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Patient Financial Services Representative

United States, Memorial · Job Posted May 05, 2026
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Job Description

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

  • Schedule walk-in appointments for services offered
  • Confirm physician and prescription orders ensuring accuracy
  • Interview patients and guarantors at the workstation or bedside to obtain all necessary information
  • Perform patient discharge functions including review of after visit summary (AVS), future appointment scheduling, and referrals
  • Explain polices including all regulatory and financial consent forms
  • secures all required signatures
  • Verify insurance benefits including obtaining insurance card(s) and confirms coverage is active
  • Determine correct insurance filing order, if multiple insurance coverages are effective for that service
  • Obtain pre-certification and authorization
  • Provide 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
  • Collect patient out-of-pocket responsibility per collection guidelines
  • Provide patient estimates as requested
  • Prepare and balance a daily deposit of all payment collections

Requirements

High School Diploma or Equivalent

Nice to have

One (1) year of related hospital, medical office, or customer service experience

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