Patient Service Associate Job Description

Patient Service Associate Job Description

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Patient service associate provides escalated customer service to patients and practice staff related to patient billing inquiries received through the third party billing partner and/or front office staff.

Patient Service Associate Duties & Responsibilities

To write an effective patient service associate job description, begin by listing detailed duties, responsibilities and expectations. We have included patient service associate job description templates that you can modify and use.

Sample responsibilities for this position include:

Adheres to Cash collection policies and procedures
Responsible for petty cash collections bag and daily deposit
Start IVs
Perform a variety of duties associated with registering patients for practice services
Verify patient insurance information, call for insurance authorization, patient address, telephone
Check-in patient upon arrival to the practice
Identify correct patient information using double identifiers in Maestro Care
Make return appointments by scheduling patients into the correct appointment type
Coordinate and participate in a variety of duties associated with daily clinic preparation process, patient identification, patient check in and check out, charge posting, cash management and patient appointment scheduling
Position also involves customer service, message distribution, referral management, insurance verification for physical therapy w/ Duke PT

Patient Service Associate Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Patient Service Associate

List any licenses or certifications required by the position: CPR

Education for Patient Service Associate

Typically a job would require a certain level of education.

Employers hiring for the patient service associate job most commonly would prefer for their future employee to have a relevant degree such as Collage and High School Degree in Education, Associates, Healthcare, Business, Medical, Communication, Nursing, Computers, Osteopathic Medicine, Medicine

Skills for Patient Service Associate

Desired skills for patient service associate include:

Medical terminology and telephone etiquette
Medical terminology
Basic grammar and mathematical principles normally acquired through high school education
Computers
Perinatal coding
Common safety hazards and precautions to establish a safe work environment
Insurance and government payer regulations and other third party billing requirements
Obstetrical
Office billing forms
Medical ancillary service requisitions

Desired experience for patient service associate includes:

This requires collection of copays and old balances correctly posting in Maestro
Position requires the ability to balance daily and ensure proper cash maintenance is used
Minimum of one year of work experience in directly communicating and providing service to patients or public
Daily clinic preparation process
Prefer experience with outpatient scheduling in Maestro Care
Minimum of one year work experience directly related to communicating and providing service to patients or the public

Patient Service Associate Examples

1

Patient Service Associate Job Description

Job Description Example
Our innovative and growing company is looking for a patient service associate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for patient service associate
  • Check in patients upon arrival in the practice
  • Audit encounter forms for completeness and accuracy
  • Contact patients who no show for their appointments the following day to offer rescheduling
  • Determine amount of cash to be collected based on insurance plan
  • Make return appointments by scheduling patients into the correct appointment type and enter all information
  • Answer telephones, take and deliver messages to physician, PA and others
  • Obtain authorizations as required for work compensation patients
  • Obtain authorizations as required for Duke Physical Therapy (for those patients we refer to)
  • Batch out and reconcile cash bag daily
  • Identify correct patient information in Maestro Care and verify demographic data for three clinics with an average of 125 patients per day
Qualifications for patient service associate
  • This position also requires someone who can help patients in general, such as assistance in wheelchairs which requires lifting, pushing, or pulling
  • Check patients out check in
  • Other training may also be required during the year
  • International life experience or experience serving international patient and families (in work environment)-preferred
  • Previous customer service experience handling high call volume preferred
  • Knowledge of CPT and ICD9 codes highly preferred
2

Patient Service Associate Job Description

Job Description Example
Our growing company is hiring for a patient service associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for patient service associate
  • Schedule referrals at check-out if referred by another provider in same office
  • Answer telephone, and deliver message through the Epic system for three clinics in the appointment que for three clinics with an average of 180 calls per day
  • Monitor and process 4 fax machines
  • Inputs authorizations into patient accounting system on an ongoing basis
  • Obtains authorization from governmental/nongovernmental third party payers, validates Medicare information and correct billing for home care services
  • Enters and maintains clinician working schedules in patient scheduling system
  • Logs and tracks information as requested and defined to monitor processes
  • Ability to use Maestro to assist with patient and visitor way finding
  • Offers a sincere welcome to every patient / guest of MOB8
  • Assists in the control / flow of traffic in front of the office building
Qualifications for patient service associate
  • Experience with government billing preferred
  • Ability to review large amounts of data for accuracy
  • EPIC Registration and Scheduling Training required within 1st month of employment
  • Other training as needed
  • Minimum of one year of work experience in directly communicating and providing customer service to patients or public
  • 2 years of experience in healthcare, hospital, and physician billing
3

