Patient Svc Rep

Clerical/Admin San Marcos, California

Requisition ID
San Marcos, California
Not Applicable
Job Type
Hours Per Shift
Hours Per Pay Period

The Patient Service Representative is the face of Palomar Health
Medical Group. S/he is responsible for greeting & checking in patients, answering phones,
documenting accurate patient information and ensuring overall patient flow. The PSR will
schedule walk-in appointments, ensure accurate patient insurance information, explain billing
procedures, collect co-payments, deductibles and co-insurance, prepare/file patient forms, and
process medical records.
• With a friendly disposition and tone, greets and checks in patients when they arrive to the
office and/or guides patient through self-service kiosks.
• Maintains a high-level of customer service with patients and their family members, staff, and
• Answers heavy volume of calls internally and incoming calls from referring providers;
resolves call queries promptly.
• Ensures patient completes required forms, obtains necessary signatures, and accurately enters
patient information for registration.
• At time of service, ensures all insurance, personal and health information is verified. Scans
insurance card and ID into patient’s file.
• Responsible for out-bound calling regarding missed appointments, to follow-up with tasked
messages, outreach, Medicare wellness visit scheduling, TransactRx authorizations and
Arch-to-Arch. Graybill and SCMG referrals.
• Ensures smooth patient flow by monitoring daily scheduling, scanning lobby for waiting
patients, and following-up with Back Office staff as needed. Straightens lobby area to ensure
a positive and professional environment for patients.
• Collects patient insurance co-payments, co-insurance, deductibles, and prior balances as well
as explains payment policy/billing procedures and patient financial responsibility.
• Prepares and files patient forms while protecting patient personal health information
according to HIPAA requirements.
• Balances daily monies and receipts, ensures accuracy of batch summaries, and creates
• Makes recommendations to improve processes and procedures with a focus on improving
patient flow, patient satisfaction, and quality.
• Monitors, manages, and routes patient portal messages.
• Serves as department receptionist for outside vendors and contractors.
• Completes other duties as assigned

REQUIREMENTS: High School diploma or GED, and minimum one year of experience in a
customer service position, preferably in a medical practice setting. Working knowledge of
contracted insurances, patient benefits, and third party requirements preferred. Experience
answering telephones and computer proficiency required.

We are an equal opportunity employer and do not discriminate against applicants or employees based on race, color, gender, religion, creed, national origin, ancestry, age, disability, sexual orientation, marital status or any other characteristic protected by law.