Patient Service Representative (PSR) II

Southeast Primary Care Partners; United States; Remote; USD 34,000 - 45,000; Full time

Job summary

Southeast Primary Care Partners is seeking a Patient Service Representative to be the primary contact for patients, handling check-in/out, scheduling, and payments. The role emphasizes accurate data entry, appointment coordination, and confidential handling of medical records.

The position requires excellent communication, courtesy, and organization to ensure a smooth patient experience across multiple locations, with remote work options as described.

Qualifications

• High school diploma or GED required.
• 1 year of related work experience including data entry.
• Working knowledge of medical office procedures and medical terminology.
• Ability to sort and file materials alphabetically or numerically.
• Effective communication and customer service skills (AIDET).
• Competency assessment after training.
• Excellent interpersonal skills.

Responsibilities

• Greet patients on arrival and manage 20-minute wait time.
• Assist with intake and copying required documents.
• Collect co-payments, co-insurance and deductibles and issue receipts.
• Manage cashier box and daily deposits per company policies.
• Process walk-in patients and visitors; answer phones.
• Schedule appointments and referrals as indicated.
• Assist with patient outreach (reminders, wellness visits).
• Maintain and file patient records; ensure timely scanning/filing of correspondence.
• Perform other related duties as assigned.

Skills

Data entry

Effective communication

Customer service

Confidentiality

Organizational skills

Education

High school diploma or GED

Tools

Microsoft Office Suite

ICD-10 CPT knowledge

Job description

Remote

Description

We are seeking a dedicated and compassionate Patient Service Representative to join our healthcare team. The ideal candidate will serve as the primary point of contact for patients, ensuring a positive experience by providing exceptional customer service. This role involves scheduling appointments, managing patient records, answering inquiries, and facilitating effective communication between patients and healthcare providers.

Requirements

Job Summary

The Patient Services Representatives is responsible for greeting (checking in and checking out), scheduling patients, and collecting, recording and balancing payments.

Representative-I

Patient Service Representative-l

Responsibilities

• Greets patients as they arrive and manages 20-minute wait time.
• Assists patient with intake processes including copying required documents.
• Collects co-payments, co-insurance and deductibles and issues receipts.
• Manages cashier box and daily deposits according to company policies.
• Processes walk-in patients and visitors.
• Answers phones and schedules appointments (special focus on physician requested return visits).
• Schedules referrals as indicated.
• Assists with patient outreach as applicable (e.g., next-day reminders, AWV support).
• Manages medical records (maintains, files/scans, prepares for schedule).
• Ensures all correspondence is scanned and/or filed in timely manner.
• Performs all other related duties as assigned

Education, Experience and Skills

Requirements:

• High school graduate or GED required.
• One year of related work experience including data entry.
• Working knowledge of medical office procedures and medical terminology.
• Ability to accurately sort and file materials by alphabetic or numeric systems
• Effective communication and customer service skills required (AIDET).
• Successful initial competency assessment, following rotational training.
• Excellent interpersonal skills
• Ability to always communicate clearly and effectively with patients and other external parties in a courteous and friendly manner
• Must be detail-oriented and highly organized
• Firm grasp on administrative processes, and organizational policies
• Knowledge of patient care and examination procedures
• Must be able to maintain confidentiality at all times
• Microsoft Office Suite
• ICD-10 and CPT experience preferred
• Proficient in patient check in, check out and referral process.

Patient Service Representative-II

Responsibilities

• Perform all responsibilities for PSR-I
• Assist in training and evaluation of new hires
• Assisting other PSRs and providers in need
• Assisting PSR-Team Lead as directed
• Solves issues of moderate complexity
• Assists in training of new PSR’s
• Performs all other related duties as assigned

Key physical and mental requirements:

• Ability to lift up to 50 pounds
• Ability to push or pull heavy objects using up to 50 pounds of force
• Ability to sit for extended periods of time
• Ability to stand for extended periods of time
• Ability to use fine motor skills to operate office equipment and/or machinery
• Ability to receive and comprehend instructions verbally and/or in writing
• Ability to use logical reasoning for simple and complex problem solving
• Ability to travel to multiple locations to support business needs as required