Patient Services Representative - Lead

Vista Community Clinic; Vista (CA); On-site; USD 32,000 - 34,000; Full time

Benefits offered by this job

Medical, dental, vision

Company-paid life insurance

Flexible spending accounts

403(b) retirement plan

Job summary

Vista Community Clinic (VCC) is a private, non-profit, multi-specialty outpatient clinic dedicated to patient-centered care and community impact. With 14 clinics serving about 70,000 patients annually, VCC is a recognized leader in the community clinic movement throughout Southern California.

The front desk/administrative role focuses on greeting patients, verifying insurance, scheduling, and coordinating care across sites.

Qualifications

• High school graduate or equivalent.
• Minimum three years’ medical/dental office experience.
• Minimum one year experience in insurance billing in a medical/dental setting.
• Bilingual English/Spanish.
• Valid California driver’s license and proof of auto insurance.
• Clean driving record for a minimum period of three years prior to hire; must maintain clean driving record throughout employment.
• Must successfully complete initial training program.

Responsibilities

• Ensure staff are providing excellent customer service.
• Provide oversight of front desk staff, be a resource to assist with PSR duties and questions.
• Responsible for checking patients in for appointments, verifying demographic and insurance information, collecting payments, scheduling appointments, identifying and communicating to the patient needed clinical services.
• Facilitate the flow of patients from the front to the back office, ensuring patients are in exam room on a timely basis.
• Show support to the staff and ensure the following is being completed.
• Ensure all PSR’s are using Well 100% of the time.
• Ensure all PSR’s are running Pointcare for ALL SFS patients 100% of the time, and referring to CEC.
• Ensure all PSR’s are jockeying the schedules.
• Ensure department is printing gaps in care reports 100% of the time for all patients.
• Monitor patient schedules and ensure that all appointments slots are booked.
• Decrease the number of voided encounters.
• Following up and scheduling of no shows, cancellations appointments per policy.
• PCP continuity-schedule to improve.
• Completion of chart prep and collecting accurate demographic information.
• Travel to other VCC locations as needed.

Skills

Bilingual English/Spanish

Customer service

Scheduling

Communication

Education

High school diploma or equivalent

Tools

NextGen EMR

Microsoft Office

Practice Management Software

Well 100%

PointCare

Job description

For eligible employees, benefits include

At Vista Community Clinic (VCC), we believe healthcare is more than medicine, it’s about hope, community, and impact. For over 50 years, we’ve been a leader in the community clinic movement, growing from a small volunteer-driven effort in Vista to a nationally recognized network of state-of-the-art clinics across San Diego, Orange, Los Angeles, and Riverside counties. Today VCC has 14 clinics serving over 70,000 patients annually, we continue our mission of delivering exceptional, patient-centered care where it’s needed most.

As a private, non-profit, multi-specialty outpatient clinic, VCC provides more than healthcare, we provide opportunity. Here your skills are celebrated, your growth is supported and your work makes a difference. We know that our success is a direct result of the exceptional talents and dedication of our employees.

For eligible employees, benefits include

Competitive Compensation & Benefits

• Medical, dental, vision
• Company-paid life insurance
• Flexible spending accounts
• 403(b) retirement plan

Why VCC?

• Winner of the 2025 HRSA Gold Medal for Outstanding Care, placing VCC among the top 10% of Federally Qualified Health Centers in the U.S.
• Recognized by HRSA as a National Quality Leader in Behavioral Health and Diabetes and for excellence in Preventive Health and Health IT.
• A robust training & development culture to help you grow and advance your career.
• A workplace built on respect, collaboration and passion for care.

Lead Responsibilities

• Ensure staff are providing excellent customer service
• Provide oversight of front desk staff, be a resource to assist with PSR duties and questions
• Responsible for checking patients in for appointments, verifying demographic and insurance information, collecting payments, scheduling appointments, identifying and communicating to the patient needed clinical services
• Facilitate the flow of patients from the front to the back office, ensuring patients are in exam room on a timely basis
• Show support to the staff and ensure the following is being completed
• Ensure all PSR’s are using Well 100% of the time
• Ensure all PSR’s are running Pointcare for ALL SFS patients 100% of the time, and referring to CEC
• Ensure all PSR’s are jockeying the schedules
• Ensure department is printing gaps in care reports 100% of the time for all patients
• Monitor patient schedules and ensure that all appointments slots are booked
• Decrease the number of voided encounters
• Following up and scheduling of no shows, cancellations appointments per policy
• PCP continuity-schedule to improve
• Completion of chart prep and collecting accurate demographic information
• Travel to other VCC locations as needed

Greet and respond to limited inquiries from patients and customers in a professional manner. Perform a variety of clerical functions.

• Greet patients in-person and via telephone
• Verify insurance eligibility and copy insurance cards
• Perform financial and eligibility screening for clinic programs
• Print daily schedule and confirm next day’s appointments
• Complete appropriate paperwork as needed for patients school excuses, Head Start forms, etc.
• Make follow-up appointments for referrals from other sites
• Call, reschedule and mail letters to all N/S patients
• Responsible for patients checking in through completing encounters, personal records forms, etc.

Minimum

• High school graduate or equivalent
• Minimum three years’ medical/dental office experience
• Minimum one year experience in insurance billing in a medical/dental setting
• Bilingual English/Spanish
• Valid California driver’s license and proof of auto insurance
• Clean driving record for a minimum period of three years prior to hire; must maintain clean driving record throughout employment
• Must successfully complete initial training program

Preferred

• Minimum one year supervisory or lead experience

Required Skills/Knowledge/Abilities

• Experience/familiarity with Practice Management and Electronic Dental Records systems, NextGen preferred
• Ability to interface with all levels of personnel in a professional manner
• Excellent customer service skills and commitment to providing the highest level of customer satisfaction
• Ability to type minimum 35 WPM

Preferred Skills/Knowledge/Abilities

• Experience/familiarity with Practice Management and Electronic Medical Records systems, NextGen preferred
• Experience/familiarity with computers, Microsoft Office products, business e‑mail communication systems and internet search capabilities

Pay Range

• $23.00 - $25.00 Depending On Experience