Patient Representative Job Description
Patient representative
provides administrative support, which may include scheduling appointments and maintaining calendar and contacts using SalesLogix and Microsoft Outlook.
Patient Representative Duties & Responsibilities
To write an effective patient representative job description, begin by listing detailed duties, responsibilities and expectations. We have included patient representative job description templates that you can modify and use.
Sample responsibilities for this position include:
Greet patients in a respectful manner and assesses for special needs and/or accommodations
Ensure high level of patient satisfaction in every interaction
Greeting patients and working at the reception desk
Manage Web Check-In
Advocacy – Advocates for patients/ families who need assistance
Education – As part of the Patient Representative team, provides assistance and education to patients and staff on advance directives, particularly New York State and New Jersey advance directives including health care proxies
Serves as a liaison for patients or referring providers by triaging calls and resolving questions directly whenever possible
Maintains order and cleanliness of 2A waiting rooms
Receive incoming calls from members who are uninsured/under-insured
Assist members in applying for federal, state and county payer programs
Patient Representative Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Patient Representative
List any licenses or certifications required by the position: BLS, CHAA, CPR, PCT
Education for Patient Representative
Typically a job would require a certain level of education.
Employers hiring for the patient representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Education, Technical, Healthcare, Graduate, High School Education, Graduate Education, Associates, Department of Education, Business, Health
Skills for Patient Representative
Desired skills for patient representative include:
Excel
Microsoft Word
Outlook
Medical terminology
Insurance in a practice management system
Equivalent combinations of education and on year experience
BAR and scheduling sections of the IDX system
Microsoft Suite
Organization’s purpose and goals
Multiple disease specific programs
Desired experience for patient representative includes:
Proficiency using scheduling software patient tracking database is required
Demonstrated ability to interview, investigate, and counsel effectively
Demonstrated ability to deal with hostile crisis situation with a level of sensitivity and understanding
Demonstrated good analytical skills and the ability to problem solve creatively, objectively, and rapidly
Ability to educate staff and physicians on risk management and quality improvement issues
Monitors patient flow
Patient Representative Examples
1
Patient Representative Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of patient representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for patient representative
- Evaluate patient information against eligibility criteria of each payer program and determine eligibility
- Other project duties as need arise
- Provides administrative support and coordination for all aspects of patient care for patients, primarily focused on supporting incoming telephone calls
- Triages issues and answers general questions, with the goal of resolving requests in real time
- Performs other administrative duties and tasks as requested by Manager/Supervisor
- Able to quickly comprehend and implement new concepts or modifications to processes
- Minimum of two years college in Social and Behavioral Science or Public Relations field preferred
- Data enter all clean claims from receipt of the billing information
- Sorts all interoffice mail and works return mail
- Clinical responsibilities such as taking vital signs, collecting lab specimens, performing EKG’s, and administering IM injections
Qualifications for patient representative
- Ensures all pertinent information is forwarded to Home Office in correct folders
- This is a PRN position, and will work on an as needed basis
- Master’s degree in Health Advocacy or related field preferred, equivalency considered with 10-15 years of work related experience
- Broad based knowledge of health care systems, regulatory policies, risk mitigation, and understanding of human behavior a plus
- Ability to solve problems posed by callers seeking referrals, appointments, billing issues
- Preferred Bilingual Speaking
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Patient Representative Job Description
Job Description Example
Our innovative and growing company is hiring for a patient representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for patient representative
- May apply splints, dressings and bandages
- Assisting with check-in/check-out when needed including auditing charts
- Maintaining records and logs on activities including in-house lab work, drug screens, and lab work sent out to other labs
- Keeps patients and visitors informed of clinic progress
- Leadership - Respond calmly and objectively to crises, thoroughly managing institutional risk and involving appropriate parties in investigational process with understanding of cultural differences and differing interests of involved factions
- Grievances/conflict resolution - Act as a grievance mechanism for patients/families promptly investigating and resolving identified problems with care/and or services
- Advocacy – Advocate for patients/ families who need assistance
- Documentation – Document patient/family perceptions of care for regulatory reporting and institutional performance improvement
- Education – Provide assistance and education to patients and staff on advance directives, particularly New York State and New Jersey advance directives including health care proxies
- Conducts comprehensive patient interviews by obtaining accurate information such as Social Security Number, name, address, phone number, e-mail address, employer, guarantor data, emergency contact name and phone number, third party payer, , while verifying applicable information via on-line software
Qualifications for patient representative
- Less than one year of medical office experience is required
- 3 years in human services, conflict resolution, or problem solving
