Patient Services Representative Job Description

Patient Services Representative Job Description

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Patient services representative provides medical history forms and insurance information forms to new patients and demonstrates understanding of basic information about insurance coverage.

Patient Services Representative Duties & Responsibilities

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

Sample responsibilities for this position include:

Serve as first point of contact for patient billing inquires and refers complex situations to Billing office when necessary
Serve as first point of contact for patient billing inquires
Track and verifies incoming referral information prior to patient visits and inputs such information into system for proper billing
Correct coding and other errors
Collect co-payments and posts in system for cash only patients and for co-payments due at time of service
Collect payments and post in system for payments made on accounts
Balance accounts receivable daily and maintain cash drawer
Greets patients and performs check-in process for all scheduled and walk-in appointments
Verify patient demographics and insurance eligibility and updates the system
Document verification has been done in the system

Patient Services Representative Qualifications

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

Licensing or Certifications for Patient Services Representative

List any licenses or certifications required by the position: CMA, ABR, RMA, CRCS, IV, BLS, GOLD, CPR, AAHAM

Education for Patient Services Representative

Typically a job would require a certain level of education.

Employers hiring for the patient services representative job most commonly would prefer for their future employee to have a relevant degree such as High School and Associate Degree in Healthcare, Business, Graduate, Medical, Education, Technical, Computer, Associates, General Education, Medical Terminology

Skills for Patient Services Representative

Desired skills for patient services representative include:

Medical terminology
Insurance and insurance industry practices
Billing
Coding
Commercial and government insurance plans
Government resources
Payer networks
Medical office procedures and medical terminology
Appropriate insurance protocols

Desired experience for patient services representative includes:

Contact patients within the standardized timeframes to gather correct insurance information if on-record information is incorrect
Track and verify incoming referral information prior to patient visits
Greet patients and perform check-in process for all scheduled and walk-in appointments
Verify patient demographics and insurance eligibility and update the system
Collect payments and posts in system for payments made on accounts
Balance accounts receivable daily and maintains cash drawer

Patient Services Representative Examples

1

Patient Services Representative Job Description

Job Description Example
Our growing company is looking for a patient services representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for patient services representative
  • Accurately collect, record, and ensure distribution of information to appropriate staff via computer and/or manual systems
  • Perform clerical, scheduling, and records activities, often simultaneously, in support of patients and staff
  • Respect Patient's Rights and Responsibilities and maintain the security and confidentiality of data and information used in carrying out daily activities
  • May be required to float to other department/physician office sites as needed
  • Assembles and distributes appropriate paperwork to patients, families, caregivers and clinical staff
  • Triage questions and concerns from callers and forward to appropriate staff or department as needed
  • Performs general clerical duties including, processing mail, taking inventory and ordering office supplies
  • Activates provider orders (Alliance Lab only)
  • May schedule patient appointments as ordered by clinician
  • Verifies demographic, clinical and financial information with patient as required
Qualifications for patient services representative
  • Prior experience scheduling patient appointments
  • Communicates effectively to patients, physicians and staff in a professional manner
  • Provides clear, concise, pertinent reports/information
  • Relays information related to patient care and conditions to appropriate staff in a timely manner.
  • Maintains and organizes all patient and departmental information, patient care information in an orderly manner
  • Answers telephone identifying self and department in a clear and concise manner
2

Patient Services Representative Job Description

Job Description Example
Our company is hiring for a patient services representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for patient services representative
  • Copies, mails, and faxes as requested
  • Accept reservations from physicians and/or their representatives for elective, urgent or direct emergency admissions
  • Assess patient's needs based on clinical high risk screen to include information about patient's discharge needs, advanced directive status, disabilities, special arrangements needed while in the hospital, communication needs
  • Check HDX for Medical Assistance patients
  • Code all diagnoses, for both inpatient and outpatient registration using the ICD-9 CM Classification System, assure that diagnoses are assigned the accurate ICD-9 code
  • Collect and record patient payments for services rendered
  • Collect appropriate documentation for managed care programs
  • Creation of a folder to include all applicable forms and necessary communications
  • Ensure complete documentation is collected and distributed to appropriate persons or departments
  • Greet patients and others, answer telephone calls and deliver messages to appropriate department personnel
Qualifications for patient services representative
  • Interpret the information and forwards to appropriate department or Patient Finance Coordinator for further evaluation or follow-up
  • Interview and gather information on each patient/family member/guarantor during the intake interviews which may take place in person or by telephone
  • Obtain signature of patient or family member for consent to treatment and financial responsibility following the HIPAA rules and regulations, and instruct patient to bring advance directive (if applicable) and a list of all current medications to the hospital
  • Provide patient and/or families with a copy of the patient update informing them of their rights and responsibilities and services available (parking, cafeteria) also to be a resource if they have questions, concerns or complaints about any aspect of their stay
  • Update incorrect information on all patients as needed
  • Two to four years experience in a hospital setting preferred
3

Patient Services Representative Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of patient services representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for patient services representative
  • Provides cross coverage for New Patient voice mailbox when needed
  • Ability to provide additional clerical support to community initiative committee when needed
  • Recent visits, follow up inquiries, and medical records
  • Work with other areas within MinuteClinic to obtain the necessary information to resolve patient concerns
  • May initiate electronic inquiries to payers and obtains eligibility and benefit information, creates patient payment estimates, explains information to patient and collects patient out of pocket expenses at registration
  • Provides follow-up to unresolved patient questions or needs to ensure the appropriate continuity of care
Qualifications for patient services representative
  • Knowledge of basic arithmetic to make calculations and balance and reconcile figures
  • Skill in providing superior customer service to patients, physicians, co-workers, and the public, maintaining a pleasant atmosphere while interacting with others
  • Additional technical training for medical office procedures
  • Six months to one year experience in a customer service environment
  • 1+ years of customer service or healthcare-related customer service experience
  • Experience with electronic medical records and data entry

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