Role Description
The Patient Services Representative is responsible for managing patient-facing aspects of the revenue cycle, including but not limited to:
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Patient aging account follow-up on outstanding balances
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Patient statement cycle monitoring
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Credit balance reconciliation
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Refund initiation
This position serves as the primary liaison for patient billing inquiries and escalations, ensuring timely resolution and accurate account activity while supporting multiple practices across the enterprise as required.
Qualifications
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High School Diploma or GED
Requirements
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Minimum: 1+ years of experience in medical billing, patient collections, or related healthcare revenue cycle functions
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Experience in Optometry/Ophthalmology practice environment preferred
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Ability to type and enter data with proficiency and accuracy
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Knowledge of medical billing procedures, insurance processes, and patient collections
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Understanding of credit balance and refund protocols
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Strong communication, negotiation, and problem-solving skills
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Ability to provide patient-centered customer service with professionalism and empathy
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Professional in appearance and actions
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Detail-oriented, organized, and able to manage multiple priorities
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Meets attendance and tardiness expectations
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Ability to follow or provide verbal & written instructions with sufficient grammar and spelling skills to avoid mistakes or misinterpretations
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Interpersonal skills to support customer service, functional, and teammate support needs
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Able to communicate effectively in English, both verbally and in writing
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Intermediate computer operation
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Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook
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Specialty knowledge of systems relating to job function
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Familiarity with Practice Management systems (e.g., NextGen, Waystar)
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Knowledge of state and federal regulations for this position; general understanding of HIPAA and healthcare regulations
Benefits
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Work takes place in a normal office/clinical environment for on-site team members
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Travel to other locations may be necessary to fulfill essential duties and responsibilities
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HIPAA compliant home office environment for remote team members
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Able to work varying shifts including early mornings/evenings