Patient Service Representative Float - Occupational Health

Advocate Health; Milwaukee (WI); On-site; USD 34,000 - 42,000; Full time

Job summary

Advocate Health in Milwaukee, WI is seeking an entry-level Patient Access/Registration Clerk to greet patients, verify insurance, collect co-pays, and schedule appointments. The role emphasizes accurate data entry, strong customer service, and clear communication with patients and staff.

No experience is required; a High School Diploma is needed, with proficiency in MS Office and data entry. The position supports a fast-paced clinic environment and coordinating patient flow.

Qualifications

• High school diploma or equivalent.
• Excellent customer service and communication skills.
• Proficiency with Microsoft Office and basic data entry.

Responsibilities

• Greet patients and visitors; respond to information requests.
• Register patients; verify demographics and insurance, collect co-pays.
• Schedule appointments and coordinate cancellations or changes.
• Update insurance and patient data; communicate changes to patients.
• Ensure accuracy of payer information and assist with patient needs.
• Assist with transportation directions and welcome patients to the visit.
• Close visits, schedule follow-ups, and provide visit summaries.

Skills

Customer service

Communication

Data entry

Microsoft Office

Keyboarding

Organization

Attention to detail

Patient interactions

Education

High School Diploma

Tools

Microsoft Office

Email

Job description

Major Responsibilities:

• Greets patients and visitors and responds to routine requests for information. Answers telephone, screens calls, and takes messages.


• Registers patients; obtains demographic and insurance information; verifies insurance coverage, collects co-pays, deductibles, and previous balances; posts payments and updates demographic and insurance information.


• Schedules patient appointments and coordinates cancellations, reschedules, and additions to schedules. Provides accurate, detailed information regarding test preparations, time patient to arrive, and any other directional information needed by patient.


• Updates insurance, financial responsibility and other data when changes or additions occur, and communicates to patient as appropriate.


• Ensures insurance and patient information obtained is complete and accurate, applying acquired knowledge of government and third party payer requirements.


• Identifies, reports, and resolves problems regarding registration to appropriate individuals and departments.


• Monitors patient flow to ensure they are cared for in the most efficient and courteous manner. Offers various assistance to patients to include: arranging transportation needs, providing directions, locating wheelchair, etc.


• Performs visit closure including checking out patients after visit, scheduling follow-up appointments, and providing patients with a visit summary.


• May file, retrieve, and/or deliver patient information and/or records, and completes required forms/documentation.

Licensure, Registration, and/or Certification Required:

• None Required.

Education Required:

• High School Graduate.

Experience Required:

• No experience required.

Knowledge, Skills & Abilities Required:

• Excellent customer service skills.


• Excellent communication (written and verbal) and interpersonal skills; ability to effectively communicate with a variety of patients, staff and physicians.


• Intermediate computer skills including experience in using personal computers; including Microsoft Office or similar applications, and electronic mail.


• Training or experience in keyboarding/data entry with an emphasis on speed and accuracy.


• Excellent organizational skills.


• Ability to read and understand verbal and written instructions, and to sort and file information alphabetically and numerically.


• Ability to work in a fast paced environment with a strong attention to detail and accuracy.

Physical Requirements and Working Conditions:

• Exposed to normal medical office environment, may be exposed to potentially ill patients.


• Must be able to sit for extended periods of time.


• Operates all equipment necessary to perform the job.

This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties.