments throughout the day.