- Knowledge of revenue cycle components and his/her role in the ability to impact the overall
- Greets and registers clinic patients and provides excellent customer service to
- Prior experience with medical billing and cash posting is preferred
- Ability to work independently and prioritize duties
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Patient Representative Job Description
Job Description Example
Our company is looking to fill the role of patient representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for patient representative
- Processes walk-ins, creates new patient charts, accesses systems for orders
- Issues school/work excuses, sends out no show letters, and takes patient photos
- Responsible for recording daily and monthly statistics and communication of any medical records issues
- Responsible for reconciliation/management change fund and reconciliation of daily deposit and batch dollars and must complete deposit agreement
- Explains and obtains signatures on the HIPAA Privacy Notice, as appropriate
- Calculates the patient’s financial responsibility for co-pays and self-pay amounts and collects at time of service
- Places orders in EPIC, if applicable
- Schedules Pre-admission testing prior to surgery, if applicable
- Obtains script and orders required for testing, if applicable
- Obtains script and orders required for testing, if appilcable
Qualifications for patient representative
- Ability to perform repetitive reviews and/or work tasks to a high level of accuracy
- Consistent punctuality and attendance is required
- Exceptional follow-through and job execution
- Minimum 1 year of experience with authorizations/re-authorizations required
- Advanced computer operating knowledge required
- Advance secretarial courses preferred
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Patient Representative Job Description
Job Description Example
Our innovative and growing company is looking for a patient representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for patient representative
- Check-In & Out/Scheduling Procedures – Schedules, reschedules, and coordinates appointments using the hospital systems by performing visit notifications of patients, conducts pre-registration of patients as needed, inputs and/or updates accurate patient information
- Insurance Verification/Benefit Explanation--Conducts insurance verification and benefit explanation by running eligibility on patients, perform ABN completion
- Reports (Medical & Maintenance --This position must also maintain initial plane of care (signatures, ), and is responsible for inputting daily and monthly statistics and communication any medical records issues
- POS Collections & Patient Counseling--Collects and post payments and issues receipts
- Charge Entry —Completes UB value codes, inputs daily charges and reconcile charges
- Acts as a liaison between patients and family members/significant others to ensure optimum satisfaction with services
- Proactively works to prevent complaints and grievances by serving as a conduit to other departments/areas and advising of the most effective ways to promote patient satisfaction and address and/or resolve patient dissatisfaction
- Explains policies and procedures to patients and refers them to the proper services
- Serve as designated liaison/representative between patients and the LGHealth system administration and departments
- Identify and assess problems that arise
Qualifications for patient representative
- Four (4) years general office experience, with at least one-year electronic scheduling and billing experience is required with a high school diploma or equivalent
- No experience is required with an Associate's degree
- Customer experience required
- Keyboarding skills 40 wpm minimum
- Participation in workplace activities beyond job basics, as qualifications permit
- Ability to cover other practices based on need
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Patient Representative Job Description
Job Description Example
Our company is growing rapidly and is hiring for a patient representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for patient representative
- Interpret and explain to patients and their families the policies and procedures of the hospital and health system
- Advise and counsel managers and directors about the concerns expressed by patients
- Assess complaints to evaluate adjustments of bills of service and reimbursements to patients
- Advise, counsel, and interact with staff about the concerns expressed by patients, while assisting the staff with being sensitive to the patients’ individual human needs while in the healthcare system by producing orientation and training programs
- Maintain patient rights and assess issues that may have breached these rights
- Adhere to and monitor regulatory requirements from Centers for Medicare and Medicaid Services on notification of patients and families on follow up of complaints and grievances
- Provides/facilitates education and training on Customer Service, Grievance/complaint process and regulations and Service recovery across the organization to assist with departments to meet their goals and customer service outcomes
- Establish and maintain effective working relationships with leaders and staff at all levels with the organization to support daily continuous improvement and the compliance with timely complaint and grievance resolution
- Function as part of the mechanism for investigating patient-care complaints that may involve the health system or medical staff
- Encourage understanding and adherence, by staff and patients, to the hospital and system’s policies concerning patients’ rights and responsibilities
Qualifications for patient representative
- Experience using microcomputer dental practice management system or equivalent, word processing and spreadsheet programs
- Ability to work within a team setting ability to work independently
- Hospitality industry or public relations experience preferred
- Must be friendly, people-oriented, outgoing, highly visible, optimistic, professional and accessible to patients/families, physicians, staff, volunteers, and community
- Must have exemplary written and verbal communication skills
- Presentation and classroom instructional skills