Patient Service Associate Job Description

Job Description Example
Our growing company is looking to fill the role of patient service associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for patient service associate
  • Disseminate messages according to practice communication standards knowledge, skills, and abilities
  • Greets and interviews patients, family, or other related individuals in a friendly and courteous manner to obtain pertinent information for the purpose of producing a medical record, a appointment book, registering patients and creating appointments
  • Screens patients to determine eligibility for financial programs (e.g., Child Health Plus, presumptive Medicaid applications, FPBP )
  • Completes applications or referral for financial assistance programs such as Child Health Plus, presumptive Medicaid, Sliding Fee Scale and properly documents service/assistance rendered to patient
  • Assist other PSAs as needed to verify patient insurance/address/telephone contact information for billing and notification purposes
  • Maintains accurate information regarding all insurance accepted by LFHC (including Commercial Insurance, HMOs)
  • Answers questions and provides information regarding the health centers policies and procedures
  • Corresponds and communicates with patients to schedule specialists appointments in a timely manner, maximizing patient satisfaction
  • Serves as the main liaison between medical providers and patients for obtaining prior authorizations, referrals to various specialty services or departments
  • Works with managed care plans to help resolve payment issues for patients
Qualifications for patient service associate
  • Knowledge of key Children's Healthcare of Atlanta patient accounting applications, , EPIC Resolute, Dentrix Dental, Clearinghouse, or comparable system
  • Demonstrated skill in complaint resolution and de-escalation of irate customers
  • Strong knowledge of various types of business office functions, including refunds, adjustments, cash posting, collections, and billing
  • Knowledge of various insurance plans and hospital and physician claim types
  • General personal computer and data entry skills
  • Working knowledge of Health Insurance Portability and Accountability Act privacy requirements
4

Patient Service Associate Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of patient service associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for patient service associate
  • Able to identify data entry errors in the assignment of, but not limited to patient type, date of service, service-diagnosis conflict and account numbers and uses available resources and reporting mechanisms to verify the correct information
  • Serves as the back up to PSA Supervisor for coordinating daily PSA assignments
  • Collaborate with Site leadership and PSA Supervisor on ways to improve patient flow
  • Relieves other employees while they are on breaks, vacation, sick leave and/or attending trainings/meetings as assigned by supervisory staff
  • Reports problems with workflow, procedures, conflicts and/or other concerns encountered in the workday to Site Director or PSA Supervisor
  • Performs a variety of clerical duties involved in maintaining patient medical records to include filing
  • Assists with addressing patient concerns and complaints
  • Delivers messages and carries hand packages between departments in the hospital and clinic
  • Coordinate and participate in a variety of duties associated with management
  • Serves as the primary individual to obtain prior authorizations for procedures and specialty referrals for the site’s patients
Qualifications for patient service associate
  • Must participate in group activities requiring interpersonal skills & cooperation Must work as late person when scheduled or according to business needs
  • Coordinate and participate in a variety of duties associated with daily
  • Complete and distribute
  • Prepare for clinic visits by reviewing next day patients and completing clinic preparation process, according to PRMO credit and collection policies
  • Determine the amount patients
  • Must be able to apply specific departmental maintaining records and forms
5

Patient Service Associate Job Description

Job Description Example
Our company is hiring for a patient service associate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for patient service associate
  • Communicate and coordinate services with both internal departments (NYU Radiology, FHC or FGP Specialty services) and external parties (community doctor offices or any non-NYU entity)
  • Review and address referral related work queues in EPIC on a daily basis
  • Performs a variety of clerical duties involved in maintaining patient medical records to include filing retrieving and distributing medical records loose notes and reports in accordance with established priorities and procedures in a designated section of the medical record department
  • Able to search for a specific patient using but not limited to the following information patient name, date of birth and gender
  • Via telephone correspondence and personal contact communicates with patients to schedule appointments in a timely manner maximizing patient satisfaction
  • Answers questions and provides information regarding the health center’s policies and procedures and distributes patient handbooks health plus and other information to facilitate patient service following the SERVE model
  • At each patient visit verifies patient insurance/address/telephone contact information for billing and notification purposes initiates appropriate procedures to maintain accurate patient and/or department records in the center’s registration system
  • Greets and interviews patients family or other related individuals in a friendly and courteous manner
  • Responsible for providing customer support at the times required by the business and defined by the weekly staffing schedule
  • Responsible for understanding and following corporate and functional business unit procedures technical guidance documents
Qualifications for patient service associate
  • Pick up X-rays, encounter forms
  • Verify patient demographic IDX
  • Attach Prepare encounter forms
  • Present data
  • Coordinate all preparation and referrals forms and obtain signature asrequired by policy and procedure
  • Copy, file and distribute labs/procedures as requested

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