Patient Services Team Member Job Description Position Title Patient Services Team Member Reports to Practice Manager Job Status Full-Time FLSA Status Non-Exempt Positions Supervised None Position Summary Professionally and courteously greet and assist patients and visitors in person or on the phone to provide each patient and visitor an excellent healthcare experience. Check in patients obtain necessary demographic and insurance information respond to inquiries provide office information and perform general administrative tasks. Essential Functions To accomplish this job successfully an individual must be able to perform with or without reasonable accommodation each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions. Greet patients and visitors in a positive and helpful manner. Determine the nature and purpose of their visit and direct or instruct them accordingly. Ability to communicate clearly in person and on the phone and establishmaintain cooperative relationships with patients families physicians staff and management. Provide necessary forms to patients for completion and signature. Review all forms for completeness and accuracy. Verify enter update and correct patient demographics HIPAA contacts and expiration dates guarantors and insurance subscriber demographics including date of birth gender and relationship of subscriber to patient in the electronic medical record. Consistently and accurately obtain demographics to comply with meaningful use guidelines including patient race ethnicity and language. Verify patient insurance eligibility. Scan current insurance cards and accurately enter insurance information into computer system. Scan current drivers license if applicable. Obtain insurance referrals as needed. Collect cash check and credit card payments for co-payments and balance payments. Provide receipts for all payments. Balance cash drawer prepare deposit and maintain deposit log daily. Copy fax and mail documents and information. Scan and link documents in patient records via EMR. Answer phones schedule appointments take concise messages and enter messages electronically submit e-refill requests in a manner consistent to CHP policy. Establish and maintain effective working relationships with patients providers team members insurance companies and the public. Work with peers and providers in a team environment. Fulfill organizational responsibilities as assigned which may include respectingpromoting patients rights responding appropriately to emergency situations sharing problems relating to patients andor staff with practice manager quickly. Provide safe patient centered compassionate and competent care. Ability to interact with diverse groups. Participate in Continuous Quality Improvement projects in the practice. Required to attend all scheduled monthly meetings. May be required to work at another CHP location dependent on staffing needs. Perform all other duties as assigned. Competencies Accuracy - Ability to perform work accurately and thoroughly. Communication - Ability to communicate effectively verbally and in writing. Computer Skills - Proficient ability to use a computer and electronic medical record. Confidentiality - Maintain patient team member and employer confidentiality. Comply with all HIPAA regulations. Customer Service Oriented - Friendly cheerful and helpful to patients and others. Ability to meet patients and others needs while following office policies and procedures. Detail Oriented - Ability to pay attention to the minute details of a project or task. Flexibility - Ability to adapt easily to changing conditions and work responsibilities. Multi Task - Ability to handle more than one task at the same time. Positivity - Display a positive attitude and is a positive agent for change. Teamwork - Work as part of a team and collaborate with co-workers. Working Under Pressure - Ability to complete assigned tasks under stressful situations. Education and Experience High school diploma or equivalent required Associates Degree or higher preferred Medical Front Office or administrative experience preferred Certification and Licensure None required Work Environment Environmentally controlled medical office environment Fast paced environment with occasional high pressure situations Frequent interaction with a diverse population including team members providers patients insurance companies and other members of the public Physical Demands Frequent sitting writing typing grasping and speaking Occasional standing walking reaching bending stooping lifting and carrying Lifting carrying pushing and pulling up to 25 pounds Frequent use of computer keyboard copy and fax machine and phone CHP has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the team members ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions responsibilities skills and abilities. Additional functions and requirements may be assigned by supervisors managers directors or officers as deemed appropriate. This document does not represent a contract of employment and CHP reserves the right to change this job description andor assign tasks for the team member to perform as CHP may deem appropriate. Team Member Signature Date Revision Dates 12016 12023 22024