Patient Service Representative - Clinic

Hugh Chatham Health; Mequon (WI); On-site; USD 27,000 - 41,000; Full time

Job summary

Advocate Health is seeking an organized Front End Staff member in Wisconsin to manage patient check-in, data collection, and payments with a strong focus on service quality.

You will maintain patient confidentiality, assist with scheduling, and support the clinical team through accurate data entry and courteous communication.

Qualifications

• Excellent customer service skills in a variety of situations.
• Must have excellent service recovery skills.
• Demonstrated independent thinking and problem-solving skills, ability to exercise judgment to triage issues and concerns.
• Excellent communication (written & verbal), interpersonal skills.

Responsibilities

• Creates the initial electronic health record that forms the patient medical record foundation and prevents duplicates.
• Checks in and registers patients; verifies demographic, guarantor, and insurance information; collects co-pays and out-of-pocket amounts.
• Understands insurance basics and discusses financial obligations with patients; refers to Financial Advocates when needed.
• Ensures compliance with HIPAA, EMTALA, and other regulations; collects required signatures.
• May schedule patient appointments (in-person or virtual) and coordinate cancellations or recalls.
• Greets patients and visitors, answers phones, screens calls, and maintains professional public relations.
• Supports department leadership with orientation and training as needed.
• Manages e-scanning to HIM, incoming/outgoing faxes, and inbasket messages in the EHR.

Skills

Customer service

Multitasking

Attention to detail

Communication

Problem solving

Organizational skills

Confidentiality

Education

High School Diploma or GED

Job description

Schedule Details / Additional Information

Monday through Friday - service hours can range from 7 am -5 pm

Department

09122 AAH East Mequon - Front End Staff

Status

Full time

Benefits Eligible

Yes

Hours Per Week

40

Schedule Details / Additional Information

Monday through Friday - service hours can range from 7 am -5 pm

Rotation of Saturday AM Chiro coverage from 730 a -12. (1x ~ every 4 weeks) for reg PSR PTO or Sick/Emergency call out.

Pay Range

$19.80 - $29.70

Major Responsibilities

Creates the initial electronic health record that serves as the foundation of the patient medical record that is utilized by all members of the healthcare team. Prevents creation of duplicate medical records that can cause treatment safety issues and billing problems. Follows and ensures compliance with the mandate of the organization’s accrediting bodies to use identifiers to positively identify a patient prior to the delivery of patient care to ensure patient safety.

Checks in and registers patients; obtains and verifies complete demographic, guarantor, and insurance information; discusses and collects co-pays and other out-of-pocket patient responsibilities. Obtaining accurate information at the point of registration helps ensure timely payment to the organization and prevents billing issues and patient complaints. Maintains complete confidentiality regarding patient personal/financial information and medical records in accordance with the Health Insurance Portability and Accountability Act (HIPAA).

Knows insurance basics and recognizes commercial and government plans. Understands which plans AAH contracts with and when a statement of financial responsibility is needed. Understands and discusses financial information and obligations with patients. Knows how and when to refer patients to Financial Advocates.

Has knowledge of which rules, forms and questions must be enforced to make sure AAH remains compliant with government agencies and regulations. Examples are: HIPAA, Emergency Medical Treatment and Active Labor Act (EMTALA), Consent for Treatment, Patient Rights and Responsibilities, Important Message from Medicare (IMM), Medicare Outpatient Observation Notice (MOON), Notice of Privacy Practices, Medicare Secondary Payer Questionnaire (MSPQ), Advanced Beneficiary Notice (ABN). Obtains patient or guarantor signatures as required.

May schedule patient appointments, including virtual and procedural; may also coordinate cancellations, reschedules, wait list requests, and recall requests. May provide accurate, detailed information regarding test preparations, patient arrival time, medication/food/beverage consumption guidelines, check-in procedures, directions to facility, etc. May perform visit closure, including checking out patients after their visit, scheduling follow-up appointment(s), and providing patients with the after-visit summary. May educate and support patients with the patient portal/app.

