Patient Services Representative

Job Summary

Meet and greet patients, respond to phone calls, and check patients in and out of the physician office. Maintain accurate financial records, patient records and schedule referral appointments. Flexible to work both front and back office.

Job Responsibilities

• Responsible to complete requirements in checking patients in and out of the medical office. Assist with patient scheduling, make appointments and referrals for testing and or other specialists, ensuring medical orders are met. Greet patients in a friendly and courteous manner. Present as trustworthy and cooperative.


• Document patient phone messages accurately. Obtain necessary registration documents. Register and update demographic and insurance info. Update the patient’s electronic medical record and maintain records as required to meet compliances. Communicate necessary information.


• Maintain patient files or records timely. Secure patient medical records and scan them into charts. Assume info management responsibilities for patients’ electronic medical record.


• Collect co-payments and post outstanding balances. Receive payments and prepare bank deposits. Balance and batch electronic credit card transactions. Verify deposit totals with supervisor. Prepare financial documents. Maintain and reconcile cash drawer.


• Process interoffice mail and faxed documentation. Distribute and organize appropriately. Enter drug samples when asked. Maintain educational supplies. Assist other departments when needed. Attend staff meetings.


• Use computer for scheduling, registration, and other record keeping. Requires continual use of phone, fax, copier, and scanner daily. Maintain office supplies and/or communicate needs.


• Ensure to meet compliance with all applicable hospital and department policies, procedures, and protocols.


• Notifies management of changes in workload to maximize productivity. Resolves and follow ups on challenging occurrences or situations.


• Maintain a positive attitude toward patients, physicians, co-workers, management and other hospital staff Contribute to team building and maintain a team-oriented


• Other duties as assigned.

Education Requirements

• Minimum: High School Diploma or Equivalent


• Preferred: Specialized Training in office administrative skills such as computers, software, and data entry.

Experience Requirements

• Minimum: Previous Customer Service experience


• Preferred: 1 or more years of office administrative experience and customer service

License/Certification Requirements - None