Adheres to standards of professionalism set by the Practice Always maintains professional appearance by adhering to dress code and wearing identification badge Demonstrates and maintains professionalism in behavior and courtesy toward the patients and staff Respects confidentiality and is HIPAA compliant in all aspects of communication regarding patient, Practice, and staff members Functions as a member of a team committed to quality patient care Takes initiative to keep informed of new/revised Policy and Procedures, Standards of Care and incorporates these into practice Attends and participates in mandatory quarterly staff meetings or reads minutes Completes Mandatory Education annually Attends/participates in training/review classes and projects as assigned Handles difficult situations and people with tact, professionalism and H.E.A.R.T. Demonstrates good judgment in escalating difficult situations and people to Management personnel Demonstrates professionalism in attendance & punctuality. Consider number of unauthorized or unscheduled absences, a pattern of before and after weekend absences, tardiness and early departures, and long meal periods in accordance with CRHC policy Promotes a positive work attitude fostering teamwork and acceptance of management decisions Supports peer to peer training initiative for new Patient Services employees Assists co-workers whenever possible, to achieve office goals / patient satisfaction Works independently, takes initiative in completing assignments and does so without reminder Completes all miscellaneous work assigned by Director/Supervisor or Physician accurately and in a timely manner Opens office as needed; turns on copiers, terminals and printers, and updates computer for current day’s session Communicates with clinical staff to keep patient informed of appointment status Verifies insurance eligibility and coverage by phone, independent website, RTS, Phreesia, or Clearwave at time of service Verifies patient demographic and insurance information at time of visit. Assures all demographic and insurance information is accurate, complete, and up to date in the patient's chart. Scans current insurance card and photo identification into system Provides, explains and reviews for accurate completion, all Registration forms, i.e., Patient Representative, Patient Registration form, Family Information form, and Text Addendum where applicable and obtains signatures as required Provides and explains the Authorization to Release Health Information to patient at their request Determines balances due including past balance, co-payments, co-insurance, and deductibles, referring to Patient Accounts as necessary; takes responsibility for collecting and posting payments from patients at time of service via checks, cash or credit card in compliance with Cash Control Policies and Procedures Assigns NextMD tokens in compliance with Meaningful Use guidelines Provides After visit Summary in compliance with ACO guidelines Prepares Batch Report daily to total and balance collections Begins the check in process in EPM, Phreesia, Clearwave, and Siemens. Act on notations in all systems and completes the auto-flow process successfully Schedules/Cancels/Reschedules patient appointments as ordered by the physician adhering to scheduling policies and procedures Obtains or issues HMO insurance referrals as required for maximum reimbursement of services rendered Notifies management or other departments appropriately using Clerical Templates for various issues/requests/reasons Maintains supply inventories and equipment necessary for the effective performance of the job; communicates supply needs to the office supervisor in a timely manner Maintains a neat, organized, orderly environment in the reception and waiting room areas, i.e., magazines, physician business cards, brochures, signage, etc. Closes office as needed, ensuring that lights, terminals, and office machines have been turned off and all patients accounted for and discharged. May be required to set alarm. Actively demonstrates good oral and written communication skills with both internal and external customers Demonstrates flexibility in schedule to meet patient and office needs Works with a sense of urgency Performs other tasks as required for the effective and efficient functioning of the Practice when directed to do so by Supervisory and Managerial personnel Performs other duties as assigned