Dental Patient Services Representative

Patient Services Representative

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

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.

Presents a positive, pleasant and kind attitude to greet all guests of PHS.

Greets patients and families individually as they approach their individual workspace.

Calls patients to schedule internal referral appointments with various specialties.

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.

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.

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 follow-up, etc.

Maintains appearance and materials in lobby.

Performs all other duties and tasks as assigned.

Committed to increasing customer satisfaction, sets proper customer expectations, assumes responsibility for solving customer problems, ensures commitments to customers are met.

Understand and communicate effectively with others using a variety of contexts and formats, which include writing, speaking, reading, listening and interpersonal skills.

Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure, meets attendance/punctuality requirements.

Attentive to detail and accuracy, is committed to excellence, looks for improvements continuously, monitors quality levels, finds root cause of quality problems, owns/acts on quality problems.

Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, and handles information flow.

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 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.

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.

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.

Occasionally exposed to fumes or airborne particles; toxic or caustic chemicals and risk of radiation. The noise level in the work environment is usually moderate.

It is the policy of Primary Health Solutions to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information or any other protected characteristic under applicable law.

Duties, responsibilities, and activities may…