Patient Support Representative

The Patient Support Representative plays a key role in delivering outstanding customer service while ensuring accurate documentation to support patient satisfaction and maintain an efficient clinic environment. Responsibilities include handling incoming calls, scheduling and rescheduling appointments, posting payments collected at the front desk to patient accounts, and reconciling all cash, credit card, and check transactions at the end of each business day.

KEY RESPONSIBILITIES:

  • Greet patients upon arrival
  • Answer phone by 3rd ring
  • Check-in patients
    • Verify all information is correct in demographics for all patients
    • Obtain/ scan insurance and identification cards
    • Make sure all authorizations are put in system
    • Process new patient information packets
    • Add PCPs to all patients' charts
    • Post monies/batch reconciliation
    • Put up fee tickets promptly
    • Communicate with the staff and patients regarding wait times/ delays in the clinic
  • Scan in documents (outside medical records/ consents/ all pertinent information)
  • Appointment confirmations
  • Appointment reschedules when needed
  • Request authorizations
  • Review the schedule to ensure all requested testing appointments have been kept
  • Insurance verification / Eligibility (HMO, PPO, and Vision Plans)
    • Review scheduled/ insurance verification for and reschedule any ineligible patients
    • Review the schedule to ensure all required authorizations are obtained
  • Checking incoming and outgoing fax status
  • Ensure all Medical records request get to the correct department for processing
  • Maintain a clean work/ waiting area, restock business cards for all doctors
  • Take messages to send tasks to technicians when needed
  • Check out patients
    • Make sure all doctor's orders are complete
    • Verify that correct insurance has been added to encounter
    • Ask patient if all questions have been answered and they understand their diagnosis and plan before leaving
    • Ask patient if all questions have been answered and they understand their diagnosis and plan before leaving
    • Offer dark glasses for dilated patients
  • Other duties as assigned.

See also

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