Patient Representative

Hours of Work :

8-5

Days Of Week :

mon-fri

Work Shift :

Job Description :

JOB TITLE: PATIENT REPRESENTATIVE

DEPARTMENT: PATIENT CARE FACILITY

SUPERVISION RECEIVED: REPORTS DIRECTLY TO OFFICE MANAGER

SUPERVISION EXERCISED: NONE

JOB SUMMARY: GREETS, INSTRUCTS AND SCHEDULES PATIENTS, REGISTERS PATIENTS INTO THE COMPUTER SYSTEM, AND DETERMINES THEIR INSURANCE BENEFITS. SERVES AS A LIAISON BETWEEN PATIENT AND CLINICAL SUPPORT STAFF.

DUTIES AND RESPONSIBILITIES (THIS LIST MAY NOT INCLUDE ALL OF THE DUTIES ASSIGNED.)

1. Maintains strictest confidentiality.

2. Greets patients in a prompt, courteous and helpful manner.

3. Checks-in patients, verifies and updates demographic and insurance information to the medical record. Assists patients with ambulatory difficulties. Follows office scheduling policies. Collects payments and enters charges into computer system.

4. Registers new patients into computer system and verifies all patients’ addresses, telephone numbers and insurance information.

5. Answers telephone, screens calls, takes messages, and conveys information to appropriate parties. Proficiency with medical office technology systems.

6. Maintains work area and reception area in neat and orderly manner.

7. Advises Practice Manager of problems and concerns in the Front Office and helps in problem solving.

8. Attends educational and staff meetings as scheduled.

9. Determine and input daily balance of charges and receipts as assigned by the Office Manager.

Follows established policies and procedures; adheres to OSHA Regulations. Must be able to work with other staff members to foster a team approach to the highest quality of patient care and staff cooperation. Must be able to support the clinic efficiency and cohesion.

PERFORMANCE REQUIREMENTS

KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of front office procedures and medical terminology. Excellent grammar and spelling skills. Knowledge in operation of medical office technology systems. Skill in greeting patients and answering the telephone in a pleasant and helpful manner. Ability to speak clearly and concisely. Ability to read, understand, and follow oral and written instruction. Ability to sort and file materials correctly by alphabetic or numeric systems. Ability to establish and maintain effective working relationships with patients, employees, and the public.

EDUCATION

High school education or equivalent

EXPERIENCE AND SKILLS

1. Strong communication skills with consistent incorporation of judgement and discretion.

2. Working knowledge of medical terminology and coding preferred.

Previous two years in a front office using medical management software preferred.

4. Previous typing or data entry at 40 wpm experience.

TYPICAL PHYSICAL DEMANDS

Frequent mobility and/or sitting required for extended periods of time. Some bending and stooping required. Requires occasional lifting up to 50 pounds of boxes of paper. Requires manual dexterity to operate office technology. Requires eyesight correctable to 20/20 to read numbers, policies, and computer terminals. Requires hearing within normal range for telephone use.

TYPICAL WORKING CONDITIONS

Work is performed in an office environment and requires both desk and counter work. Frequent contact with employees and outside agencies. Continual patient contact may involve dealing with angry and upset people.

Methodist Health System is a faith-based organization with a mission to improve and save lives through compassionate, quality healthcare. For nearly a century, Dallas-based Methodist Health System has been a trusted choice for health and wellness. Named one of the fastest-growing health systems in America by Modern Healthcare, Methodist has a network of 12 hospitals (through ownership and affiliation) with nationally recognized medical services, such as a Level I Trauma Center, multi-organ transplantation, Level III Neonatal Intensive Care, neurosurgery, robotic surgical programs, oncology, gastroenterology, and orthopedics, among others. Methodist has more than two dozen clinics located throughout the region, renowned teaching programs, innovative research, and a strong commitment to the community. Our reputation as an award-winning employer shows in the distinctions we’ve earned:

• Great Place to Work Certified 2026-2027
• Glassdoor’s Best Places to Work 2025 & 2026
• Glassdoor’s Best Places to Work in Healthcare, Biotech & Pharma 2026
• TIME’s Best Companies for Future Leaders 2025 & 2026
• Newsweek’s America’s Most Admired Workplaces 2026
• Glassdoor’s Best-Led Companies 2025
• Fortune Best Workplaces in Health Care 2025
• Military Friendly Gold Employer 2025
• Becker’s Hospital Review 150 Top Places to Work in Healthcare 2025
• Newsweek’s Americas Greatest Workplaces 2025