Patient Services Rep II- Primary Care

Responsible for organizing and operating the office systems related to appointment scheduling, patient intake including data verification, charge entry and cash collection, statistical tracking office communications, word processing and filing of patient records.

• Receive patients in a professional and caring manner.
• Gather and update information regarding demographics and insurance in a respectful and confidential fashion.
• Schedule and confirm appointments.
• Obtain authorization and pre-certification.
• Document and follow up on referrals.
• Document and follow up on no‑shows and cancellations.
• Answer telephone using proper phone etiquette and direct calls accordingly.
• Maintain content and organization of medical records.
• Register patients, collect payments from patients, post charges according to procedures, provide receipts and appropriately document all financial transactions. This includes cash reconciliation and bank deposit preparation.
• Order clerical and clinical supplies and maintain records.
• Monitor waiting rooms and keep patients informed as to schedule delays.
• Advise families regarding obtaining Medicaid coverage and/or Nemours Financial Assistance for their children.
• Assist with arrangements for transportation.
• Assist with patient flow.
• Prepare office communications.
• Participate in quality improvement activities.
• File patient charts, correspondence and related documentation; scan documents into EPIC.
• Maintain inventory of supplies and forms.
• Open and sort mail, lab reports and consultation reports; stamp "received" and distribute for provider review.

• Accepts feedback
• Asks questions for clarification
• Gives accurate information
• Makes suggestions for improvements
• Is willing to accept change
• Works as a team member
• Uses listening skills
• Manages resources prudently
• Takes direction
• Thinks pro‑actively
• Establishes positive rapport with patients and families, uses AIDET
• Reports to duty promptly and utilizes time effectively to provide clerical support
• Utilizes sick and vacation days appropriately
• Participated in conferences/in‑services
• Attends staff meetings

• High School diploma or equivalent
• 2 years minimum medical experience
• Computer/typing skills required
• Clerical experience in a physician's office preferred; EPIC experience preferred