Senior Patient Service Representative

Westchester Medical Center; Town of Mount Pleasant (NY); On-site; USD 31,000 - 42,000; Full time

Benefits offered by this job

Health Insurance

Dental

Vision

Retirement Savings Plan

Flexible Savings Account

Paid Time Off

Holidays

Tuition Reimbursement

Job summary

WMC Advanced Physician Services PC in Mount Pleasant, NY, seeks a Senior Patient Service Representative to greet patients and coordinate scheduling, check-in/out, and communications with care teams. You will liaise between frontline staff and management, ensuring timely service, accurate records, and patient satisfaction.

The role requires at least two years of customer service or medical office experience, a high school diploma (associate degree preferred), and proficiency in Microsoft Office.

Qualifications

• Minimum of two years of customer service and/or medical office experience.
• High school diploma or equivalent; an associate degree is preferred.
• Proficiency with Microsoft Office applications.

Responsibilities

• Greet patients, verify appointment information, and notify nursing staff per policy.
• Register new patients and help with required forms.
• Verify and update patient information in the EMR system.
• Scan forms, IDs, and insurance cards into patient records.
• Schedule future appointments based on procedure type and provider schedules.
• Answer calls, triage, and route as needed.
• Act as Surgical Scheduler when required by management.
• Initiate referrals and obtain pre-certifications as needed.
• Accept payments, issue receipts, and reconcile cash drawer daily.
• Monitor patient flow from lobby to exam room and communicate delays.
• Provide translation for non-English speaking patients and families.
• Prepare correspondence for no-shows and manage deliveries/post.
• Perform general office duties and keep electronic files organized.
• Train and develop patient service representatives to improve performance.
• Maintain a professional appearance and confidential handling of patient information.
• Utilize software and technology to maximize productivity and collaboration.
• Other duties as assigned.

Job description

Job Title: Senior Patient Service Representative

Company: WMC Advanced Physician Services PC

Department: Transplant

Union: No

Position: Full Time

Hours: M-f 8-4:30

Shift: Day

Posted Date: Oct 27, 2026

Hiring Range: $22.26-$30.84

*If you are hired by WMCHealth, your final base salary will be determined based on job-related factors, including employment status (full-time, part-time or per diem), relevant skills, qualifications and experience. Consistent with our commitment to pay equity, we also consider internal equity among similarly situated employees when determining final compensation.

Job Summary:

The Senior Patient Service Representative is responsible for greeting patients and working with them in person, on the phone, or through electronic correspondence to meet their needs regarding scheduling, updating pertinent information, checking in and out, and acting as a liaison in reporting any patient suggestions to management. The Senior Patient Service Representative also acts as a liaison between the patient service representatives and management.

Responsibilities:

• Greets arriving patients, verifies appointment information, and notifies nursing staff in accordance with policies and procedure.
• Registers new patients and assists them in completion of necessary forms.
• Verifies and updates current patient information (demographic, financial, clinical) in the EMR system
• Scans completed forms, identification, and insurance cards into patient documents folder.
• Schedules future appointments based on procedure type, time requirements, and provider schedules.
• Receives, screens, and routes calls to the appropriate destination if necessary. Utilize triage system for all patient related calls, in accordance with triage procedures.
• Performs the functions of a Surgical Scheduler as needed and requested by management.
• Initiates, issues, and verifies patient referrals. Initiates and receives insurance authorization/pre-certifications as necessary.
• Accepts payments, issues receipts, and reconciles cash drawer daily.
• Monitor the patient flow from lobby to the exam room, making sure patients are seen in a timely manner. Communicate with patients if there are any delays in patient care
• Provides translation for non-English speaking patients, their families, and staff if bilingual.
• Create correspondence to patients who failed to keep appointments in accordance with policy and provider request.
• Accept deliveries of medical/office supplies and mail.
• Perform general office duties, such as document preparation, scanning, mailing, and filing.
• Manage, train, and educate patient service representatives to continually improve performance and skill level.
• Maintains a professional appearance and a clean, safe environment.
• Respects patients by recognizing their rights; maintaining confidentiality.
• Utilizes technology, including specialized software as applicable, to maximize productivity.
• Develops and maintains electronic files as necessary.
• Exhibits excellent interpersonal skills; provides customer service; assists other support staff as necessary; collaborates with all levels of internal leadership, management, and staff as well as outside clients, vendors, and other external parties.
• Other duties as assigned.

Job Details:

Job Summary:

The Senior Patient Service Representative is responsible for greeting patients and working with them in person, on the phone, or through electronic correspondence to meet their needs regarding scheduling, updating pertinent information, checking in and out, and acting as a liaison in reporting any patient suggestions to management. The Senior Patient Service Representative also acts as a liaison between the patient service representatives and management.

Responsibilities:

• Greets arriving patients, verifies appointment information, and notifies nursing staff in accordance with policies and procedure.
• Registers new patients and assists them in completion of necessary forms.
• Verifies and updates current patient information (demographic, financial, clinical) in the EMR system
• Scans completed forms, identification, and insurance cards into patient documents folder.
• Schedules future appointments based on procedure type, time requirements, and provider schedules.
• Receives, screens, and routes calls to the appropriate destination if necessary. Utilize triage system for all patient related calls, in accordance with triage procedures.
• Performs the functions of a Surgical Scheduler as needed and requested by management.
• Initiates, issues, and verifies patient referrals. Initiates and receives insurance authorization/pre-certifications as necessary.
• Accepts payments, issues receipts, and reconciles cash drawer daily.
• Monitor the patient flow from lobby to the exam room, making sure patients are seen in a timely manner. Communicate with patients if there are any delays in patient care
• Provides translation for non-English speaking patients, their families, and staff if bilingual.
• Create correspondence to patients who failed to keep appointments in accordance with policy and provider request.
• Accept deliveries of medical/office supplies and mail.
• Perform general office duties, such as document preparation, scanning, mailing, and filing.
• Manage, train, and educate patient service representatives to continually improve performance and skill level.
• Maintains a professional appearance and a clean, safe environment.
• Respects patients by recognizing their rights; maintaining confidentiality.
• Utilizes technology, including specialized software as applicable, to maximize productivity.
• Develops and maintains electronic files as necessary.
• Exhibits excellent interpersonal skills; provides customer service; assists other support staff as necessary; collaborates with all levels of internal leadership, management, and staff as well as outside clients, vendors, and other external parties.
• Other duties as assigned.

Qualifications/Requirements:

Experience:

Minimum of two (2) years of customer service and/or medical office experience required.

Education:

High school diploma or equivalent required. Associates degree from an accredited institution preferred.

Licenses / Certifications:

Other:

Bilingual (English/Spanish) candidates preferred, but not required. Proficiency in Microsoft Office (Outlook, Word, Excel, and Power Point).

About Us:

WMC Advanced Physician Services PC

Benefits:

We offer a comprehensive compensation and benefits package that includes:

• Health Insurance
• Dental
• Vision
• Retirement Savings Plan
• Flexible Savings Account
• Paid Time Off
• Holidays
• Tuition Reimbursement