Patient Services Representative 3

[ Pulmonary Specialty Clinic]

The Patient Services Representative 3 is responsible for sustaining an environment of intrinsic goodwill for the practice while providing optimum services to patients. This position requires the skills and ability to manage the level of responsibility and accountability necessary to provide specialized duties for the department/clinical team for which it is assigned.

This position may also perform front office duties consistent with those of Patient Services Representative 2 (MOSC 2), per operational needs. Thisposition is responsible for obtaining authorization and processing of all ancillary orders, processing of new patient referrals, including initiation of pre-visit planning, and management of continuity of care authorizations. The p osition also provides backup support for the call center during peak call volume.

This posting is a Transfer/Promotional opportunity for UCD/UCDHS Employees (internal candidates). Applications from current UCD/UCDHS employees will be considered first. Applications from the public/external candidates may be considered if an internal candidate is not selected as the most qualified applicant.

Percentages of time allocated to functions in this position description are a guideline only. Individual assignments and time worked in each functional area may vary based on the department's operational needs.

Apply By Date: June 13, 2026, at 11:59 PM.

Minimum Qualifications - For full consideration, applicants are encouraged to upload a license and/or certification if required for the position.

• High School / GED equivalent or related work experience
• Experience with practices and protocols related to medical office and/or health care scheduling or insurance procedures (i.e., medical terminology, appointments, medical records, insurance verification, cashiering, billing, etc.)
• Ability to accomplish a variety of concurrent assignments effectively and efficiently, demonstrating ability to organize, prioritize, and complete assignments in a designated time frame.
• Ability to adjust to changing workload or assignments and pressures of increased workload or deadlines.
• Problem-solving skills to independently define a problem, identify the resources available to help solve the problem, create viable solutions, and take the necessary action to implement problem resolution and ensure prompt and satisfactory resolution.
• Decision-making skills to independently exercise delegated authority to take action and to appropriately seek assistance from others when limits of delegated authority have been reached.
• Interpersonal skills to establish and maintain effective working relationships with all co-workers; to consistently interact with patients and other members of the public with patience, courtesy, and professionalism, both in person and on the telephone; and to effectively respond to individuals who may be angry or upset.
• Ability to efficiently use computer system applications for all functions required for this position, including electronic mail, spreadsheets, word processing, and medical office management (i.e., scheduling, template maintenance, maintenance of demographic and insurance information).
• Typing skills sufficient to use a computer keyboard for timely and accurate input and production.
• Writing skills, using proper English grammar, spelling, and punctuation, sufficient to compose messages and/or routine correspondence, which is clear, concise, and easy to understand.
• Bookkeeping skills sufficient to maintain accurate records of patient financial transactions, prepare related financial reports, balance cash box, and prepare deposits.
• Organizing skills to establish priorities for own work within stated guidelines; respond flexibly to changes in priorities; and maintain work effectiveness in a setting with a high volume of patient activity and frequent interruptions.
• Filing skills to maintain logs and files of information in alphabetical, chronological, and/or numerical order, such that it is current and easily retrievable.
• Knowledge of all pertinent laws, regulations, and guidelines governing medical records; confidentiality, privacy, and provision to others, including HIPAA.
• In-depth knowledge of health care insurance systems, which may include Medi-Cal, MediCare, HMO, PPO, fee-for-service, county-funded coverage, and workers' compensation, sufficient to properly obtain and track authorizations, appoint patients, make referrals for consults, diagnostics, and ancillary services, coordinate hospital services, complete and submit billing documentation, and explain provisions and requirements to patients.
• Knowledge of ICD-10, CPT, and HCPCS coding guidelines sufficient to accurately identify services performed, including diagnoses, procedures, and supplies.
• Knowledge and experience of practices and protocols related to medical office procedures (i.e., medical terminology, appointments, medical records, insurance verification, cashiering, billing, etc.)

