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.
Requirements
- Provides exceptional customer service and ensures all questions and concerns are addressed in a timely and courteous manner.
- Explains policies including all regulatory and financial consent forms; secures all required signatures.
- Collects patient out-of-pocket responsibility per collection guidelines.
- Provides patient estimates as requested.
- Prepares and balances a daily deposit of all payment collections.
- May be assigned to drive a mobile medical van to various local healthcare events (MPC-mobile van caregivers only).
- Interviews patients and guarantors at the workstation or bedside to obtain all necessary information, including a copy of the patient or guarantor identification card.
- Obtains pre-certification and authorization.
- May perform patient discharge functions including, but not limited to, review of after visit summary (AVS), future appointment scheduling, and referrals.
- May schedule walk-in appointments for services offered.
- Verifies insurance benefits including obtaining insurance card(s) and confirms coverage is active.
- Determines correct insurance filing order, if multiple insurance coverages are effective for that service.
- May confirm physician and prescription orders ensuring accuracy.