Patient Services Representative (PSR) - Family Medicine Clinic

Position Title:

Patient Services Representative (PSR) - Family Medicine Clinic

Department:

Family Medicine Center Clinics

Job Description:

This position may be filled as a Patient Services Representative Level 1 or 2, depending on individual experience, expertise, and qualifications.

The Patient Services Representative coordinates schedules of patients in an outpatient clinic and provides clerical assistance toward the smooth operation of the facility. 

Essential Responsibilities

Responsibilities listed in this section are core to the position. Inability to perform these responsibilities with or without an accommodation may result in disqualification from the position.

• Schedules patient appointments, either by telephone or in person.

• Provides information about clinic operations.

• Obtains patient demographics on new patients and updates demographics on established patients.

• Answers telephone calls and distributes to the appropriate people.

• Coordinates schedules as directed to patients requiring multiple services.

• Greets patients as they come into the clinic for scheduled appointments.

• Accepts payments and writes receipts.

• Distributes encounter forms and inspects the form for completeness and accuracy.

• Ensures the resident and faculty signatures are on the encounter form and chart.

• Copies insurance cards and uploads into the EMR as appropriate.

• Balances and closes personal Cash Drawer Reconciliation, daily.

• Prepares ancillary forms for other services (i.e. x-rays, vascular services, etc.)

• Promotes the organizations Patient Portal for communication between patient and clinic.

• Pulls patient charts for appointments or to file lab, x-ray, hospital information or other information into the chart.

• Copies medical records for patients and other providers or facilities.

• Makes up new patient charts and/or packets of information.

• Talks to patients about financial accounts.

• Verifies insurance eligibility and primary care physicians for patients.

• Secures referrals to other providers for HMO patients.

• Secures referrals from PCPs for HMO patients to be seen in the clinic.

• Collects and verifies proof of income in order to determine what sliding scale discount is appropriate, if any.

• Monitor and act on WQs in EMR for Referrals.​

General Responsibilities

• Performs other duties as assigned.

Minimum Qualifications (Level 1)

Education Requirements: High School Diploma or GED required.

Experience Requirements: 1 or more years of professional work experience required. 

License/Certification/Registration Requirements: None required.

Minimum Qualifications (Level 2)

Education Requirements: High School Diploma or GED required.

Experience Requirements: 3 or more years of experience in customer service, including at least 6 months in a clinical environment, required. 

License/Certification/Registration Requirements: None required.

Knowledge/Skills/Abilities Requirements

• Strong verbal and written communication skills.

• Strong customer service skills.

• Ability to work effectively with other employees, patients, and external parties.

• Proficient with the use of Microsoft Office tools.

• Knowledge of hospital policies and procedures.

• Keyboarding skills sufficient to meet the requirements of the position. 

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OU Health is an equal opportunity employer. We offer a comprehensive benefits package, including PTO, 401(k), medical and dental plans, and many more. We know that a total benefits and compensation package, designed to meet your specific needs both inside and outside of the work environment, create peace of mind for you and your family.