March 16, 2023 |
Department: Outpatient Surgery
For more information contact: Laura Grant, email@example.com
- Education: Associates in Nursing. Currently licensed by KBN as an RN.
- Experience: Preferred but not required.
- Additional requirements: ACLS, PALS, and BLS or acquired within 6 months of hire
The patient services representative (PSR) is responsible for a variety of administrative functions and patient care activities in support of the clinic to include. Checking in/out-patients, collecting co-pays, verifying insurance, scheduling appointments and assisting clinical staff to provide support for the efficient delivery of patient care.
- Opening and closing the office
- Ensure waiting area is always neat
- Answering phones and directing to appropriate dept/staff
- Create patient telephone encounters/actions/messages for other staff
- Scheduling appointments
- Screen patients for possible contagious illnesses and providing direction if patient should be seen via telemedicine
- Scheduling referral appointments such as specialty care, diagnostic testing, PT, etc.
- Entering patient demographics in to EMR
- Verification of insurance eligibility and benefits
- Obtain required forms (registration, health history, third party liability, NPP and consents)
- Identify insurance coverages and distinguish between primary, secondary and tertiary
- Obtain case injury information for Workman’s Comp and MVA
- Check patient in and out
- Contact patients that no show or cancel/reschedule report from confirmation calls
- Live confirmation calls for upcoming appointments
- Obtain and enter referral information
- Mark no shows in daily schedules
- Scan demographic documents into the patients’ chart in EMR
- Report daily on no shows and rescheduling trends
- Open mail; distribute to appropriate individual/team
- Collect copays, TOS payments, prepayments and any outstanding balances
- Close out and balance cash drawer; complete bank deposit
- Balance daily transactions
- Run day end review and billing summary
- Work front end billing denials
- Obtain, log in/out, distribute to appropriate clinical staff and follow up on outstanding incoming forms: disability, FMLA, handicapped permits, etc.
- Read and comprehend patient billing to answer general questions
- General financial counseling: patient balances, payment options, setup payment plans
- Prep daily schedules and identify outstanding balances for upcoming appointments
- Have ability to communicate effectively (both verbal and written) with patient, physicians, and other teammates
- Liaison between patient and clinical staff
- Additional tasks as assigned by the management
- Frequently accesses email and other organizational messaging platforms to stay up to date on information within the organization and provides a way of communication between staff members.