Job Description
Description JOB TITLE: Patient Services Representative (PSR)
DEPARTMENT: Medical Center
REPORTS TO: Practice Manager
STATUS: Non-exempt
SUMMARY: Performs a variety of front desk functions in a medical office to include registering patients,
making appointments, and processing patient payments by performing the following duties.
ESSENTIAL DUTIES AND RESPONSIBILITIES: This job description reflects management's assignment of essential functions. Nothing in this
job description restricts management’s right to assign or reassign duties and responsibilities to
this job at any time.
PATIENT REGISTRATION AND OUT PROCESSING: - Performs all functions checking in and out patients in an accurate and timely manner.
- Advises patients regarding payment options to include assistance programs, slide and commercial insurance eligibility.
- In a professional manner, collects co-payments from patients in the form of cash, check, and credit card and provides receipt.
PATIENT CARE: - Maintains patient flow based on appointment setting and medical need; directs other patients and visitors to appropriate area.
- Maintains communication with the waiting patient advising them of the progress toward their being seen. Communicates backlogs with the back office and suggests solutions.
- Schedules patient appointments in an accurate and timely manner.
- Assists patients with insurance questions.
- Makes financial arrangements with patients, explains payment options, and obtains patient’s choice of options.
OFFICE OPERATIONS: - Answers the phone, takes messages and routes them to the appropriate area in a timely manner.
- Prepares daily report sheets and deposits for center. Balances cash collections with posted payments.
- Checks accounts on all patients scheduled to be seen the next day for any outstanding balances.
- Verifies all fee tickets are complete and charges are entered in the practice management system.
- Prepares daily deposits for bank transfer and secure cash until transferred to authorized personnel or deposited at the bank. Balances cash collections with posted payments.
- Pulls charts as needed and as indicated by provider.
- Participates as requested in quality improvement activities such as group meetings, PDSA pilots, improving relevant processes, etc.
- Assists as assigned in patient communications, such as care reminders, tracking followup, etc.
- Maintains appearance and materials in lobby.
SUPERVISORY RESPONSIBILITIES: No direct reports.
Requirements QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or
ability required. Reasonable accommodations may be made to enable individuals with
Disabilities To Perform The Essential Functions. EDUCATION AND/OR EXPERIENCE: High School diploma or equivalent.
LANGUAGE SKILLS: Ability to read and interpret documents such as safety rules, operating and maintenance
instructions, and procedure manuals. Ability to write routine reports and correspondence.
Ability to speak effectively before groups of customers or employees of organization.
REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations
where only limited standardization exists. Ability to interpret a variety of instructions furnished
in written, oral, diagram, or schedule form.
COMPUTER SKILLS: To perform this job successfully, an individual should have the ability to gain knowledge of
current practice management system, electronic medical record, Microsoft Word, text paging,
Internet, and Intranet.
CERTIFICATES, LICENSES, REGISTRATIONS: None necessary.
OTHER SKILLS, KNOWLEDGE AND ABILITIES: None necessary.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to stand; walk; use
hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is
occasionally required to sit and stoop, kneel, crouch, or crawl. The employee must regularly lift
and /or move up to 25 pounds. Specific vision abilities required by this job include close vision,
distance vision, peripheral vision, depth perception and ability to adjust focus.
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