Job Description

Patient Services Representative
Boston, MA


  • Answers and triages incoming telephone calls, takes messages, and assists patients and families with problem resolution both in-person and over the telephone.
  • Has primary responsibility for scheduling and rescheduling patient appointments and utilizes wait list to fill cancelled appointments.
  • Conducts appointment confirmation calls and sends confirmation letters when applicable.
  • Reviews the daily patient schedule and ensures that all appropriate preparations are in place to facilitate efficient patient flow for the day.
  • Obtains pertinent new patient information, and prepares medical record charts for new patients.  Ensures all required information is available prior to initial visit.
  • Schedules diagnostic testing appointments and obtains prior authorizations for tests.
  • Assists with obtaining appropriate referral information from referral source.
  • Pre-screens incoming referrals according to selection criteria.
  • Coordinates prior authorizations.
  • Coordinates medical documentation and scanning into the electronic medical record.
  • Responsible for sorting mail, incoming faxes and directs correspondence to the appropriate recipient.
  • Monitors and manages Epic referral workqueue  Patient Gateway daily. 
  • Coordinates interpreter services and patient transportation as necessary.
  • Coordinates clinical and/or physician administrative schedules.
  • Provides cross coverage as necessary, including front desk, lunch, and vacation coverage.
  • Maintains patient confidentiality in compliance with HIPAA guidelines.
  • Perform other duties as assigned


  • Bachelor’s degree preferred; High school diploma and/or GED equivalent required. 
  • A minimum of 2-5 years of experience in medical field.
  • Professional communication and phone skills.
  • Customer service focused.
  • Basic knowledge of medical terminology preferred.
  • Understanding of managed care and other insurance plans preferred.
  • Scheduling systems knowledge preferred.  Epic systems experience desirable.
  • Computer savvy and ability to navigate multiple screens.
  • Attention to detail and ability to multi-task.


Application Instructions

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