Creates a welcoming and professional environment for our patients and visitors by demonstrating extraordinary customer service. Greets patients and visitors and responds to routine requests for information. Answers telephone, screens calls, and takes messages. Maintains excellent public relations with patients, families, and clinical staff as well as demonstrates a willingness and ability to work collaboratively with others for concise and timely flow of information. Proactively communicates issues involving customer service and process improvement opportunities to management.

Offers various assistance to patients to include: arranging transportation needs, providing directions, locating a wheelchair, coordinating interpreter services, etc. May be responsible for e-scanning documents to Health Information Management (HIM), addressing incoming/outgoing fax, addressing inbasket messages via the electronic health record, and following direction from the clinical team for emergent needs.

Monitors and works assigned electronic health record work queues, following the department’s approved process.

May assist department leadership with orientation and training.

Licensure, Registration, And/or Certification Required

None Required.

Education Required

High School Diploma or GED.

Experience Required

None Required.

Knowledge, Skills & Abilities Required

Demonstrate the Advocate Health purpose, values and behaviors.

Ability to work in a high profile and high stress area, working independently to set and meet deadlines, multitask and prioritize work. Must be able to manage high-volume workloads with many interruptions in a fast-paced environment without direct supervision. May be cross‑trained across various specialties and provide staffing support as needed.

Strong attention to detail and accuracy.

Excellent customer service skills in a variety of situations. Must have excellent service recovery skills.

Demonstrated independent thinking and problem‑solving skills, ability to exercise judgment to triage issues and concerns.

Excellent communication (written & verbal), customer service and interpersonal skills, ability to effectively communicate with a variety of patients, visitors, staff and physicians in a pleasant professional demeanor.

Educate patients on the insurance coverage aspect of their care including managing the discussion for services that will not or may not be paid by their health plan.

Interact with physicians and their staff to resolve issues related to the patient care.

Collect and manage payments including cash payments, if applicable, and follow security related to cash handling.

Strong understanding and comfort level with computer systems and proficient typing skills. Demonstrated technical proficiency including experience with electronic email, Microsoft Office, internet browser and phone technology.

Ability to handle sensitive and confidential information according to internal policies.

Excellent organizational skills.

Demonstrated ability to effectively act as a resource to other teammates.

Physical Requirements And Working Conditions

This position may require travel, therefore, will be exposed to weather and road conditions.

Operates all equipment necessary to perform the job.

Exposed to a normal office environment with significant patient and public contact. May be exposed to ill or contagious patients.

Must be able to transition from sitting to standing frequently. Must be able to stand and sit for extended periods of time and be physically mobile throughout the workday.

Frequently lifts to 10 lbs. and occasionally lifts 20 lbs. or more. This occurs when moving equipment and supplies and when transporting patients and/or charts.

Must be able to push/pull up to 50 lbs. with assistance.

Sensory requirements include vision, hearing and touch. Must also be able to speak clearly.

Must be able to use hands with fine motor skills for keyboard data entry.

Disclaimer

All responsibilities and requirements are subject to possible modification to reasonably accommodate individuals with disabilities.

This job description in no way states or implies that these are the only responsibilities to be performed by an employee occupying this job or position. Employees must follow any other job-related instructions and perform any other job-related duties requested by their leaders.

Our Commitment To You

Advocate Health offers a comprehensive suite of Total Rewards: benefits and well‑being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more – so you can live fully at and away from work, including:

Compensation

• Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training
• Premium pay such as shift, on call, and more based on a teammate's job
• Incentive pay for select positions
• Opportunity for annual increases based on performance

Benefits And More

• Paid Time Off programs
• Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
• Flexible Spending Accounts for eligible health care and dependent care expenses
• Family benefits such as adoption assistance and paid parental leave
• Defined contribution retirement plans with employer match and other financial wellness programs
• Educational Assistance Program

Note: Eligibility for programs listed above may depend on your FTE or status (e.g., full-time, part-time, per diem, temporary, etc.); please ask a Recruiter for more information during an interview.

About Advocate Health

Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation’s largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.