Patient Services Representative

Patient Services Representative

Join the leaders in orthopedic care! California Pacific Orthopaedics is hiring Patient Services Representative(s) for our San Francisco team! Make a real impact supporting patients in a collaborative, innovative, and caring environment. If you thrive in fast-paced settings and love helping people, we want you! Ready to take your career to the next level? Discover what makes us the most sought-after team in the region! We offer a supportive, team-oriented culture with leadership that values work-life balance and flexibility for your well-being. Ready to make a difference? Apply today!

As a Patient Services Representative, you'll greet and register patients, verify insurance, schedule appointments, and manage calls—all while delivering outstanding service. Ready to join a top Bay Area team and grow your career? Apply today!

Key Responsibilities

• Greets and registers new patients and updates existing patient accounts in a courteous and professional manner in accordance with performance standards. Identifies accepted insurance plans and those requiring referrals.
• Handles any system red flags as they are encountered.
• Determines if patient has a co-payment or deposit; accepts and records receipt of payment; provides applicable waiver and obtains appropriate signature; and, when appropriate, scans copy of patient's photo ID, insurance card, and/or waiver.
• Schedules new or follow-up appointments in a courteous and professional manner in accordance with performance standards.
• Responds to requests from patients, family members, physicians, and staff in a courteous and professional manner in accordance with performance standards.
• Electronic Health Record Documentation
• Accesses the EHR to communicate with clinical staff members and/or physicians.
• Manages EHR in-basket(s), work queues, and schedule templates as assigned in accordance with performance standards.
• Cashiering and Cash Handling
• All other duties as assigned, including department-specific functions and responsibilities:
• Performs other duties as assigned and participates in organization projects as assigned.
• Adheres to safety, HIPAA, and compliance policies.

Qualifications

• High school diploma or GED required.
• Minimum 1 year of customer service experience in a medical office, insurance, call center, or client services environment.
• Experience with scheduling appointments
• Must be flexible and have the ability to multitask.
• Proficient in computers, using MS Office applications, and with an EHR (preferably Epic)
• Ability to collaborate across departments and build effective relationships with internal and external customers to achieve goals.
• Possession of strong problem-solving skills and sound judgment.
• Possession of strong organizational skills.
• Strong verbal/written communication and listening skills, including excellent interpersonal skills and telephone communication.
• Ability to work independently on assigned tasks as well as to accept direction on given assignments.
• Deals with confidential information and/or issues using discretion and judgment.

Schedule: Monday–Friday, 8 AM - 5 PM Work is on-site in a clinic/office setting. Must be able to use computers, phones, and office equipment.

What We Offer:

• Competitive pay
• 11 paid holidays, and 3 weeks Paid Time Off (PTO)
• Bonus, 401(k), profit sharing
• Medical, dental, vision, disability & life insurance
• Parental leave & employee discounts
• Supportive, inclusive team culture

California Pacific Orthopaedics is an equal opportunity employer. All qualified applicants will be considered for employment regardless of race, religion, color, national origin, sex, sexual orientation, gender identity, age, marital status, status as a protected veteran, or status as a qualified individual with a disability.