Patient Services Specialist: Front Desk & Scheduling

Allergy Partners; Plano (TX); On-site; USD 34,000 - 42,000; Full time

Benefits offered by this job

401(k)

Health Insurance

Paid Time Off

Paid Holidays

Vision Insurance

Health Savings Account (HSA)

Dental Insurance

Life Insurance

Disability Insurance

Job summary

Allergy Partners is seeking a Patient Service Representative to join our Plano practice. You will register patients, answer the phone, schedule appointments, collect payments, and balance daily transactions in a collaborative, patient-centered environment.

The role emphasizes accuracy, HIPAA compliance, and strong communication as you support front-office operations and coordinate referrals and test scheduling with the practice team.

Qualifications

• Minimum of two years of experience in a medical office or customer service position.
• Proven success asking for payment, making change, and balancing a cash drawer.
• Working knowledge of basic managed care terminology and practices.
• Familiarity with scheduling and rearranging appointments effectively.
• Comfortable using email, word processing and interacting with Internet applications.
• Bi-lingual is a plus, not required

Responsibilities

• Answers the telephone professionally and pleasantly. Efficiently screens and directs calls and makes appointments as necessary.
• Screens visitors and responds to routine requests for information from patients and vendors.
• Maintains office equipment and office supplies in the front office areas.
• Ensures all faxes are cleared off the machine and are distributed throughout the day. For those practices utilizing electronic fax capabilities, ensures that electronic files are routed appropriately.
• Opens, date stamps, and delivers mail daily as assigned.
• Assembles files and maintains integrity of patient charts by ensuring documents are filed in the correct patient chart. Runs reports and prepares patient encounters for the next day. Responds to medical records requests in accordance with Allergy Partners policy.
• Keeps the patient reception area neat and clean at all times throughout the day.
• Schedules patient appointments: explains to patients which pieces of information they are to bring or complete prior to an appointment, provides a range of potential charges for the visit and the patient’s estimated financial obligation/good faith estimate, provides patients several scheduling options, follows approved scheduling guidelines, prepares and sends out all appropriate information to patients.
• Greets patients as they arrive for scheduled appointments. Ensures registration forms and other patient paperwork is complete and up to date.
• Verifies demographic and insurance information for new and established patients according to protocol; ensures current indexing of insurance and identification documentation into the practice management system.
• Check out patients and collect payment from patients at the time of their visit and provides patients with a receipt. Collection should be made on past due balances as well as current dates of service. Arranges for payment plans according to Allergy Partners policy.
• Ensures proper posting of charges into the practice management system daily as assigned.
• Balances daily over-the-counter transactions and reconciles encounters with payment transactions; prepares deposit slip and delivers "daily close" packet to the Manager or central Administration as appropriate.
• “Closes” the office each day, according to protocol.
• Determines uncollectible balances and refers such accounts to the Practice Manager.
• Assists in other front office duties at the request of the Practice Manager.
• Identify the patient’s referring and primary care providers and ensure the contact information is correctly entered into practice management system and EMR prior to the provider seeing the patient so that the provider can promptly send letters and/or office visit notes once the patient encounter has been completed.

Skills

Cash handling

Balance cash drawer

Communication skills

Bilingual

Conflict management

Medical office experience

Education

High school diploma

Tools

GE Centricity

EHR software

Job description

Allergy Partners is seeking a Patient Service Representative to join our Plano practice. You will register patients, answer the phone, schedule appointments, collect payments, and balance daily transactions in a collaborative, patient-centered environment.

The role emphasizes accuracy, HIPAA compliance, and strong communication as you support front-office operations and coordinate referrals and test scheduling with the practice team.