Patient Services Representative

Optimal Care is a clinician owned and operated company that focuses on delivering exceptional quality care through innovative practices. The Patient Services Representative plays a vital role in connecting patients and families to hospice and physician services, managing the intake process and ensuring timely access to care.

Responsibilities

• Manage the full intake and referral process, from initial referral through admission
• Receive, review, and convert patient and physician referrals in accordance with agency policies
• Accurately enter, track, and maintain referral and patient data in company systems
• Serve as a key point of communication between patients, referral sources, clinical teams, sales, and leadership
• Answer inquiries about agency services and provide appropriate community resource referrals
• Coordinate referrals with supervisors and schedulers to support timely patient evaluations
• Maintain organized systems to ensure continuity and quality of patient care
• Provide excellent internal and external customer service, including greeting visitors professionally
• Prepare referral tracking and trending reports as needed
• Credential new physicians and facilities following established procedures
• Identify workflow gaps and recommend improvements to enhance efficiency
• Ensure compliance with all federal, state, and local regulations

Skills

• High school diploma or GED
• Interpersonal skills and ability to communicate professionally and effectively
• Knowledge of medical terminology
• Strong verbal and written communication skills
• Ability to operate computer and office equipment
• Proficiency in Microsoft Office Suite and data entry skills
• Responds to suggestion constructively
• Skilled in conflict resolution
• Proven interpersonal, coordination, and leadership skills
• Reliable transportation with valid automobile insurance
• Associate's degree preferred
• Minimum 1 year of experience in a healthcare setting preferred
• Knowledge of Medicare, Medicaid, and third-party payor guidelines preferred

Benefits

• Minimum of 3 Weeks Paid Time Off (PTO)
• Company Vehicle Program
• Flexible Work Schedule
• Mentorship Culture
• Medical, Dental, and Vision Insurance
• 401(k) with Employer Match
• Mileage Reimbursement
• Cutting Edge Technology

Company Overview