Back to search
Job Title: Patient Services Representative
Purpose: To support providers and assist patients with the administrative and clerical needs of the practice.
Reports to: Practice Manager or designee (Office Coordinator or Team Leader)
CMA Pledge to Service Excellence
All CMA employees are required to display the following cornerstones in representing themselves as an employee of Cayuga Medical Associates:
Patient-Centered Excellence: We will provide exceptional and compassionate care, one patient at a time.
Teamwork: We will work together as a cohesive team.
Safety: We will maintain a respectful and peaceful atmosphere.
Professionalism: We will act in a professional and positive manner.
Essential Job Functions
Based on division of duties and workflow in each location, duties may include some or all of the following:
Check in patients upon arrival
Verify/update patient demographics
Scan insurance cards
Obtain signatures on required forms (HIPPA, etc.)
Update status in Epic (arrived, waiting, etc)
Collect outstanding balances and copays
Assist with additional scheduling such as labs, x-rays, procedures or testing, send orders
Take messages or triage phone calls
Schedule patient appointments
Initiate paperwork for insurance referrals and preauthorizations
Mail new patient questionnaire
Print schedules for the next day
Place provider meetings in Outlook
Appointment confirmation calls
Check out patient and print AVS
Responsible for daily cashout
Answer telephone and triage as appropriate
Make appointments over phone with appropriate provider
Place new and returning patients in provider schedule according to office protocols/provider template
Make follow-up appointments
Open/organize templates for providers
Assist with physician meeting scheduling (in some practices)
Call for insurance referrals and preauthorizations
Send emails to patients in regard to patient portal
Records releases
Fax tank and scan records
Knowledge, Skills and Abilities:
Excellent customer service skills
Ability to think through potential solutions to issues and problem solve
Good time management and prioritization skills
Good computer skills-Epic and Microsoft Office are utilized
The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties and skills required for successful performance of this role. You may be asked to work in another department on occasion if staff shortages occur and if your home practice has the ability to float from one department to cover another. Other duties and responsibilities may be assigned as necessary.
Education and Training:
High school diploma or equivalent
Previous medical office experience preferred
College level training/education in a healthcare support field preferred
Previous EMR use/training helpful
Physical Requirements:
Sitting - 90%
Standing - 10%
Reaching - 50%
Bending - 20%
Lifting - must be able to lift 25 lbs.
Working Environment:
Pleasant conditions; comfortable indoor climate with suitable equipment and tools to carry out the responsibilities of the job
Persons in this job may be exposed to communicable disease through patient care and interaction
Learn more about this Employer on their Career Site
