Patient Services & Scheduling Coordinator

Wheeler-Clinic; Hartford (CT); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

403(b) plan

Education reimbursement

Training opportunities

Productivity incentive

Paid time off

Sick leave

Personal days

Floating holidays

Company holidays

EAP access

Job summary

The Wheeler-Clinic is seeking a Patient Service Representative to enroll new clients, register patients, collect insurance details, and enter data into the EHR, with cross-training at multiple Health and Wellness Centers. The role supports scheduling, handles calls, and backfills appointments to ensure timely access to care, while maintaining a welcoming reception.

Qualifications include a high school diploma and 1 year of experience; knowledge of Microsoft Office and Phreesia Pad preferred;

Qualifications

• High School diploma and one year of progressively responsible work experience is required.
• Experience with Microsoft Office products, other software programs, and office equipment such as fax, copiers, and scanners are preferable.
• Valid Drivers License is required. Safely operates vehicle in the community, based on program needs

Responsibilities

• Greets and provides exceptional customer service to all patients/clients, visitors, and callers, assessing the needs of each and triaging as necessary.
• Oversee the safe, efficient, and comfortable atmosphere of the reception area.
• Collect, verify, update, and document all consents, screenings, demographic and insurance information, prior to services via the Phreesia Pad.
• Verify each patients/client’s insurance coverage at the time of check-in via Phreesia eligibility swipes and/or verification calls to the insurance company.
• Collects patient/client copays and outstanding balances at the time of check-in, reconciles deposits, and forwards to billing in a timely manner.
• Review and maintain provider schedules daily to ensure accuracy. Backfills no show and cancelled appointment slots, ensuring patients/clients have timely access to care.
• Manage all walk-in appointments in accordance with Wheeler’s scheduling guidelines.
• Manages scheduling for all disciplines, including but not limited to Medical, Dental, Behavioral Health, and the Psychiatric department.
• Produces and delivers timely, accurate and professional documents as needed to patients/clients, referral sources, collateral contacts, and primary care physicians.
• Supports supervisor in monitoring office supplies, lab supplies, educational and clinical literature, and orders as necessary.
• Maintains all scanning/indexing per Wheeler’s indexing protocols.
• Processes, and sorts incoming faxes and mail.
• Pursues and utilizes available insurance trainings and staff development opportunities to develop job related skills, and enhance knowledge and growth within the agency.
• Maintains flexibility pertaining to cross training in the Navigation Center and coverage at other Health and Wellness sites as it meets the needs of the department.
• Maintains competencies to meet expectations in all position-specific key performance indicators.
• Continues to develop knowledge and understanding about the history, traditions, values, family systems, and artistic expression of groups served as well as uses appropriate methodological approaches, skills, and techniques that reflect an understanding of culture.

Skills

Customer service

Office software

Phone etiquette

Education

High School diploma

One year of progressively responsible work experience

Tools

Microsoft Office

Phreesia Pad

Job description

The Wheeler-Clinic is seeking a Patient Service Representative to enroll new clients, register patients, collect insurance details, and enter data into the EHR, with cross-training at multiple Health and Wellness Centers. The role supports scheduling, handles calls, and backfills appointments to ensure timely access to care, while maintaining a welcoming reception.

Qualifications include a high school diploma and 1 year of experience; knowledge of Microsoft Office and Phreesia Pad preferred;