Patient Services Check In & Out - Surgical Practice

POSITION SUMMARY: The Patient Services Representative facilitates communication between patients and doctors, clinical staff, and administrative staff, and acts as the liaison between patients, insurance companies, and the Central Billing department. Responsibilities include verifying insurance, obtaining pre-authorizations, checking patients in and out, scheduling appointments, answering phones, triage, responding to patient inquiries, and maintaining charts.

ESSENTIAL RESPONSIBILITES:   

• Greet patients in a friendly, professional manner


• Answer phone calls, schedule appointments, assist in patient communications and recalls


• Respond to patient inquiries about billing, procedures, policies and available services


• Prepare patient chart prior to appointment and complete upon patient arrival


• Efficiently process patients through check out by verifying chart documentation and insurance information, accepting and posting payments, preparing and filing clean claims, authorizing insurance and billing, scheduling referrals, and accurately entering corresponding data into EHR


• Perform end of day tasks, including balancing cash drawer, processing daily deposits, evaluating data from various reports, and submitting essential reports


• Monitor patient flow throughout the office, properly communicating delays


• Provide a safe and clean office environment


• Perform other duties and assume various responsibilities as determined by the office manager and doctor(s)

SUPPLEMENTARY RESPONSBILITIES:  Depending upon the patient volume and/or patient flow, you may be required to perform the following tasks.

• Collect patient medical history and enter data into EHR


• Respond to patient inquiries regarding medical procedures and medication regimens

EDUCATION AND/OR EXPERIENCE:

• High school graduate, or equivalent


• Previous medical office experience and knowledge in medical coding/billing is preferred

COMPETENCIES:

• Proficient in EHR, including exceptional keyboarding skills


• Ability to accurately process insurance claims, and ensure proper reporting to Central Billing


• Excellent interpersonal, written, and verbal communication skills


• Detail oriented with strong organizational skills


• Ability to obtain knowledge and skills on the job or through educational courses


• A strong commitment to helping people


• Polite, professional, and courteous


• Ability to lead, motivate and promote a team environment


• Proactive, adaptable, with the ability to work under pressure to accomplish projects and meet deadlines in a fast paced environment

PHYSICAL DEMANDS AND WORK ENVIRONMENT (per ADA guidelines):

• Physical Activity: Talking, Hearing.


• Physical requirements: Sedentary work. Involves sitting most of the time.


• The worker is required to have visual acuity to determine the accuracy, neatness, and thoroughness of the work assigned.

PERSONAL DEVELOPMENT:

• Staff members are required to meet training expectations within the initial 90-day probationary period.


• Obtaining certification through an optometric certification program is encouraged. The Company will provide assistance to all employees eligible for the Employee Career Development Program.