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Patient Services Representative

Our fast-paced Ophthalmology and Dermatology practice is looking to fill a full-time permanent position. This position requires outstanding people, computer, communication, and telephone skills. The ideal candidate must be organized, energetic, and have the ability to multi-task.

Essential Duties

  • Answer telephone calls in a timely manner, take messages (forwarding in a timely fashion)
  • Greet patients and visitors in a positive and professional manner, maintaining patient flow
  • Check-in/out each patient upon arrival and departure for their appointment
  • Administer check-in/out forms, scan documents, explain financial policies, as needed
  • Administer product sales as needed
  • Schedule appointments, enter recalls, collect payments and/or assist with financial matters
  • Update patient demographics accurately in our practice management system
  • Create growth through outstanding knowledge of services and product
  • Follow-up with patients about their experience after their appointment
  • Answer and direct communication efficiently from patients and providers via phone, email and/or through our EMR systems
  • Remind patients of upcoming and follow-up appointments
  • Maintain in-bound and out-bound patient referrals, monitoring and assisting our referral department as needed
  • Confirm and obtain insurance benefits and authorizations prior to services being rendered
  • Maintain a positive attitude and friendly, outgoing demeanor
  • Identify patient needs and respond appropriately
  • Confirm and pull patient charts identifying the individual account needs. Ideally, appointments should be pulled-out at least two weeks in advance always
  • Verify credits or balances and whether patients are on a payment plan
  • Cultivate a warm, inviting environment not only for our patients but also for fellow co-workers
  • Work closely with other departments to ensure a positive patient experience
  • Maintain a professional appearance always
  • Assist with contact lens distribution
  • Secures patient information and maintain patient confidence by safeguarding medical records and keeping patient information confidential per HIPAA guidelines
  • Copy, scan, and file all pertinent patient information



  • High School diploma or equivalent
  • Prior medical office experience preferred

Additional Responsibilities

Provide office and clinical support for the delivery of optimal patient care.

Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identification, protected veteran status, disability, or any other legally protected characteristic.

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