Patient Services Representative

Reports to the Director or Manager. Under general supervision, responds to routine inquiries and provides customer service to any/all individuals connected to department. Receives telephone calls, records caller information, answers questions, researches problems and resolves issues. When applicable, forwards caller to appropriate person(s) to handle specific situation. Serves as a resource person for departmental needs and related questions. Provides personal secretarial services and administrative assistance in accordance with established policies and procedures.

Duties may include typing correspondence, composing letters and memos, setting up and maintaining files and record keeping systems, greeting and directing visitors, preparing reports, taking and transcribing dictation and performing other clerical duties. The position requires using discretion and independent judgment on general administrative functions, departmental services and special projects.

• MISSION:
  We deliver outstanding care, inspire health, and connect with heart.
• VALUES:
  Trust. Respect. Integrity. Compassion.
• SERVICE GOALS:
  Personally connect. Keep everyone informed. Be on their team.

• Receiving telephone calls from members and providing caller with reasonable assistance with the utmost regard for customer service and guest relations.
• Answering insurance and/or claim/provider questions.
• Researching claim problems or questions, discussing reprocessing of claim(s), date of resolution and forwarding to payer, as appropriate.
• Placing follow-up calls to providers to advise claim resolution status.
• Forwarding caller to appropriate person to handle specific situations, if required.
• Answering provider status calls.
• Serving as a CHA resource person for insurance related questions.
• Greeting visitors and directing them as necessary.
• Opening, sorting and distributing mail, and responding to routine requests for information.

• Preparing a variety of material (from draft or dictation) and composing routine correspondence.
• Working on and coordinating semi‑complex special projects.
• Establishing and maintaining record‑keeping and filing systems.
• Gathering data from department records, calculating, compiling and completing routine statistical reports and summaries and preparing budget variance reports.
• Contacting various associates to obtain information or relay information regarding meetings or to resolve payroll, purchasing and computer‑related problems.
• Assisting with training and general orientation for new associates.
• Assisting with scheduling travel as appropriate.

• Collecting information for, organizing and distributing packets for the CHA board meetings.
• Collect payments (paper and electronically) and complete monthly financials for CHA, maintain database of what is due and what is collected.
• Provide data to Beacon finance for completion of CHA monthly, quarterly, and or yearly financials.
• Deposit all payments into CHA accounts as appropriate.
• Coordinate all board and committee meetings.
• Complete CHA board and committee minutes.
• Communicate with board members and medical directors for meetings as appropriate.

• Completing other job‑related duties and projects as assigned.

• Attend and participate in department meetings and be accountable for all information shared.
• Complete mandatory education, annual competencies and department‑specific education within established time frames.
• Complete annual employee health requirements within established time frames.
• Maintain license/certification, registration in good standing throughout fiscal year.
• Direct patient care providers are required to maintain current BCLS (CPR) and other certifications as required by position/department.
• Consistently utilize appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self.
• Adhere to regulatory agency requirements, survey process and compliance.
• Comply with established organization and…