"Lead Patient Services Representative"

Lead Patient Services Representative

Company:
University of Oklahoma

Job Location:

Category:
Health and Medical Services

Type:
Full-Time

Job Number:
260515

Organization: Admin & Clinical Support

Job Location: Oklahoma-Oklahoma City-Health Sciences Center

Schedule:

Work Schedule: Monday-Friday 8:00 AM-5:00 PM

Work Type: Onsite

Salary Range: Targeted salary of $43,800, depending on experience and education.

Benefits Provided: Yes

Required Attachments: Resume

Job Description

Coordinates schedules of patients in an outpatient clinic and provides clerical assistance toward the smooth operation of the facility. Directly supervises a group of Patient Services Representatives.

Duties:

• Schedules patient appointments, either by telephone or in person. Obtains patient demographics on new patients and updates demographics on established patients. Answers telephone calls and distributes to the appropriate personnel. Prepares and enters healthcare providers’ schedules into the computer. Coordinates schedules as directed to patient requiring multiple services.
• Gets patients as they come into the clinic for scheduled appointments. Accepts payments and writes receipts. Inspects the encounter form for completeness and accuracy. Copies insurance cards and distributes to the appropriate employee. Prepares encounter forms and billing packets for patients to be seen. May prepare and type daily deposits. Balances and closes cash box daily. Prepares ancillary forms for other services, to include but not limited to x-rays, vascular studies, etc. Prints and faxes physician schedules to offices.
• Pulls patient charts for appointments or to file lab, x-ray, hospital information or other information into the chart. Copies medical records for patients and other providers or facilities. Files patient charts. Prepares inactive patient charts for storage. Maintains log of charts in storage. Secures charts that have been sent to storage that are needed in the clinic. Replaces torn charts with new covers. Makes up new patient charts and/or packets of information. Requests medical records from other facilities.
• Discusses financial accounts with patients. Verifies insurance eligibility and primary care physicians for patients. Secures referrals to other providers for HMO patients. Secures referrals from PCPs for HMO patients to be seen in the clinic. Collects and verifies proof of income in order to determine what sliding scale discount is appropriate.
• Dispenses supplies as needed. Notifies appropriate person when supplies are low and need to be reordered. Types notes and letters for physicians. Makes immunization cards. Logs mail receipts according to University policy. Sorts and distributes mail.
• Supervises employees. Checks the work of subordinates to ensure accuracy. Attends interviews and offers opinion of applicants. Trains new hires. Assists in conducting performance appraisals. Approves time off for employees.
• Acts as a backup for other Team Leaders. Checks some work of other Team Leaders to ensure complete accuracy. Helps other Team Leaders diffuse difficult situations.
• Performs various duties as needed in order to successfully fulfill the function of the position.

Job Requirements

Required Education and Experience: High School Diploma or GED, AND:

• 42 months experience of which a minimum of 30 months in a clinical environment and 12 months experience in a customer service role.

Skills:

• Customer service
• Ability to communicate verbally and in writing
• Ability to resolve problems in a timely manner.
• Proficient with Microsoft Office Suite (Word, Excel, and Outlook)
• Ability to multitask and meet deadlines.
• Ability to lead and train.

Certifications: None

Advertised Physical Requirements:

Physical:

• Sit for prolonged periods
• Communicate effectively and listen.
• Use of computer and telephone.

Environmental:

• Standard Office Environment.

Supervision: Patient Services Reps (Communications Center) - 4

Job Posting: Mar 16, 2026

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