• Three (3) years of customer service experience and/or call center experience .
• Recent experience with EMR, such as EPIC, including In Basket and Work Queues .
• Training or equivalent recent experience in billing, authorizations, referrals, medical terminology, and comprehensive insurance plans and products.
• Recent experience in an outpatient medical office.
• Experience working in a front office for a clinic, physician, or health insurance company processing referrals or authorizations for patient services. Examples could include scheduling, ordering patient records to support diagnosis, or medical necessity.
• Previous experience in the specialty of the hiring outpatient clinic.
• Demonstrated knowledge of Health System and UCD policies and procedures, or ability to learn.
• Comprehension of University requisition systems, including those needed for ordering supplies and medical records.

• 50% - Coordination of Medical Office Services
• 50% - Additional Job Functions

• Salary or Pay Range: $29.46 - $36.63
• Salary Frequency: Hourly
• Salary Grade: 266
• UC Job Title: MED OFC SVC CRD 3
• UC Job Code: 009214
• Number of Positions: 1
• Appointment Type: Career
• Percentage of Time: 100% Full-time
• Shift (Work Schedule): 08:00-17:00
• Location: California Medical Building, Sacramento, CA
• Union Representation: EX-Patient Care Technical
• Benefits Eligible: Yes
• This position is 100% on-site

• High-quality and low-cost medical plans to choose from to fit your family's needs
• UC pays for Dental and Vision insurance premiums for you and your family
• Extensive leave benefits including Pregnancy and Parental Leave, Family & Medical Leave
• Paid Holidays annually as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Paid Time Off/Vacation/Sick Time as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Continuing Education (CE) allowance and Education Reimbursement Program as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Access to free professional development courses and learning opportunities for personal and professional growth
• WorkLife and Wellness programs and resources
• On-site Employee Assistance Program , including access to free mental health services
• Supplemental insurance offered , including additional life, short/long term disability, pet insurance and legal coverage
• Public Service Loan Forgiveness (PSFL) Qualified Employer & Student Loan Repayment Assistance Program for qualified roles
• Retirement benefit options for eligible roles , including Pension and other Retirement Saving Plans. More information on our retirement benefits can be found here

• Standing - Occasional Up to 3 Hours
• Walking - Occasional Up to 3 Hours
• Sitting - Continuous 6 to 8+ Hours
• Lifting/Carrying 0-25 Lbs - Occasional Up to 3 Hours
• Pushing/Pulling 0-25 Lbs - Occasional Up to 3 Hours
• Bending/Stooping - Occasional Up to 3 Hours
• Squatting/Kneeling - Occasional Up to 3 Hours
• Twisting - Occasional Up to 3 Hours
• Climbing (e.g., stairs or ladders) - Occasional Up to 3 Hours
• Reaching overhead - Occasional Up to 3 Hours
• Keyboard use/repetitive motion - Continuous 6 to 8+ Hours

• Loud noise levels - Frequent 3 to 6 Hours

• Sustained attention and concentration - Continuous 6 to 8+ Hours
• Complex problem solving/reasoning - Continuous 6 to 8+ Hours
• Ability to organize & prioritize - Continuous 6 to 8+ Hours
• Communication skills - Continuous 6 to 8+ Hours
• Numerical skills - Occasional Up to 3 Hours
• Constant Interaction - Continuous 6 to 8+ Hours
• Customer/Patient Contact - Continuous 6 to 8+ Hours
• Multiple Concurrent Tasks - Continuous 6 to 8+ Hours

• UC Davis is a smoke and tobacco-free campus effective January 1, 2014. Smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes) will be strictly prohibited on any UC Davis-owned or leased property, indoors and outdoors, including parking lots and residential spaces.
• Must be willing to work overtime, variable days (including weekends), hours, and locations as required to meet the business needs of the practice.

• This is a critical position, as defined by UC Policy and local procedures, and as such, employment is contingent upon clearing a criminal background check(s) and may include drug screening, medical evaluation, clearance, and functional capacity assessment
• The duties or functions of this position include the handling of cash (or cash equivalents)
• This position is designated as a mandated reporter under CANRA and UC policy, and employment is contingent on compliance with applicable policies, procedures, and training requirements

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