Patient Services Representative

Wheeler; Plainville (CT); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

403(b) plan

Education reimbursement

Employee Assistance Program (EAP)

Paid time off

Job summary

Wheeler in Plainville, CT is seeking a Patient Service Representative to support enrollment of new clients and data entry in the EHR. The role involves registering patients, collecting insurance information, verifying coverage, and scheduling across Health and Wellness Centers.

Responsibilities include front-d desk duties, managing calls, backfilling appointments, and maintaining accurate records. Competitive benefits and a full-time schedule support professional growth.

Qualifications

• High School diploma required with one year of progressively responsible work experience.
• Experience with Microsoft Office and office equipment preferred.
• Valid driver's license required; safe operation of vehicle in community.
• Strong data-entry and documentation skills are essential.

Responsibilities

• Greet patients/clients and provide exceptional customer service.
• Register new patients/clients and collect detailed insurance information.
• Verify insurance coverage at check-in via Phreesia and phone/verification calls.
• Collect copays and reconcile deposits; forward to billing promptly.
• Manage provider schedules and backfill no-shows or cancellations to ensure access.
• Schedule and coordinate appointments across Medical, Dental, Behavioral Health, and Psychiatry.
• Create and deliver accurate documents to patients, referral sources, and primary care physicians.

Skills

Customer service

Data entry

Phone handling

Education

High School diploma

Tools

Microsoft Office

Job description

POSITION SUMMARY

The Patient Service Representative (PSR) performs functions related to the enrollment of new clients. A PSR will register new patients/clients, obtains detailed insurance information, and enters data in the Electronic Health Record (EHR). PSRs will be cross trained to work at every Health and Wellness Center including but not limited to the Navigation Center. They will be trained perform administrative duties, schedule appointments, manage incoming calls, and backfill appointments as needed.

RATE $20

EDUCATION AND EXPERIENCE/QUALIFICATIONS

High School diploma and one year of progressively responsible work experience is required.

Experience with Microsoft Office products, other software programs, and office equipment such as fax, copiers, and scanners are preferable.

Valid Drivers License is required. Safely operates vehicle in the community, based on program needs

LOCATION

Plainville, CT

SCHEDULE

Full time

Monday - Thursday 11am - 7pm and Friday 10 - 6pm

EMPLOYEE BENEFITS

At Wheeler, we're committed to not only supporting your career growth but also ensuring your well-being and security. Here's how we invest in you:

Nurture Your Health:

• Comprehensive medical and prescription insurance through Centivo


• Comprehensive dental and vision insurance through Cigna


• Access to wellness programs to support your physical and mental health

Secure Your Future:

• Enjoy peace of mind with company-paid life and AD&D insurance


• 403(b) Plan, with contributions from the company

Fuel Your Career Growth:

• Pursue your educational goals with our Education Reimbursement Program


• Access training and development opportunities


• Receive a productivity incentive to recognize your hard work and dedication

Maintain Work-Life Harmony:

• Recharge with generous paid time off, including:
  
  
  
  • 15 vacation days per year to explore and recharge
  
  
  • 8 sick days per year for your well-being
  
  
  • 2 personal days per year for your personal needs
  
  
  • 2 floating holidays per year to celebrate what matters to you
  
  
  • 9 paid company holidays to spend with loved ones
  
  
  
  


• Access free and confidential counseling through our Employee Assistance Program (EAP)

ESSENTIAL DUTIES AND RESPONSIBILITIES

Greets and provides exceptional customer service to all patients/clients, visitors, and callers, assessing the needs of each and triaging as necessary.

Oversee the safe, efficient, and comfortable atmosphere of the reception area.

Collect, verify, update, and document all consents, screenings, demographic and insurance information, prior to services via the Phreesia Pad.

Verify each patients/client’s insurance coverage at the time of check-in via Phreesia eligibility swipes and/or verification calls to the insurance company.

Collects patient/client copays and outstanding balances at the time of check-in, reconciles deposits, and forwards to billing in a timely manner.

Review and maintain provider schedules daily to ensure accuracy. Backfills no show and cancelled appointment slots, ensuring patients/clients have timely access to care.

Manage all walk-in appointments in accordance with Wheeler’s scheduling guidelines.

Manages scheduling for all disciplines, including but not limited to Medical, Dental, Behavioral Health, and the Psychiatric department.

Produces and delivers timely, accurate and professional documents as needed to patients/clients, referral sources, collateral contacts, and primary care physicians.

Supports supervisor in monitoring office supplies, lab supplies, educational and clinical literature, and orders as necessary.

Maintains all scanning/indexing per Wheeler’s indexing protocols.

Processes, and sorts incoming faxes and mail.

Pursues and utilizes available insurance trainings and staff development opportunities to develop job related skills, and enhance knowledge and growth within the agency.

Maintains flexibility pertaining to cross training in the Navigation Center and coverage at other Health and Wellness sites as it meets the needs of the department.

Maintains competencies to meet expectations in all position-specific key performance indicators.

Continues to develop knowledge and understanding about the history, traditions, values, family systems, and artistic expression of groups served as well as uses appropriate methodological approaches, skills, and techniques that reflect an understanding of culture.