A patient services representative is responsible for a variety of activities related to patient intake and care. They work in medical offices and serve as the first point of contact for patients entering the facility. They greet and check-in patients, verify information and enter it into the system, collect payments for services, answer the phone, schedule appointments, and file paperwork. In offices that have a very large patient base, this can be a very fast paced job that requires a lot of multitasking.
Patient services representatives are often seated at a desk for most of the day, working at a computer. They are also required to extend and move quite often for filing duties. They typically work an office environment during regular business hours, although some medical facilities have weekend or evening hours and may require representatives during those times as well. Patient services representatives typically report to the office manager or office coordinator; in smaller offices, they may report directly to a physician who owns the medical office.
Patient services representatives typically must have a high school diploma or equivalent. Most employers prefer candidates with some experience in a medical office or in the healthcare field. As the first person a patient may see when they enter a medical office, it is important that a patient services representative is professional in manner and appearance. They are required to have strong communication skills, both written and verbal, as well as proficiency with computers and basic software applications (such as Microsoft Office products).
Patient Services Representative Tasks
- Schedule and confirm patient appointments, check-ups and physician referrals.
- Answer telephones and direct calls to appropriate staff.
- Greet visitors, ascertain purpose of visit, and direct them to appropriate staff.
- Compile and record medical charts, reports, and correspondence.
- Interview patients to complete insurance and privacy forms.