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Bilingual Patient Service Representative

SUMMARY: Patients Service Representatives (PSRs) coordinate across patient care continuum by being the first and most frequent contact with patients, families, providers, and office staff. PSRs assist in coordination of care by serving as patient and provider advocate by answering all specific questions, while educating and guiding patients through the complicated process of healthcare. PSRs also follow-up on calls by completing research, solving problems, and contacting various parties to implement solutions. The role of PSR focuses on problem solving, patient advocacy, education and guidance by meeting the patient’s needs and preferences for quality health care. This is accomplished by delivering proactive, planned, and coordinated evidenced-based care.  **Must speak Spanish**

ESSENTIAL DUTIES AND RESPONSIBILITIES: include the following. Other duties may be assigned.

  • Responsible for check-in and check-out of all patients, insuring complete and accurate patient information, entering billing/encounter information into corporate practice management system accurately and timely, collecting co-payments, deductibles, etc from patients, and collecting billing information for all payers types.
  • Provides new and/or established patients with all forms that must to be completed or updated to ensure accurate patient demographic, insurance, financial (Sliding Fee Scale) and UDS information.  Must also ensure the completeness of the forms and the accuracy of the data obtained are entered correctly into the corporate practice management system.  Information will be updated each time patient comes into office to be seen.  Representative will also provide assistance to patient(s) on any question(s) the patient(s) may have pertaining to the form(s).
  • Greeting patients in a professional and courteous manner to ensure excellent customer service and satisfaction.  This includes face to face and/or via telephone.
  • Answering telephone calls in a professional and courteous manner and directing phone calls to the appropriate staff member.
  • Scheduling patient appointments (to include follow-up visits) for individual location(s) in a timely manner and in accordance with corporate production goals.
  • Verifying and obtaining all information from the patient regarding demographic, insurance and financial (Sliding Fee Scale) is accurate and all copies of appropriate documentation to support demographic, insurance and financial information is filed in the patient’s medical/dental record.
  • Establish medical/dental record for all new patients.  Responsible for making sure all the correct administrative and patient care forms are complete and filed in the appropriate order in the medical/dental record.
  • When computer systems are down, retrieve patient medical record for patient visit and provide to the appropriate medical staff and re-file chart upon completion of visit and appropriate signatures have been received.
  • When computer systems are down, responsible for printing encounter form at check-in and entering all encounter charges and receipts immediately upon completion of the visit.
  • Run and balance corporate practice management system end of day charge report totals only when computer system is down.  Run and balance corporate practice management system end of day receipt report totals between encounters, batch report (I.e. check conversion, cash and credit/debit card machine) and cash drawer.
  • Complete daily report form for appointments, production, charges, monies collected, batch report totals, drawer start off and petty cash along with corporate practice management system end of the day receipt report totals to Billing Manager at the close of each day.
  • Open mail and distribute mail.
  • Faxing patient correspondence to outside entities from providers.  This could include paper or electronic faxes depending on the type of fax.
  • Cover vacancies for Billing and Call Service Representative position(s) during vacations, sickness, or vacant positions.
  • Assist with purging of Medical and Dental records as directed.
  • Complete daily deposit slip(s).
  • Assist billing department in research and follow up on all denials for payment.
  • Provide back-up for call center including appointment scheduling.
  • Responsible for ordering office supplies and keeping work area clean and neat.
  • Other reasonable duties as assigned.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


High School graduate with two years of Medical or Dental clinic front desk operations experience.


Must speak Spanish*** Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence.


Ability to apply basic concepts of mathematics and computations.


Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.  Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.


Competency required in the areas of communication, excellent verbal and written skills. Use of computer skills to include Microsoft Word and Excel.  



Familiarity with effective use of computerized accounting/billing systems. Must be able to use other equipment such as a fax, copier, scanner, and calculator.  Good organizational skills and the ability to perform numerous tasks simultaneously in a fast-paced office environment.  Good analytical skills, sticker for details, sense of personal responsibility for work performance and a professional attitude.  The ability to work without constant supervision and adhere to policies and procedures is a must.


The physical/mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disability to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear, sit, and use hands to finger, handle, or feel objects, tools, or controls.  The employee is occasionally required to stand, walk, climb, balance on two feet, stoop, kneel, crouch, or reach with hands and arms.  The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Mental demands include the ability to learn, adapt to changes, pay close attention to details, exercise discretion and good judgment, develop options and solutions to crisis and problems, gather and analyze facts, courteous and professional behavior, deal with stressful situations and adhere to company policies and procedures.


The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The noise level in the work environment is usually moderate.

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