Patient Services Representative – Santa Cruz- Limited Term

UCSF Health Medical Foundation; Santa Cruz (CA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k)

Paid Time Off (PTO)

Job summary

UCSF Health Medical Foundation is seeking a Customer Service oriented Patient Service Representative to join the practice under the Clinic Manager. The role serves as the initial contact for patients and external physicians, handling registration, scheduling, billing inquiries, and MyChart support with diplomacy and accuracy.

You will check-in/out patients, post payments in real time, update demographics, and assist in resolving billing issues while maintaining HIPAA standards and high-quality

Qualifications

• Excellent public relations/customer service skills required.
• Ability to communicate with patients and physicians effectively.
• Experience with registration, scheduling, billing/claims support, and MyChart.

Responsibilities

• Answers phones professionally to assist callers with healthcare objectives.
• Gathers patient information: registration, insurance, payments, and appointment details.
• Registers new patients and processes paperwork; collects copays and follows up on payments.
• Schedules and confirms appointments; monitors schedules for capacity.
• Processes billing corrections and resolves billing issues; communicates with patients and clinics as needed.
• Distributes lab results and updates patient charts in the EHR.
• Maintains office supplies and general office systems.
• Maintains patient demographics and insurance data in the EHR.
• Provides friendly, knowledgeable customer service to patients and staff.
• Notifies supervisor of compliments, complaints, or critical issues.

Skills

Customer service

Communication

EHR

Outlook

MS Office

Billing support

Registration processes

Tools

Electronic Health Record (EHR)

Microsoft Outlook

MS Office Suite

Job description

Under direct supervision of the Clinic Manager this position provides administrative support for patients and physicians in the practice. The Patient Service Representative (PSR) is the initial point of contact for external physicians and the public at large. The incumbent must possess exceptional public relation/customer service skills and be able to communicate with patients and physicians in an effective manner. Primary responsibilities are to identify the needs of the caller and execute a plan to meet the needs for registration, scheduling, billing/claims inequities, My Chart support, and general questions. In addition, the PSR must also be able to assist in resolving issues and improving quality of care, ensure necessary authorizations are obtained prior to patient visits, check-in and check-out patients, post payments in real time, update patient demographics, and to troubleshoot any billing problems that may arise.

JOB DUTIES AND RESPONSIBILITIES:

• Service Standards: Demonstrated ability to remain professional, even when working through difficult situations, support the vision of the Care Center and the core values of UCSF Benioff Children’s Physicians.
• Essential Functions:
• Answers phones professionally and warmly to assist all callers with their healthcare objectives.
• Receives patients at the care center. Tasks include: providing information about clinical services, insurance and payment policies; patient’s registration; processing new patient paperwork; collecting copays; and following up with patients for payment /insurance information when necessary.
• Attends to physician and practitioner needs to support patient care and practice development.
• Schedules and confirms appointments. Monitors schedule frequently for capacity.
• Attends to billing corrections in a timely fashion. Asks for assistance as needed to expedite patient concerns as quickly as possible.
• Distributes incoming paper lab results and scans records into patient chart on a daily basis, as directed by the Supervisor.
• Helps maintain office supplies, equipment and general office systems.
• Technical Skills
• Effectively utilizes Electronic Health Record (E.H.R.), Microsoft outlook and MS Office Suite.
• Takes a proactive view of daily and weekly clinician schedules, fills openings via the waiting lists and through requesting patient names from clinicians. Works diligently to keep clinicians’ schedules full.
• Keeps patient demographics and insurance information accurate and up-to-date in in the EHR.
• Communication
• Provides friendly, knowledgeable and responsive internal and external customer service. Sets appropriate expectations for patient and staff like.
• Reminds patients of their appointments 72 hours in advance and on a daily basis or as needed, defined by the department workflow.
• Checks voicemail throughout the day and returns patient calls the same day and no later than 24-hours.
• Utilizes EHR to communicate about appointment details. Keeps other administrative team members well-informed of any patient(s) or physicians(s) needs, schedule changes, etc.
• Keeps Supervisor informed of customer compliments, complaints, or problems / critical issues with clinical services in a timely manner.
• Quality
• Maintains current knowledge of all physicians and services of the practice.
• Consistently extends a professional, warm environment by using a pleasant tone of voice and maintaining composure at all times.
• Attends staff meetings and other office meetings, as required.
• Holds self and peers accountable to uphold the Standards of Behavior regardless of race, ethnicity, culture, religious affiliation, disability, socioeconomic background, education, sexual orientation, marital status, gender, age or position.
• Adheres to all UCSF Benioff Children’s Physicians policies and procedures (i.e. Administrative and Human Resources), practices safe work habits, and engages in good business standards and practices.
• Respects and is sensitive to cultural diversity, patient care, patient rights and ethical treatment, safety and security of physical environments, teamwork, and demonstrates respect for others.

Working Relationships/Contacts:

• Initiates and maintains effective working relationships with UBCP colleagues and other people with whom the incumbent must interact to perform their responsibilities.
• Other Job Functions:
• Complies with all HIPAA regulation and UBCP standards of patient confidentiality.
• Accepts and performs other job related duties, projects and responsibilities, as required.
• Must adhere to HIPAA regulations and maintain clinic, physician, RN and patient confidentially.

ADDITIONAL INFORMATION

The essential functions listed are typical examples of work performed in this job classification. They are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. This position may also perform other duties as assigned.

We offer a competitive benefits package including a very generous 401(k) and Paid Time Off (PTO) plans.