The Patient Representative is responsible for intakes of new patients, scheduling of patient appointments, updating Health Insurance plans and making “cases” as needed, checking Dental managed care insurance to make sure Advantage Care is the dental home, answering phones and triaging calls in phone notes, inputting financial information to determine Sliding Fee, Collecting and posting payments, Ordering supplies for health Center, and other responsibilities as required by supervisor.  

Primary duties and responsibilities include but not limited to:

• Enters/updates demographic information in required field of EMR and obtains photographs for EMR registration panel, e-mail addresses as needed
• Greet each patient professionally and make sure they sign in and are marked as arrived on schedule
• Obtains signed documents (e.g. consents, financial, advance directives, etc.) from patient and scans in medical record
• Inputs financial information to determine level in Sliding Fee Scale
• Completes purchase requisitions, scans documents, picks up and distributes mail
• Checks and calling as needed; all insurances as to the patient’s eligibility including but not limited to Medicaid, Medicare and third party insurance
• Verbally ask at each appointment regarding changes in insurance coverage, address, and phone numbers
• Clears/monitors copier, shredder and fax folder
• Answers phone and documents in telephone note what is needed which is sent to Medical Assistant folder
• Faxes EMR documents as needed
• Receiving payments by cash, charge and check and posting
• Checks all frontend portal folders
• Receives incoming calls from patients and scheduling appointments
• Confirms appointments for all new patients with personal phone call
• Ensures that the appointment master scheduler is accurately maintained and updated as necessary
• Blocks in appointment schedules vacation/personal/meeting/etc. dates/times for providers
• Retrieve dental history from Dental insurance website and note what dental procedures have been complete with DOS and forward to dental staff.
• Performs all duties as requested by supervisor.

• High School Diploma required
• Basic Life Support/AED certification
• Strong oral, written and organizational skills required
• Six months' experience coordinating activities of a busy medical office or health care center, required
• Proficient in computer applications (i.e. Microsoft Office - Word, Outlook, etc.)
• Knowledge of Electronic Medical Record (EMR), preferred
• Excellent client /customer service orientation
• Ability to deal effectively with a variety of people and work in a team environment.