Senior Patient Services Representative-Bristol

Wheeler Clinic; Bristol, Northern (CT, KY); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical and prescription insurance

Dental and vision insurance

Wellness programs

Life and AD&D insurance

403(b) Plan

Education Reimbursement Program

Training and development opportunities

Productivity incentive

Paid time off: 15 vacation days, 8 S,

2 personal days, 2 floating holidays,

9 paid company holidays

Employee Assistance Program (EAP)

Job summary

Wheeler Clinic in Bristol, CT is seeking aSenior Patient Service Representative to oversee enrollment, verify insurance, and enter data in the EHR. The SPSR collaborates with the Support Services Supervisor to ensure patient-centric service and accurate scheduling.

The role requires a High School diploma with 2 years of related experience (or an Associate’s degree with 1 year), strong customer service, phone etiquette, and proficiency in Microsoft Office.

Qualifications

• High School diploma plus 2 years related experience or an Associate’s Degree plus 1 year related experience.
• Experience in a health care setting preferred.
• Excellent customer service and multitasking in a fast-paced environment.

Responsibilities

• Greet patients/clients, provide exceptional service at the front desk.
• Verify insurance coverage at check-in and collect copays.
• Maintain provider schedules and backfill no-show slots.
• Process and sort faxes/mail; support scheduling across multiple disciplines.
• Continually develop skills and cross-train in Navigation Center and other sites.

Skills

Customer service

Phone etiquette

Multi-tasking

Verbal communication

Written communication

Microsoft Office

Data entry

Education

High School diploma

Associate’s Degree

Tools

Phreesia Pad

EHR systems

Job description

Bristol, CT 06010, USA

Job Description

Posted Thursday, September 3, 2026 at 4:00 AM

Wheeler's vision is that all people will have the opportunity to grow, change and live healthier, productive lives. Our mission is to provide equitable access to innovative care that improves health, recovery and growth at all stages of life.

POSITION SUMMARY

The Senior Patient Service Representative (SPSR) leads and performs functions related to the enrollment of new clients. The SPSR registers new clients, obtains basic insurance information, and enters data in the Electronic Health Record (EHR). SPSRs works closely with the Support Services Supervisor, to ensure all PSRs are trained in adherence to department expectations, all patients/clients are provided with exceptional customer services, and all patient scheduling related functions are completed in a timely manner.

Bilingual in Spanish and English required

$2,288 annual bilingual stipend!

EDUCATION AND EXPERIENCE/QUALIFICATIONS

High School diploma plus 2 years of progressively responsible related experience or an Associate’s Degree plus 1 year of progressively responsible related experience is required. Experience in a health care setting including face to face interaction with clients/patients is preferred.

Demonstrates exceptional customer service, appropriate phone etiquette and ability to multi-task in a detail oriented fast paced environment. Exhibits strong verbal and written communication skills. Demonstrates sound judgment and decision making with accurate, thorough, and persistent follow through. Ability to work independently or in a team environment, monitor work flow and establish priorities for front desk operations. Demonstrates proficiency in Microsoft Office applications and other computer software.

Valid Drivers License is required. Safely operates vehicle in the community, based on program needs

LOCATION

Bristol, CT

SCHEDULE

Full time

EMPLOYEE BENEFITS

At Wheeler, we're committed to not only supporting your career growth but also ensuring your well-being and security. Here's how we invest in you:

Nurture Your Health:

• Comprehensive medical and prescription insurance through Centivo
• Comprehensive dental and vision insurance through Cigna
• Access to wellness programs to support your physical and mental health

Secure Your Future:

• Enjoy peace of mind with company-paid life and AD&D insurance
• 403(b) Plan, with contributions from the company
• Pursue your educational goals with our Education Reimbursement Program
• Access training and development opportunities
• Receive a productivity incentive to recognize your hard work and dedication

Maintain Work-Life Harmony:

• Recharge with generous paid time off, including:
  • 15 vacation days per year to explore and recharge
  • 8 sick days per year for your well-being
  • 2 personal days per year for your personal needs
  • 2 floating holidays per year to celebrate what matters to you
  • 9 paid company holidays to spend with loved ones
• Access free and confidential counseling through our Employee Assistance Program (EAP)

ESSENTIAL DUTIES AND 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 understandin g of culture.

Wheeler Clinic is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.