Patient Services Rep II
Listed on 2026-09-12
-
Healthcare
Healthcare Administration, Medical Receptionist, Medical Office
Description Job Title
Patient Service Representative II
TypeThis is a full-time position, normal days and hours of work are Monday-Friday 8 a.m.
-5p.m.
Non-exempt
Summary/ObjectiveResponsible for clinical support of the medical office
Supervision ReceivedReports to Office Manager and/or Team leader.
Supervision ExercisedNone.
Essential Functions Assigned as Triage- Triage and return patient calls with information provided by and at the direction of the physician.
- Reviews patients chart and collects all pertinent information for physician.
- Educates patients and families as appropriate.
- Documents patient information and care provided in patient record.
- Transmits medical information to requesting parties via secure email or fax.
- Reviews each chart for accuracy and completion before releasing the chart for a patient visit. Arranges charts in
- Schedules all outpatient tests/procedures.
- Completes MRI logs and sends paperwork to appropriate person.
- Obtains all pre-certification required for appointments and testing.
- Maintains a consistent flow of patients to exam room, takes vitals, documents information for providers.
- Transmits medical information to requesting parties via secure email or fax.
- Arranges charts in chronological order.
- Reviews each chart for accuracy and completion before releasing the chart for a patient visit.
- Cleans and stocks exam rooms, including dictation areas.
- Prepares exams rooms for procedures.
- Maintains pharmaceutical closet by keeping it organized and disposing of expired medication.
- Uses computer system to generate information necessary for billing purposes and enters referral information.
- Collects Co-pays and previous balances on account.
- Maintains clean, orderly waiting area, including reading materials.
- Supplements office staff as reception tasks permit by assisting with photocopying, computer input, typing, and scheduling appointments as needed.
- Prints and distributes schedules for the following day to appropriate employees and physicians.
- Provides continuity of care.
The jobholder must demonstrate current competencies applicable to job position. Must complete an accredited medical terminology course
EducationHigh school diploma or GED; CMA, RMA, A
-OE, CNA or QMA REQUIRED.
Minimum of 6 months experience in a clinical (public heath) setting and clerical experience.
Knowledge- Knowledge of reception tasks, clinic policies/procedures, paperwork processing.
- Knowledge of office equipment, including phone and computer.
- Knowledge of patient service concepts and techniques.
- Knowledge of HIPAA regulations.
- Knowledge of medical terminology.
- Skill in using office equipment satisfactorily and handling paperwork/filing adequately.
- Skills in using EMR’s/EHR’s.
- Skill in patient service principles by creating a pleasant office environment.
- Ability to communicate clearly and professionally in person, on the phone and email.
- Ability to establish/maintain cooperative relationships with the patients, physicians and staff.
- Ability to organize and prioritize tasks effectively.
- Ability to read, listen, understand and follow oral/written instructions. Can file correctly by alphabet or numeric filing system.
Minimal travel between JWM offices by personal vehicle. Must have valid driver's license and current auto insurance.
Work EnvironmentThis job operates in a clinical office setting within a confined cubical area. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines Physical Demands:
Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Physical DemandsTh…
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