Demo

Clerical Float (Patient Service Representative)

COPC Brand
Westerville, OH Full Time
POSTED ON 4/23/2025
AVAILABLE BEFORE 6/23/2025

Central Ohio Primary Care is seeking a Clerical Float (Patient Service Representative) to provide coverage across all of our primary care offices in Central Ohio. The Clerical Float is assigned to the care area of greatest need as a key point of contact for patients. Responsibilities include providing patients and guests with a positive customer service experience from start to finish during their visit. This position works closely with patients, clinical teams, and business offices on accurately checking in, collecting ID and insurance cards, signatures and copay/deductible, and checking out. This is a full-time role working first shift hours Monday through Friday 8a-5p.

 

Essential Duties and Responsibilities:

  • Work closely with assigned area team to ensure COPC and practice/site standards are being met to achieve patient satisfaction.
  • Ensure patients have a positive experience during their visit, whether in-person, telehealth and/or over the phone.
  • Communicate regularly with clinical staff to ensure patients and office needs are met. Collaborate with team to create a positive patient experience.
  • Greet patients and complete established check-in procedures upon arrival. Responsible for registration, including data entry of patient information and insurance verification.
  • Collect copays, deductibles and/or outstanding balances.
  • Responsible for checking patients out, scheduling follow up appointments and communicating necessary items at time of check out.
  • Answer phone calls and email inquiries from patients and COPC administrative departments in a timely manner; direct or escalate inquiries when needed. Contact patients for appointment reminders or scheduling purposes.
  • Complete clerical tasks including but not limited to distributing mail and reports, filing, scanning, scheduling, data input, management of electronic fax inbox and general support to all office personnel.
  • Ensure confidentiality of patient data and stay up to date with HIPAA regulations.

 

Qualifications:

Experience, Education, Licensures & Certifications 

•Preferred: 1 year of administrative experience in a healthcare related setting

•Required: High School diploma or GED

 

Knowledge, Skills & Abilities

  • Ability to remain flexible and adaptable to frequent assignment changes and varying environments.
  • Ability to work with a variety of patient populations including Adults, Pediatrics, and specialty care.
  • Excellent interpersonal and verbal communication skills; as well as interpersonal relationship building abilities.
  • Strong organizational and written communication skills.
  • Ability to multi-task, prioritize, manage time effectively and respond timely to patients and/or visitors.
  • Strong knowledge of HIPAA guidelines and understanding of patient privacy and ability to demonstrate a high level of confidentiality.
  • Ability to work independently and in a team environment; and able to lead by example.\
  • Excellent computer skills, knowledge of Microsoft programs, and understanding of Electronic Health Record (EHR systems).

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