Patient Services Representative

California Pacific Orthopaedics; San Francisco (CA); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

11 Paid Holidays

3 Weeks Paid Time Off

Annual Bonus

401(k) Retirement Plan

Profit Sharing Plan

Medical, Dental, Vision Insurance

Company Paid Disability Insurance

Flexible Spending Accounts

Company Paid Life Insurance

Parental Leave

Employee Assistance Program

Employee Discount Program

Job summary

California Pacific Orthopaedics is looking for an onsite Patient Services Representative in San Francisco. You will greet patients, manage front desk duties, handle scheduling, and assist with calls while ensuring privacy and accuracy in the EHR.

This role requires strong customer service skills, the ability to multitask, and proficiency with MS Office and Epic EHR. Monday–Friday, 8 AM–5 PM, onsite with competitive benefits.

Qualifications

• High school diploma or GED required.
• 1+ years’ customer service experience (medical office, insurance, call center, or similar).
• Appointment scheduling experience.
• Flexible and able to multitask.
• Proficient with computers, MS Office, and EHR systems (Epic preferred).
• Collaborative and relationship-building skills.
• Strong problem solving and sound judgment.
• Excellent organizational skills.
• Strong communication, listening, and interpersonal skills.

Responsibilities

• Greet and assist patients, visitors, and vendors with professionalism and warmth.
• Check patients in/out and schedule appointments.
• Triage and direct patient questions and concerns.
• Verify and update patient info in our EHR system.
• Scan/upload patient documents to EHR.
• Collect payments and issue receipts.
• Handle appointment changes and cancellations.
• Always protect patient privacy.
• Support call center as needed.
• Answer calls promptly and professionally.
• Triage and route patient calls and requests.
• Schedule appointments per protocol.
• Update patient info as needed.
• Document patient communications in EHR and route messages as needed.

Skills

Customer service

Appointment scheduling

MS Office

EHR (Epic)

Communication

Multitasking

Discretion/privacy

Education

High school diploma or GED

Tools

Epic EHR

MS Office

Job description

Join California Pacific Orthopaedics, the Bay Area’s top destination for orthopedic and sports injury care! We deliver innovative, patient-centered treatment using the latest technology and minimally invasive techniques at our San Francisco and San Rafael locations. Our team combines medical excellence and advanced tech with a strong commitment to privacy and outstanding service.

We’re a supportive, driven team passionate about patient care. Our leadership values work-life balance and offers the flexibility you need to thrive at work and at home.

We’re hiring an onsite Patient Services Representative (PSR) for our San Francisco office. You’ll be the welcoming face for patients—handling check-in, registration, insurance, scheduling, and calls.

If you want your work to make a real difference in patients’ lives, we’d love to meet you.

Essential Functions

As a PSR, you’ll be the first point of contact for patients, providing friendly service while managing front desk, scheduling, calls, and admin tasks.

FRONT DESK RESPONSIBILITIES

• Greet and assist patients, visitors, and vendors with professionalism and warmth.
• Check patients in/out and schedule appointments.
• Triage and direct patient questions and concerns.
• Verify and update patient info in our EHR system.
• Scan/upload patient documents to EHR.
• Collect payments and issue receipts.
• Handle appointment changes and cancellations.
• Always protect patient privacy.
• Support call center as needed.
• Call Center Responsibilities
• Answer calls promptly and professionally.
• Triage and route patient calls and requests.
• Schedule appointments per protocol.
• Update patient info as needed.
• Document patient communications in EHR and route messages as needed.
• Return patient calls and leave voicemails as needed.
• Meet call center goals.
• Communicate professionally with patients, providers, and staff.
• Work with the care team to ensure smooth patient flow and resolve concerns.
• Show professionalism, reliability, and strong communication.
• Follow all HIPAA, safety, and privacy rules.
• Keep uptodate on workflows and procedures.
• Participate in meetings and training as assigned.
• Take on other duties as assigned.
  
  

QUALIFICATIONS & SKILLS:

• High school diploma or GED required.
• 1+ years’ customer service experience (medical office, insurance, call center, or similar).
• Appointment scheduling experience
• Flexible and able to multitask.
• Proficient with computers, MS Office, and EHR systems (Epic preferred).
• Collaborative and relationshipbuilding skills.
• Strong problem solving and sound judgment.
• Excellent organizational skills.
• Strong communication, listening, and interpersonal skills.
• Able to work independently and take direction.
• Handles confidential information with discretion.
  
  

Schedule: Monday–Friday, on-site

Hours: 8 AM – 5 PM

Clinic and office environment.

PERKS & BENEFITS:

• 11 Paid Holidays
• 3 Weeks Paid Time Off
• Annual Bonus
• 401(k) Retirement Plan
• Profit Sharing Plan
• Medical, Dental, Vision Insurance
• Company Paid Disability Insurance
• Flexible Spending Accounts
• Company Paid Life Insurance
• Parental Leave
• Employee Assistance Program
• Employee Discount Program
  
  

California Pacific Orthopaedics is an equal opportunity employer. All qualified applicants will receive consideration for employment regardless of race, religion, color, national origin, sex, sexual orientation, gender identity, age, marital status, status as a protected veteran, or a qualified individual with a disability.