Patient Services Lead

San Ysidro Health; Escondido (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

San Ysidro Health is seeking a Patient Service Representative Lead to manage front office operations and support patient flow across X-ray, Behavioral Health, Laboratory and Chiropractic services. The role involves registering new patients, assisting with check-in, and guiding patients through funding eligibility and payer resources.

The position requires strong communication skills, experience in a medical setting, and the ability to train and supervise PSRs while maintaining service quality

Qualifications

• Two years experience in a medical setting, preferably front desk or reception.
• Must have excellent oral and written communication skills.
• Demonstrates ability for accurate and tactful verbal explanations.
• Proficiency with general office equipment and software.

Responsibilities

• Registering patients and assisting with appointment and check-in process.
• Provide front office support and coordinate with nursing, medical records, and provider schedules.
• Assist patients with funding eligibility and sliding fee programs; explain payer resources.
• Answer phones, greet visitors, and direct callers and patients efficiently.
• Maintain departmental policies, ensure quality service, and support daily operations.

Skills

Front desk experience

Communication skills

Verbal and written communication

Customer service

Education

High School Diploma or GED

Tools

Computers/Office software

Job description

Directs and coordinates all work activities of San Ysidro Health. Responsible for performing a variety of functions which involve the activities of the front office including X-rays, Behavioral Health, Laboratory and Chiropractic. Answer telephones, greet, assist, and direct visitors, patients and other clinic office callers. Guides, screens, and registers new patients. Assists patients in obtaining services and provides information on funding eligibility. Inquiries related to patient access processes, policies, and/or other related information.

Essential Functions of the Job:

• Provides assistance to the front office duties and responsibilities, including registration, appointment and the check-in process.
• Maintains Patient Service Representative (PSR) productivity quality at or above satisfactory level, including efficiency service to the patients.
• Maintains direct communication with PSRs and review daily and monthly co-pays analysis with staff and reduce claim denials to San Ysidro Health standards.
• Provides appropriate technical training to new and existing PSR’s with technical updates and guidance to maintain quality measures to San Ysidro Health standards.
• Conducts monthly customer service audits and communicate positive constructive feedback to the Patient Service Representative to maintain high level of excellence in customer service.
• Prepares reports requested by supervisor/manager where information must be obtained from a variety of sources, including monthly SFD audit reports within a timely manner.
• Works closely with Nursing, Medical Records and Provider Schedule Coordinator to ensure smooth patient flow transition.
• Assists in care and maintenance of department equipment and supplies.
• Reviews employees approved vacation for appropriate coverage.
• Interacts with staff on a consistent basis to assist with technical or patient questions.
• Assesses patient financial responsibility and collects co-pays and deductibles at time of check-in.
• Obtains and documents funding information from patients and provides information on available funding resources.
• Uses payer resources (RTS) and websites to explore and access eligibility; initiates referrals for varies insurance such as Medi-Cal, Medicare, Manage Care, Commercial, etc.
• Administers and determines patient eligibility for Sliding Fee Discounts Program.
• Builds up the new provider’s patient panel. The PSR Lead with the assistance of PSRs will be reaching out to patients proactively to ensure all provider schedules are full weekly.

Additional Duties and Responsibilities:

• Maintains established departmental policies and procedures, objectives, quality assurance program, safety, environmental and infection control standards.
• Enhances professional growth and development through participation in educational programs, current literature, in-service meetings and workshops.
• Attends meetings as required and participates in committees as directed.
• Prioritizes workload to maintain effective time management on a daily basis.
• Performs other related duties as assigned or requested.

Job Requirements

Experience Required:

• Two years experience in a medical setting, preferably front desk or reception.

Education Required:

• High School Diploma or GED equivalent

Verbal and Written Skills Required to Perform the Job:

• Must have excellent oral and written communication skills

Technical Knowledge and Skills Required to Perform the Job:

• Must demonstrate ability for accurate and tactful verbal explanations.

Equipment Used:

• General office equipment including Computers, Laptops, multi-extension phones; CRT/PC, copy machines, fax machines, etc.

Working Conditions and Physical Requirements:

• May be required to lift approximately 25 lbs.
• Mostly sitting position.
• May be required to work evenings and/or weekends or clinics outside of assigned clinic.

Universal Requirements:

Pre-employment requirements include I-9, physical, positive background and reference check results, complete application, new hire orientation, pre-employment PPDs. Compliance with all mandated vaccinations and all boosters is a term and condition of employment.