Patient Services Representative (2nd Shift)

Join California Pacific Orthopaedics, the Bay Area’s top destination for orthopedic and sports injury care! We deliver innovative, patient-centered treatment using the latest technology and minimally invasive techniques at our San Francisco and San Rafael locations. Our team combines medical excellence and advanced tech with a strong commitment to privacy and outstanding service.

We’re a supportive, driven team passionate about patient care. Our leadership values work-life balance and offers the flexibility you need to thrive at work and at home. We’re hiring an onsite Patient Services Representative (PSR) to work a mid-day shift from 11 AM - 8 PM for our San Francisco office. You’ll be the welcoming face for patients—handling check-in, registration, insurance, scheduling, and calls.

If you want your work to make a real difference in patients’ lives, we’d love to meet you.

ESSENTIAL FUNCTIONS

As a PSR, you’ll be the first point of contact for patients, providing friendly service while managing front desk, scheduling, calls, and admin tasks.

• Greet and assist patients, visitors, and vendors in a courteous, professional, and welcoming manner.
• Check patients in and out for appointments and schedule new and follow-up appointments as needed.
• Assist with MRI screening by contacting patients prior to their appointment to review MRI safety questions and confirm they can be safely scanned in the practice's MRI machine.
• Obtain and document required MRI screening information accurately and escalate potential safety concerns to the appropriate clinical staff for review.
• Triage patient questions, concerns, and issues and route them appropriately.
• Verify and update patient demographics, insurance information, and contact information in the Electronic Health Record (EHR).
• Scan, upload, and maintain patient documents within the EHR.
• Collect copayments, outstanding balances, self-pay balances, and issue receipts as appropriate.
• Coordinate appointment changes, cancellations, and rescheduling requests.
• Maintain confidentiality and security of patient information at all times.
• Provide call center support as needed to assist with caller demand and operational needs.
• Respond to patients, providers, and staff in a professional, courteous, and service-oriented manner.
• Collaborate effectively with providers, medical assistants, and administrative staff to ensure efficient patient flow and resolution of patient concerns.
• Demonstrate professionalism, reliability, and strong communication skills in all interactions.
• Adhere to all HIPAA, compliance, safety, privacy, and organizational policies and procedures.
• Maintain knowledge of practice workflows, scheduling protocols, insurance requirements, and departmental procedures.
• Participate in departmental meetings, training programs, and quality improvement initiatives as assigned.
• Perform other duties, department-specific functions and responsibilities, and special projects as assigned by management.

QUALIFICATIONS

& SKILLS:

• Minimum High school diploma or GED required
• Must have a minimum 1 year of customer service experience in a medical office, insurance, or call center
• Experience with scheduling appointments
• Ability to multi-task
• Must have technical skills with using one or more of the applications: MS Office, Office 365, Google Suite or Mac
• Experience using Electronic Health Record (EHR) (preferred)
• Problem-solving and organizational skills
• Strong verbal/written communication and listening skills; including excellent telephone communication.
• Ability to work independently on assigned tasks
• Ability to use general office equipment Schedule: Monday–Friday, on-site Hours: 11 AM – 8 PM Clinic and office environment. PERKS & BENEFITS: * 11 Paid Holidays * 3 Weeks Paid Time Off * Annual Bonus * 401(k) Retirement Plan * Profit Sharing Plan * Medical, Dental, Vision Insurance * Company Paid Long-Term Disability Insurance * Flexible Spending Accounts * Company Paid Life Insurance * Parental Leave * Employee Assistance Program * Employee Discount Program California Pacific Orthopaedics is an equal opportunity employer. All qualified applicants will receive consideration for employment regardless of race, religion, color, national origin, sex, sexual orientation, gender identity, age, marital status, status as a protected veteran, or a qualified individual with a disability.