Patient Service Representative II

at  Orthodontic Experts Ltd

ABOUT US:

Orthodontic Experts is dedicated to quality care and orthodontic excellence; we are a community committed to making a difference in our patients’ lives. We are looking for the best of the best to join our team as a Patient Service Representative. We currently have twenty-four offices in the greater Chicagoland area, Wisconsin, and Indiana. This year we are on track to open additional offices! Our core Values consist of the following:

• Accountability
• Continuous Improvement
• Inclusion
• Integrity
• Respect
• Teamwork
• Transparency

JOB DESCRIPTION:

As a Patient Service Representative II, you will be responsible for providing a warm welcome to all visitors and providing them with the necessary information and assistance they need. You will also be responsible for answering incoming calls, managing the front desk, and providing general administrative support.

Requirements:

• High school degree or GED equivalent
• 3 years of customer service experience
• 3 years of patient service experience
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access.)
• Excellent problem solving and de-escalation skills.
• Excellent written and verbal communication skill

• Answer all phone calls.
• Listen and return all voicemails left in front of office phones.
• Check-in new and existing patients and let the clinical staff know that the patient has arrived.
• Collect all necessary patient information for new patients (Patient registration form, Medical History Form, HIPAA privacy notice)
• Check out patients (collect payments, make next appointment)
• Handle questions and provide information to walk-in patients.
• Maintain comm-log up to date with all necessary patient/parent communication information.
• Review the daily schedule of the clinic for any changes.
• Check the daily schedule in advance and fill in any open spots with bondings/adjustments/new patient consultations at least two days prior. Adjust clinic hours based on the schedule.
• Review for Bonding approvals
• Check if all bondings are Approved and Active with insurance (the day before & day of the appointment).
• Understand cancellation policy and reiterate it to patients.
• Print end of the day reports.
• Assist in preparation of contracts.
• Assist the Treatment Coordinator with administrative tasks.
• Check collected payments against the report and check all credit card transactions.
• Call patients with outstanding balances
• Call denied cases and make sure spreadsheet is up to date.
• In the event you are traveling to another clinic, you are required to perform all duties and responsibilities of your role including administrative tasks.
• Participate in Marketing Events
• Cash handling
• Other tasks as assigned

Requirements:

• High school degree or GED equivalent
• 3 years of customer service experience
• 3 years of patient service experience
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access.)
• Excellent problem solving and de-escalation skills.
• Excellent written and verbal communication skills