Patient Service Representative Job Description Template

The Patient Service Representative job description template outlines the responsibilities and requirements for individuals seeking a career in healthcare customer service. This role requires excellent communication and organizational skills, as well as the ability to multitask and prioritize tasks in a fast-paced environment. As a Patient Service Representative, you will be the first point of contact for patients, helping them navigate their healthcare experience by scheduling appointments, answering questions, and assisting with insurance verification. If you are passionate about helping others and have experience in customer service, this may be the perfect job for you.

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Job Summary

A Patient Service Representative serves as a liaison between patients, healthcare providers, and insurance companies. They handle various administrative and clerical duties that ensure patient satisfaction, timely processing of appointments, and accurate billing and insurance claims.


  • Answer and manage a high volume of incoming calls from patients, physicians, and insurance companies
  • Schedule patient appointments and manage appointment cancellations and rescheduling
  • Verify patient insurance information and obtain necessary pre-authorizations and referrals
  • Assist patients with billing and insurance inquiries and resolve any disputes or discrepancies
  • Coordinate patient flow within the office and provide support to clinical staff as needed
  • Maintain patient records and update electronic medical records as appropriate
  • Ensure compliance with healthcare regulations, policies, and procedures
  • Perform other duties as assigned


  • High school diploma or GED equivalent
  • Prior experience in a healthcare setting preferred
  • Knowledge of medical terminology and insurance billing codes
  • Excellent customer service and communication skills
  • Good organizational and time-management skills
  • Ability to work effectively in a team environment
  • Proficiency in computer skills and experience with electronic medical records systems


As healthcare facilities continue to grow, the need for skilled Patient Service Representatives (PSRs) also increases. A PSR performs a pivotal role in a healthcare facility, as they act as the primary contact between patients and healthcare personnel. Therefore, it is essential to attract candidates who excel in customer service, communication, and organizational skills when creating a job posting.

Job Title and Responsibilities

When creating the job title, make sure it showcases the role of a PSR clearly. Typically, titles like Patient Service Representative, Medical Receptionist, or Front Desk Coordinator would fit the bill. Use bullet points to highlight the responsibilities of the job. Some essential duties of a PSR include:

  • Greet patients and visitors and determine their needs.
  • Register patients by verifying their identity and insurance details.
  • Answer phones, schedule appointments, and manage doctor's schedules.
  • Record and maintain patient records and carry out billing and insurance processes as per the facility’s protocols.
  • Handle inbound and outbound calls while ensuring prompt and patient-friendly customer service.
  • Required Qualifications and Competencies

    Specify the necessary qualifications, certifications and competencies to apply for the position. Some essential candidate requirements may include:

  • Bachelor's degree in healthcare management, administration or related field or prior experience in a hospital or clinic environment.
  • Excellent verbal as well as written communication skills with attention to detail and accuracy.
  • Ability to multitask, and handle patients with poise and empathy even in high-pressure situations.
  • Experience with medical software, proficient in MS Office applications, and general computer skills.
  • Work Schedule and Benefits

    Detail the work schedule and benefits for this PSR position. This includes work hours, health plans, retirement packages, paid vacations, and employee discounts. Be specific with each point, and include numerical data if possible.


    Creating an effective PSR job posting comprises multiple factors, such as job title, responsibilities, required qualifications, competencies, work schedule, and benefits. By hiring a skilled and experienced PSR, healthcare facilities can improve patient satisfaction and enhance their brand reputation.

    What qualifications should a Patient Service Representative have?

    A Patient Service Representative should have excellent communication and customer service skills, knowledge of medical terminology and insurance procedures. Experience with electronic medical records system and basic computer skills are also desirable.

    What are the main duties of a Patient Service Representative?

  • Answering patient inquiries and scheduling appointments
  • Verifying patient insurance coverage and collecting co-payments
  • Maintaining electronic medical records
  • Communicating with medical staff to ensure proper patient care
  • Handling patient complaints and concerns in a professional manner
  • What kind of work environment should be provided for a Patient Service Representative?

    A Patient Service Representative should have a professional and friendly work environment. The office should be clean and organized with proper equipment to perform the job duties. Regular training and career development opportunities should also be provided.

    What kind of experience should be required for a Patient Service Representative position?

    The experience requirement may vary depending on the specific needs and requirements of the position. Generally, 1-2 years of relevant work experience in a healthcare setting or a similar customer service position is preferred.

    What is the salary range for a Patient Service Representative?

    The salary range may vary depending on the location, experience and qualifications. However, the average salary for a Patient Service Representative is around $35,000 per year.

    What are the skills required to be a successful Patient Service Representative?

    A Patient Service Representative should have strong communication and interpersonal skills, attention to detail, ability to multitask, problem-solving abilities and customer service skills. Having a positive attitude and being able to work well under pressure are also important.

    What is the hiring process for a Patient Service Representative?

    The hiring process may vary depending on the company or organization. Generally, it starts with submitting an application, followed by phone and in-person interviews. Background checks and drug tests may also be required before hiring.

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