Patient Services Representative

San Ysidro Health; Escondido (CA); On-site; USD 38,000 - 46,000; Full time

Job summary

San Ysidro Health in Escondido, California seeks a patient services representative to greet visitors, answer phones, register new patients and guide them through funding eligibility and patient access processes.

Responsibilities include entering demographics into Epic, collecting co-pays, coordinating referrals, researching funding options, and providing courteous service to patients and staff while upholding privacy rules.

Qualifications

• Minimum one year in customer service, preferably in a medical setting.
• High School Diploma or GED required; CA Driver's License preferred.
• Bi-lingual abilities with English fluency required for patient interactions.

Responsibilities

• Greet visitors, answer phones, and direct callers and patients.
• Register new patients and verify demographics and insurance details.
• Enter patient data into Epic system accurately and timely.
• Explain funding options and assist with co-pays and deductibles.
• Coordinate referrals and assist with patient access processes.
• Maintain cleanliness and organization of front desk area.

Skills

Customer service

Bilingual (Arabic/English, Farsi/Eng,/

Communication

Data entry

Phone etiquette

Problem solving

Education

High School Diploma or GED

CA Driver's License

Medical Assistant Certification

Tools

Epic system

Job description

Position Summary:

Answer telephones, greets, assists and directs visitors, patients and other clinic office callers. Guides, screens and registers new patients. Assists patients in obtaining services and provides information on funding eligibility and inquiries related to patient access processes, policies, and/or other related information; researches and resolves customer problems. Performs clerical duties to support the daily business activities of the location.

Essential Functions of the Job:

• Assembles all data and documents required for complete patient registration, including, insurance verifications and authorizations.
• Enter current patient demographic information into Epic system.
• Provide excellent customer service and be able to communicate effectively with internal and external personal.
• 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 (RTE) 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.
• Works in collaboration with all areas of patient inquire to identify and resolve issues and/or barriers.
• Enters a variety of fiscally related information into databases; maintains fiscal records and files.
• Responds to requests for information and inquiries related to patient representative processes, policies, and/or other related information; researches and resolves customer problems.
• Recognizes need for immediate and urgent services.
• Provides assistance, guidance and direction to visitors and patients.
• Assists in care and maintenance of department equipment and supplies.

Additional Duties and Responsibilities:

• Maintains established departmental policies and procedures, objectives, quality assurance, safety, environmental and infection control standards.
• Able to adapt to organizational changes and functions.
• Participates in educational programs and in-service meetings.
• Attends meetings as required.
• Performs other related duties as assigned or requested by the Patient Services Supervisor.

Job Requirements

Experience Required:

• One year of customer service experience or successful completion of internship at San Ysidro Health.
• One year experience in a medical setting, preferably front desk or reception preferred.

Education Required:

• High School Diploma or GED Equivalent

Certifications Preferred:

• CA Drivers License and vehicle insurance
• Medical Assistant Certification

Verbal and Written Skills Required to Perform the Job:

• Bilingual (Arabic/English, Farsi/English or Spanish/English)

Technical Knowledge and Skills Required to Perform the Job:

• Must have verbal ability for accurate and tactful explanation.

Equipment Used:

• General office equipment including multi-extension phones; CRT/PC, and other office machines.

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.