Patient Representative - Mental Health Services

The Beit Paley Center for Mental Health Services is seeking a motivated, detail-oriented individual with excellent customer service skills to support the office staff in our Adult Services Clinic.

Responsibilities

• Greet patients and visitors and respond to inquiries while providing exceptional customer service

• Assist patients with office-specific registration processes, including kiosk and computer-based registration as needed

• Accurately enter and update patient demographic and insurance information in the electronic medical record (EMR) system for billing, tracking, and documentation purposes

• Schedule and reschedule patient appointments efficiently in accordance with department and practice guidelines

• Collect, post, and reconcile patient payments accurately

• Answer incoming phone calls and respond to patient inquiries promptly; appropriately triage calls and refer to providers when necessary

• Respond to patient messages within the EMR inbox in a timely and professional manner

• Complete EMR work items including patient follow-ups, pre-registrations, referrals, insurance authorizations, and other administrative tasks as needed

• Scan and upload patient records into the EMR system

• Process faxes, incoming mail, and required paperwork

• Perform daily office closing procedures and reconciliation as required

• Maintain compliance with all federal regulations and organizational privacy policies, including HIPAA

• Perform additional administrative and clerical duties consistent with the needs of the office

Minimum Qualifications

• Experience with medical terminology

• Basic computer proficiency (Google Workspace required; EPIC experience a plus)

• Strong organizational skills with the ability to prioritize and multitask effectively

• Excellent verbal and written communication skills