Patient Services Representative

Royo Eye Care; Yuba City (CA); On-site; USD 32,000 - 34,000; Full time

Job summary

Royo Eye Care is seeking a Patient Services Representative to deliver front-line administrative and patient service support. You will greet patients, schedule appointments, handle calls, and ensure accurate record keeping while safeguarding patient information.

The role requires familiarity with EHR systems, HIPAA compliance, and teamwork to maintain smooth clinic operations in a fast-paced setting at our California location.

Qualifications

• High school diploma or equivalent is required.
• Experience in a medical/healthcare office is preferred.
• Familiarity with medical terminology and office procedures.

Responsibilities

• Greet and assist patients and visitors in a professional, courteous manner.
• Answer calls, screen inquiries, take messages, and provide information.
• Schedule, confirm, and adjust patient appointments according to clinic protocols.
• Collect co-pays, deductibles, or balances per policy.
• Maintain patient demographics and insurance information in the EHR.
• Transmit patient records per HIPAA standards and maintain documentation.
• Support providers with patient flow and administrative tasks.
• Ensure filing, record retention, and office equipment upkeep.

Skills

Customer service

Communication

HIPAA knowledge

Microsoft Office

EHR systems

Education

High school diploma

Healthcare office experience

Tools

EHR systems

Scheduling software

Microsoft Office

Job description

Description

Job Type Full-time

JOB TITLE: PATIENT SERVICES REPRESENTATIVE

STATUS: AT-WILL/NON-EX-

Job Summary

Reporting to the Directors of Clinical Leadership and Clinical Operations, or the District Manager, the Patient Services Representative (PSR) provides front-line administrative and customer service support to ensure a positive, efficient patient experience. This position is responsible for greeting and scheduling patients, managing communication between patients and providers, processing documentation, and maintaining the integrity of patient information. The PSR plays a key role in supporting clinic operations through professional communication, attention to detail, and a strong commitment to confidentiality and organizational values.

Essential Functions

Patient Interaction & Communication

• Greets and assists patients and visitors in a professional, courteous manner.
• Answers incoming calls, screens inquiries, takes messages, and provides accurate information or assistance.
• Schedules, confirms, and adjusts patient appointments according to clinic protocols.
• Communicates effectively with patients regarding scheduling, insurance, and office procedures.
• Collects co-pays, deductibles, or outstanding balances in alignment with financial policy.

Documentation & Records Management

• Obtains, verifies, and updates patient demographics and insurance information.
• Requests, receives, and transmits patient medical records in compliance with HIPAA standards.
• Prepares and maintains accurate electronic patient charts and documentation within the electronic health record (EHR) system.
• Prepares correspondence, forms, and other documentation as required.
• Communicates with referring offices and external partners to support continuity of care.
• Accurately posts payments and maintains daily reconciliation of collected funds.

Administrative & Office Support

• Assists with ordering and maintaining office and clinical supplies.
• Supports providers and clinical staff with patient flow and administrative tasks.
• Helps maintain organized filing systems and ensures timely record retention.
• Ensures care and maintenance of office equipment and reports issues promptly.

Compliance & Professionalism

• Adheres to HIPAA, OSHA, and company confidentiality standards.
• Maintains a professional demeanor and a commitment to service excellence.
• Follows all organizational policies, procedures, and safety protocols.

Team Support

• Collaborates with clinic and administrative staff to maintain efficient daily operations.
• Assists with special projects or additional duties as assigned by clinic leadership.

Requirements

MINIMUM REQUIRED EDUCATION AND EXPERIENCE

• High school diploma or equivalent required.
• Prior experience in a medical or healthcare office setting preferred.
• Knowledge of medical terminology and standard office procedures.
• Proficiency with EHR systems, scheduling software, and Microsoft Office applications.
• Strong interpersonal, verbal, and written communication skills.
• Ability to work independently while maintaining a collaborative team approach.
• Excellent attention to detail and ability to manage multiple priorities effectively.

Position Requirements

• Must successfully complete a comprehensive background check as a condition of employment, including prior to any transfer or promotion within the organization.
• Demonstrates professionalism, integrity, and cultural competence in all interactions.
• Maintains confidentiality of all patient, employee, and company information.
• Exhibits reliability, flexibility, and accountability in fulfilling assigned duties.
• Contributes to an inclusive, patient-centered workplace environment.

Physical Requirements

• Prolonged periods of computer-based work, including data entry and communication.
• Ability to stand, sit, and walk for extended periods throughout the workday.
• Requires bending, stooping, stretching, and occasional lifting of up to 30 pounds.
• Manual dexterity sufficient to operate office and clinical equipment (computer, keyboard, telephone, copier, fax).
• Requires normal range of hearing, vision, and speech to communicate effectively in person, by phone, and through digital platforms.
• Ability to maintain focus and composure in a fast-paced clinical environment.

Salary Description

23-25