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The Patient Financial Services Representative (PFSR) serves as the first point of contact in greeting patients and guarantors in the hospital, ambulatory or medical office setting. The PFSR engages with the patient or guarantor to obtain pertinent information and answer any questions in an effort to ensure that all required demographic, financial, and insurance eligibility information is gathered and verified. Ensures all required notices and consent forms are signed accordingly.
Job Responsibility:
Explains polices including all regulatory and financial consent forms
secures all required signatures
May perform patient discharge functions including, but not limited to, review of after visit summary (AVS), future appointment scheduling, and referrals
Interviews patients and guarantors at the workstation or bedside to obtain all necessary information, including a copy of the patient or guarantor identification card
May confirm physician and prescription orders ensuring accuracy
May schedule walk-in appointments for services offered
Collects patient out-of-pocket responsibility per collection guidelines
Provides patient estimates as requested
Prepares and balances a daily deposit of all payment collections
Provides exceptional customer service and ensures all questions and concerns are addressed in a timely and courteous manner
May guide the patient to appropriate destination for services
Obtains pre-certification and authorization
Verifies insurance benefits including obtaining insurance card(s) and confirms coverage is active
Determines correct insurance filing order, if multiple insurance coverages are effective for that service
Requirements:
High School Diploma or Equivalent (Required)
No experience required
One (1) year of related hospital, medical office, or customer service experience preferred