Patient Services Representative (PSR)

Sac-Health-1; San Bernardino (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Full benefits package

PTO accrual

Sick leave

Paid holidays

Continuing education benefits

Retirement contributions

Job summary

SAC Health is seeking a Patient Service Representative to manage front-desk duties, verify patient information, collect payments, and schedule visits. This role requires strong communication, bilingual abilities, and EPIC proficiency, with a focus on accurate data entry and patient-friendly service.

The PSR will support the clinic by ensuring smooth patient flow, accurate registration, and adherence to privacy policies, while delivering exceptional customer service across all locations in the

Qualifications

• Requires EPIC certification for the module hired into.
• Six months of customer service or healthcare office experience.
• Experience with insurance verification/eligibility (e.g., Medi-Cal, Medicare) preferred.
• Working knowledge of electronic health records and EPIC preferred.
• Strong written and verbal communication; ability to handle multiple tasks.

Responsibilities

• Greet and assist patients at check-in and check-out.
• Verify patient demographics and insurance eligibility; attach correct program.
• Collect copays and post charges; cashiering and daily reconciliation.
• Schedule appointments and manage patient flow per center procedures.
• Maintain patient privacy and HIPAA compliance; handle confidential data.

Skills

Bilingual English/Spanish

EPIC certification

MS Office proficiency

Excellent communication

Education

High school diploma or equivalent

Tools

EPIC system

Job description

Who We Are:

SAC Health empowers our patients and their families to live vibrant and healthy lives through culturally responsive, exceptional care. Patient-centered, whole-person care. Our unique, full scope, team-based approach is what makes SAC Health the provider of choice for patients.

Top-Tier Patient Satisfaction Scores | Largest Teaching Health Center FQHC | 11 Locations offering 44 Specialties | Participation in NHSC & NCLRP loan forgiveness

What We Are Looking For

The Patient Service Representative (PSR) perform as the frontline gatekeepers - as they gather critical patient information at the start of the patient visit and set the stage for the remainder of the encounter. Works under the supervision of the area supervisor to manage patient check-in and check-out duties, greets patients, answers phones, verification of patient demographic information, determine the correct insurance attach to visit, collects appropriate documentations, collects copays, post all patients charges and cashiering processes within policy, appointment scheduling and assigned clerical responsibilities. The job requires exceptional communication, customer service, organizational, interpersonal skills and ability to work with minimal supervision. All activities must be conducted in a confidential, professional, and personable manner. Performs other duties as needed.

Schedule: 5 days per week, 8hours per day Mon-Thur 7:30am-4:30pm 1hr Fri 7:30am-4pm 30min lunch | Location: San Bernardino, CA

ESSENTIAL FUNCTIONS AND DELIVERABLES

• Supports and implements the organizations vision, mission and values. Maintains a high-level of customer service with patients and their family members, staff, and providers.
• Cultivates and encourages a culture centered on compassionate service, customer service and strong accountability.
• Establishes priorities and strategies for completing daily tasks, ensuring all responsibilities are promptly fulfilled in timely mannger.
• Performs all job functions in a professional, courteous, and timely manner. This includes all electronic communication platforms.
• Performs timely and accurate patient registration and patient flow tracking in accordance to our health center procedures. Determines and verifies patient program/insurance eligibility requirements. Registers patients by verifying that patient's record is up to date and accurate. Makes appropriate changes in computer system and on electronic health record.
• Collects payments and co-pays from patients; obtains authorizations for credit card transactions. Applies payments and adjustments to patient accounts in the computer system accurately and reconciles daily reports. Adheres to payment collection policies and procedures
• Ensures patient completes required forms, obtains necessary signatures, and accurately enters patient information for registration.
• Provide information for all inquiries both in person and by telephone regarding clinic fees and payment programs for uninsured patients. Determine appropriate program or payer source for each patient checking in based on complex criteria including medical services needed, family size and income. Interview patients for sliding fee scales. Providing applications and screening patients as needed. Determine amount of discount and utilizing federal poverty guidelines.
• Demonstrates the ability to identify the patients account via date of birth or name search; creates accounts for new patient appointments; and verifies and updates demographic information. Knows and follows eligibility requirements and verification processes for coverage programs. Enters confidential personal health information and financial information into EMR accurately. Complies with federal and local laws in ensuring patient privacy. Schedules, confirms and cancels appointments; coordinates walk-in patients; follows up with clinic leadership to enhance use of appointments. Utilizes the appointment template to meet or exceed productivity standards.
• Schedule appointment requests, reschedule cancellations for assigned and non-assigned departments.
• Collect payments, count all cash and credit card payments collected at the end of each business day. Understand how to balance and add all collected totals before closing cash drawer. Understand how to print closing report, correctly fill out cash envelope and turn in to supervisor by end of each business day.
• Handles sensitive or confidential information with discretion and sound judgment, knowing when to make decisions independently and when to seek input from others. Understand HIPAA expectations, computer privacy and personal health information documents and follow SACH policies.
• Understand what a FQHC is and the expectation we have as a clinic to obtain Uniform Data System (UDS) information as well as federally poverty level (FPL).
• Must be willing and able to work at all locations as needed to meet patient care needs. Have flexible work hours according to clinic needs.
• Complies with organizational policies and procedures
• Other related duties and responsibilities as assigned.

QUALIFICATIONS

• Education: High school diploma or equivalent required.
• Licensure/Certification: As a requirement of this position, you must receive EPIC certification for the module you have been hired into.
• Experience: Six months of customer service, general office, healthcare related, or vocational training experience required. Medical terminology preferred. Working knowledge of insurance verification/eligibility insurance programs (ex: Medi-cal, MediCare and sliding fee programs) preferred. Experience with electronic health records, familiarity with EPIC preferred.
• Essential Technical/Motor Skills: Must be proficient in MS Office Suite (Word, Excel, PowerPoint, Outlook). Must be able to use widely support internet browsers. Must have the ability to use variations of electronic health records and other various databases. Telephone skills and computer competency required.
• Interpersonal Skills: Bilingual-English/Spanish preferred. Must have excellent communications skills both orally and in writing. Must possess the ability to communicate with and relate to a diverse group of people including patients, community, and other staff. Must have strong conflict and problem resolutions skills. Must demonstrate the ability to supervise professional and para-professional staff while handling multiple tasks.
• Work Eligibility: Must be legally authorized to work in the United States on a full-time basis. Must not now or in the future require sponsorship for employment visas.

EEO: SAC Health is committed to fostering a diverse, equitable and inclusive work environment and is committed to being an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Full Benefits Package!

• Industry Leading PTO Accrual (accrued per pay period)
• Sick Leave
• Paid Holidays
• Paid Jury Duty, Bereavemen t
• SAC Health Covers approximately 85% of Team Member health premium costs (may vary w/benefit plan selection)
• Retirement - up to 8% employer contribution
• Continuing Education and Learning Benefits
• Annual Mission Trip and much more!

Learn More About the Work We Do:

SAC Health's Mission: SAC Health's mission is to reflect the healing ministry & love of Jesus Christ through healthcare, education & partnerships that empower our communities to flourish.

SAC Health's Core Values: Quality Healthcare - Teamwork - Wholeness -Integrity - Compassion - Excellence - Humble Service - Respect