Patient Services Representative

Description Shape Your Future. Serve Your Community. Build Your Career with Palms! What Life Working at Palms Looks Like:
Mission and Meaningful Work:

PMG is a not for profit, Federally Qualified Health Center (FQHC). That means it’s focused on serving underserved populations, offering affordable primary care and preventative services. For many people, that makes the work feel meaningful.

PMG has been around for a long time (since 1971) and we are still expanding!

We offer a wide array of services – family medicine, pediatrics, dental, behavioral health, prenatal care, etc. – So working here gives exposure to different patient populations, conditions and settings.

PMG emphasizes accessible care (same day scheduling, weekend appointments, bilingual staff) and works in communities throughout North Florida. It is also a Patient Centered Medical Home (PCMH), meaning there’s an emphasis on continuity of care, relationships with patients, etc.

Many reviews say that PMG has a “friendly, compassionate, professional” environment. There is pride among the staff in giving back to the community.

• Competitive Wages
• Comprehensive Health Coverage:
  Medical, Dental and Vision Insurance
• Professional Development Opportunities
• Employee Assistance Programs
• Company Paid Life Insurance
• 401k with 5% Match
• 11 Paid Holidays
• 20 Days PTO
• Recognition and Rewards
• Community Impact

The Patient Services Representative (PSR) serves as the first point of contact for patients and other stakeholders seeking access to care at Palms Medical Group (PMG). This role is responsible for scheduling appointments, verifying patient information, and providing accurate and timely communication regarding PMG services. The PSR ensures a high standard of customer service and contributes to the overall efficiency and effectiveness of the patient’s experience.

• a) Answer incoming calls promptly and professionally.
• b) Accurately enter and update demographic information into the PMG electronic health record (address, telephone number, email, etc.).
• c) Schedule patient appointments according to Palms Medical Group guidelines and protocols.
• d) Inform patients of required documentation for appointments (eg: identification, insurance card, medications, office visit fee, hospital discharge records and verification of income - if applicable).
• e) Monitor and respond to voicemails for assigned offices.
• f) Provide clear, supportive responses to patient inquiries.

• a) Direct calls to appropriate departments or personnel as needed.
• b) Exercise sound judgment and discretion in all interactions.
• c) Escalate calls appropriately according to procedures.
• d) Maintain accurate documentation of all communication and activities.
• e) Meet or exceed performance expectations based on established metric requirements.

• a) Make outbound calls to cancel and reschedule patient appointments.
• b) Contact patients for follow up after ER referrals to schedule hospital follow-up appointments.
• c) Review Quality portals to schedule hospital follow-up appointments.

• a) Update copay and insurance fields to ensure accurate pre-visit communication.
• b) Verify insurance coverage using EHR system tools or external portals.
• c) Prepare the patient chart by updating information from check-in software into EHR on assigned days, to include updated insurance, scanned cards, demographics, fees, etc.
• d) Send pre-visit communications and alerts to patients and patient advocates.
• e) Maintain knowledge of insurance types, including deductibles, premiums, PPOs, HMOs, and provider charges.

• a) Assist with special projects as call volume permits.
• b) Perform other duties as assigned by Patient Services Coordinator, Patient Services Manager, EVP of Patient Services or CEO.