PATIENT SERVICES REPRESENTATIVE

Primary Care Associates of AppletonPrimary Care Associates of AppletonAppleton, Wisconsin, United States
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Posted

9/1/2026

Employment

Full time

Range

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Work style

On-site

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32h/week

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AI summary

Core responsibilities

The role involves scheduling patient appointments, registering new patients, and verifying insurance information. Additionally, the representative is responsible for collecting co-pays, balancing cash drawers, and managing clinic telephone communications.

Requirements overview

Candidates must possess a high school diploma or GED and have one to three months of related experience or training. Strong communication skills and the ability to work in a fast-paced environment are essential.

Key skills

Patient schedulingPatient registrationInsurance verificationCash handlingCustomer serviceTelephone etiquetteData entryEPIC softwareOffice equipment operationCommunication skillsTime managementAttention to detail

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Education requirements

high school

About Primary Care Associates of Appleton

Industry

Medical Practices

Employees

70

Type

Self-Owned

Size

51-200 employees

A multi-specialty (Family Practice & Internal Medicine) clinic housing a team of 26 providers, working together to provide comprehensive, family-centered healthcare for individuals and their families throughout their lifetimes. The providers and staff at Primary Care Associates of Appleton are kind, compassionate and utilize the latest in medical equipment and technology. Services such as digital mammography, ultrasound, CT, EKG and laboratory all available in one location, offering convenience and timely results for our patients.

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Job categories

HealthcareCustomer Service & SupportAdministrative

Description

Description Job Description: DEPARTMENT: Patient Services Department REPORTS TO: Patient Services Team Leader HOURS: 64 hours per pay period (full-time benefit eligible) Will work every 3rd weekend – Saturday 7:45 am to noon and Sunday 8:45 am to noon Monday, Tuesday (day off), Wednesday, Thursday and Friday hours ranging from 8 am to close (6 pm) When working the weekend, candidate will have a different day off during the week SCHEDULER Position Summary: Responsible for scheduling/confirming of appointment, registration of patients, and maintenance of the scheduling template. DUTIES AND RESPONSIBILITIES: Schedules patient appointments Confirms appointments for physician schedules Sends the patient forms required for appointments Responsible for template maintenance as assigned Performs registration functions on occasion in a courteous, accurate and well-organized manner. This will include new patient registration and review of demographic information with patient when each appointment is made to ensure accuracy. Make additions and deletions to information as appropriate. Follow through with any system notes from the business office regarding collection of payment Knowledge of use and care of departmental machines necessary to perform job duties, including printer, computer, and copy machine and fax. Courteously answers the telephone, identifies self and takes accurate telephone messages or directs calls to appropriate extension Properly turn telephones over to switchboard when away from desk Other duties as may be assigned. REGISTRAR Position Summary: Greets patients and visitors as they enter the clinic. Responsible for completing needed registration paperwork or verifying registration information. Collects co-pays and other payments as required. Verify, add insurance information as necessary. DUTIES AND RESPONSIBILITIES: Promptly greets patients and visitors Performs registration functions in a timely, courteous, accurate and well-organized manner. This will include new patient registration and review of information with patient upon registration to ensure accuracy. Make additions and deletions to information as appropriate. Verifies insurance coverage and enters information into EPIC. Follows through with any notes from the business office regarding collection (collect payment, refer to account specialist). Collect co-pays as appropriate. Take patient payments Attempts to collect outstanding account balances at the time of appointment, when applicable. Print route slips to appropriate printer. Balances cash drawer with EPIC and credit card batch daily. Knowledge of use and care of departmental machines necessary to perform job duties, including printer, computer, and copy machine, and fax. Courteously answers the telephone, identifies self and takes accurate telephone messages or directs calls to appropriate extension. Properly turn telephones over to the answering service at close of business hours. Process credit card payments. Properly forward phone to appropriate extension when away from desk. Other duties as may be assigned. SUPERVISORY RESPONSIBILITIES: This job has no supervisory responsibilities. Requirements QUALIFICATIONS: High school diploma or general education degree (GED), or one to three months related experience and/or training, or equivalent combination of education and experience. Other skills required: Knowledge of use and care of departmental machines necessary to perform job duties, including printer, computer, and copy machine and fax. Positive and effective communication skills. Ability to work well with others including all customers of Primary Care Associates. Ability to work under pressure in a fast paced environment. Ability to use clinic telephone system effectively. PHYSICAL DEMANDS AND WORK ENVIRONMENT: Occasionally required to stand or walk. Frequently required to sit, bend, stoop, talk or hear. Continually required to utilize hand and finger dexterity. While performing the duties of this job, the noise level in the work environment is usually moderate. The employee must occasionally lift and/or move up to 250 pounds. Specific vision abilities required by this job include: close vision; distance vision; color vision; peripheral vision; depth perception and ability to adjust focus. Specialized equipment, machines, or vehicles used: fax, print, copy, scan, etc. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

  • Patient scheduling
  • Patient registration
  • Insurance verification
  • Cash handling
  • Customer service
  • Telephone etiquette
  • Data entry
  • EPIC software
  • Office equipment operation
  • Communication skills
  • Time management
  • Attention to detail

Benefits

  • Full-time benefit eligible

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