The Patient Service Representative is the face of Palomar Health Medical Group. S/he is responsible for greeting & checking in patients, answering phones, documenting accurate patient information, and ensuring overall patient flow. The PSR will schedule walk-in appointments, ensure accurate patient insurance information, explain billing procedures, collect co-payments, deductibles and co-insurance, prepare/file patient forms, and process medical records.
With a friendly disposition and tone, greets and checks in patients when they arrive at the office and/or guides patients through self-service kiosks. Maintains a high-level of customer service with patients and their family members, staff, and providers. Answers heavy volume of calls internally and incoming calls from referring providers; resolves call queries promptly. Ensures patient completes required forms, obtains necessary signatures, and accurately enters patient information for registration. At time of service, ensures all insurance, personal and health information is verified. Scans insurance card and ID into patient’s file. Responsible for out-bound calling regarding missed appointments, to follow-up with tasked messages, outreach, Medicare wellness visit scheduling, TransactRx authorizations and Arch-to-Arch, Graybill and SCMG referrals. Ensures smooth patient flow by monitoring daily scheduling, scanning lobby for waiting patients, and following-up with Back Office staff as needed. Straightens lobby area to ensure a positive and professional environment for patients. Collects patient insurance co-payments, co-insurance, deductibles, and prior balances as well as explains payment policy/billing procedures and patient financial responsibility. Prepares and files patient forms while protecting patient personal health information according to HIPAA requirements. Balances daily monies and receipts, ensures accuracy of batch summaries, and creates deposits. Makes recommendations to improve processes and procedures with a focus on improving patient flow, patient satisfaction, and quality. Monitors, manages, and routes patient portal messages. Serves as department receptionist for outside vendors and contractors.
Ability to speak and read English at a level that is sufficient to satisfactorily perform the essential functions of the position. Knowledge of standard office equipment (i.e., calculator, fax, photocopier) and personal computer and computer software skills (i.e., MS Windows, Excel, Access, Word, PowerPoint, internet, e-mail). Windows computer skills including proficient use of keyboarding, use of mouse or keys for functions such as selecting items, use of drop-down menus, scroll bars, opening folders, copying and similar operations required upon employment or within the first two weeks of employment to perform the essential functions of the job. Performs other duties as assigned. Follows Palomar Health Medical Group rules, policies, procedures, applicable laws, and standards. Carries out the mission, vision, and quality commitment of Palomar Health Medical Group.
Job Requirements
Minimum Education: High School or equivalent
Preferred Education: Not Applicable
Minimum Experience: 1 year experience in a customer service position
Preferred Experience: 2-3 years, preferably in a medical practice setting. Working knowledge of contracted insurances, patient benefits, and third-party requirements preferred.
Required License: Not Applicable
Preferred License: Not Applicable
Required Certification: Not Applicable
Preferred Certification: Medical Administrative Certification
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