Location: San Luis Obispo, CA

POSITION: Receptionist/Patient Services Representative

RESPONSIBLE TO: Practice Manager

JOB SUMMARY: With a customer service orientation, register patients, answer the telephone, prepare the office for the day, and schedule patient appointments collect payment at the time of service, post charges and payments and balance all transactions daily, schedule patient follow-up appointments, and facilitate referral requests and test scheduling.


• High school degree required


• Proven success asking for payment, making change, and balancing a cash drawer
• Working knowledge of managed care
• Familiarity with scheduling and rearranging appointments
• Comfortable using email and interacting with Internet applications
• Knowledge of word processing software
• Proven experience handling patients/customers and dealing with conflict
• Familiarity with scheduling and rearranging appointments
• Ability to perform multiple and diverse tasks simultaneously
• Neat, professional appearance
• Strong written and verbal communication skills
• Bilingual (preferred but not required)

Responsibilities include, but are not limited to, the following:

• Answers the telephone professionally and pleasantly, and efficiently screen and direct calls and make appointments as necessary.

• Screens visitors and responds to routine requests for information

• Maintains office equipment and office supplies at front desk.

• Ensures all eFaxes are cleared and distributed throughout the day

• Opens, date stamps, and delivers mail daily.

• Keeps the patient reception area neat and clean at all times throughout the day.

• Schedules patient appointments: explains to patient which pieces of information they are to bring, provides a range of potential charges for the visit and the patient’s financial obligation, provides patients several scheduling options, follows approved scheduling guidelines, prepare and send out all appropriate information to patients.

• Greets patients as they arrive for scheduled appointments. Ensures registration forms and other patient paperwork is complete and up to date.

• Verifies demographic and insurance information for new and established patients, according to protocol; makes a copy of each patient’s insurance card, front and back.

• Collects payment from patients at the time of their visit and provides patients with a receipt.

• Requests payment in addition to the day’s services from patients with outstanding account balances–provides patients with a receipt.

• Posts daily charges and payments from each encounter form into the computer system.

• Checks out patients, enters charges and collects payments. Schedules follow-up appointments.

• Balances daily over-the-counter transactions and reconciles encounter forms; prepares deposit slip and delivers “daily close” packet to the Manager.

• “Closes” the office each day, according to protocol.

• Copies and remits patient records according to protocol as requested by patients, insurers, attorneys or other recognized agencies after such request has been approved by physician..

• Determines uncollectible balances, refer to Accounts Receivable Coordinator.

• Assists in other front office duties at the request of the Office Manager or Physicians, or as needed.


• Facilitates physician requests throughout the day

• Maintains patient confidentiality; complies with HIPAA and compliance guidelines established by the practice

• Maintains detailed knowledge of EMR and other computer software as it relates to job functions

• Attends all regular staff meetings

• Performs all other tasks and projects assigned by the Manager

Supervisory Responsibilities
This job has no supervisory responsibilities.

Typical Physical Demands
Position requires full range of body motion including manual and finger dexterity and eye-hand coordination. Involves standing and walking. Employee will occasionally be asked to lift and carry items weighing up to 30 pounds. Normal visual acuity and hearing are required. Employee will work under stressful conditions, and be exposed to bodily fluids on a regular basis.

Typical Working Condition
Work is performed in a reception area, and involves frequent contact with patients. Work may be stressful at times. The employee must be comfortable dealing with conflicts and asking patients for money. Interaction with others is constant and interruptive. Contact involves dealing with sick people.

Email to apply: hmvolpa@allergypartners.com

Contact Details

Contact : Heather Volpa

Email : hmvolpa@allergypartners.com

Phone : 18055432744

State : CA

City : San Luis Obispo

Job ID : 3867