Dental Patient Services Representative

Job Title

Patient Services Representative (PSR)

Dental Department

Practice Manager

Non‑exempt

$17.40 is the starting hourly rate for the position. The rate may increase depending on years of relevant medical front desk or office administration experience.

Performs a variety of front desk functions in a medical office, including registering patients, making appointments, and processing patient payments.

This job description reflects management’s assignment of essential functions. Nothing in this description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

• Performs all functions checking in and out patients accurately and timely.
• Advises patients regarding payment options, including assistance programs, sliding scale, and commercial insurance eligibility.
• Collects co‑payments from patients in cash, check, or credit card and provides receipts.

• Maintains patient flow based on appointment setting and medical need; directs other patients and visitors to the appropriate area.
• Maintains communication with waiting patients, advising them of progress toward being seen; communicates backlogs with the back office and suggests solutions.
• Schedules patient appointments accurately and timely.
• Assists patients with insurance questions.
• Makes financial arrangements with patients, explains payment options, and obtains the patient’s choice of options.

• Answers the phone, takes messages, and routes them to the appropriate area in a timely manner.
• Prepares daily report sheets and deposits for the center; balances cash collections with posted payments.
• Checks accounts of 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 secures cash until transferred to authorized personnel or deposited at the bank.
• Pulls charts as needed and as indicated by the provider.
• Participates as requested in quality improvement activities such as group meetings, PDSA pilots, and process improvement initiatives.
• Assists as assigned in patient communications, such as care reminders and follow‑up tracking.
• Maintains appearance and materials in the lobby.

No direct reports.

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.

High School diploma or equivalent.

• 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 the organization.

• 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.

• Ability to gain knowledge of the current practice management system, electronic medical record, Microsoft Word, text paging, Internet, and intranet.

None necessary.

None necessary.

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.