Patient Services Representative (PSR) - Heart, Lung, and Vascular Clinic

OU Health; Oklahoma City (OK); On-site; USD 32,000 - 44,000; Full time

Benefits offered by this job

Paid time off

401(k) plan

Medical & dental coverage

Job summary

3M HEALTHCARE is seeking a Patient Services Representative (PSR) for the Heart, Lung, and Vascular Clinic. The role supports the Cardiovascular Institute by scheduling appointments, maintaining patient demographics, handling front-desk duties, and providing clerical assistance to keep the clinic running smoothly.

The PSR may be filled at Level 1 or Level 2 depending on experience. Candidates should have strong communication and customer service skills, proficiency with MS Office, and the ability

Qualifications

• Education: High School Diploma or GED required.
• Experience: 1+ years of professional work experience for Level 1; 3+ years in customer service, including at least 6 months in a clinical environment for Level 2.
• Strong verbal and written communication skills; proficient with Microsoft Office; knowledge of hospital policies and procedures.

Responsibilities

• Schedules patient appointments, by telephone or in person.
• Provides information about clinic operations.
• Obtains and updates patient demographics.
• Answers calls and directs to appropriate staff.
• Coordinates multi-service appointments and balances encounters in EMR.
• Greets patients and handles payments, receipts, and cash drawer reconciliation.
• Prepares ancillary forms and promotes the Patient Portal.

Skills

Verbal communication

Written communication

Customer service

Policy knowledge

Keyboarding

Education

High School Diploma or GED

Tools

MS Office

Job description

Position Title: Patient Services Representative (PSR) - Heart, Lung, and Vascular Clinic

Department: Cardiovascular Institute

This position may be filled as a Patient Services Representative Level 1 or 2, depending on individual experience, expertise, and qualifications. The Patient Services Representative coordinates schedules of patients in an outpatient clinic and provides clerical assistance toward the smooth operation of the facility.

Essential Responsibilities

• Schedules patient appointments, either by telephone or in person.
• Provides information about clinic operations.
• Obtains patient demographics on new patients and updates demographics on established patients.
• Answers telephone calls and distributes to the appropriate people.
• Coordinates schedules as directed to patients requiring multiple services.
• Greets patients as they come into the clinic for scheduled appointments.
• Accepts payments and writes receipts.
• Distributes encounter forms and inspects the form for completeness and accuracy.
• Ensures the resident and faculty signatures are on the encounter form and chart.
• Copies insurance cards and uploads into the EMR as appropriate.
• Balances and closes personal Cash Drawer Reconciliation, daily.
• Prepares ancillary forms for other services (i.e. x-rays, vascular services, etc.).
• Promotes the organization’s Patient Portal for communication between patient and clinic.
• Pulls patient charts for appointments or to file lab, x-ray, hospital information or other information into the chart.
• Copies medical records for patients and other providers or facilities.
• Makes up new patient charts and/or packets of information.
• Talks to patients about financial accounts.
• Verifies insurance eligibility and primary care physicians for patients.
• Secures referrals to other providers for HMO patients.
• Secures referrals from PCPs for HMO patients to be seen in the clinic.
• Collects and verifies proof of income in order to determine what sliding scale discount is appropriate, if any.
• Monitors and acts on WQs in EMR for referrals.

General Responsibilities

Performs other duties as assigned.

Minimum Qualifications (Level 1)

• Education Requirements: High School Diploma or GED required.
• Experience Requirements: 1 or more years of professional work experience required.
• License/Certification/Registration Requirements: None required.

Minimum Qualifications (Level 2)

• Education Requirements: High School Diploma or GED required.
• Experience Requirements: 3 or more years of experience in customer service, including at least 6 months in a clinical environment, required.
• License/Certification/Registration Requirements: None required.

Knowledge, Skills, and Abilities Requirements

• Strong verbal and written communication skills.
• Strong customer service skills.
• Ability to work effectively with other employees, patients, and external parties.
• Proficient with the use of Microsoft Office tools.
• Knowledge of hospital policies and procedures.
• Keyboarding skills sufficient to meet the requirements of the position.

Benefits

OU Health is an equal opportunity employer. We offer a comprehensive benefits package, including PTO, 401(k), medical and dental plans.