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Patient Representative

Salary: $15.25-$18.62 hourly / $2,653-$3,239 monthly / Range: 4796

DEFINITION: Under general supervision, interviews patients and determines ability to pay or eligibility for third party payors; prepares billings, case records, and statistical reports; and performs related duties as required.

DISTINGUISHING CHARACTERISTICS: This classification is found in the Departments of Public Health and Alcohol, Drug & Mental Health Services. It is distinguished from the Patient Accounts Clerk series by its emphasis on registering patients and determining their eligibility.

EXAMPLES OF DUTIES: Registers patients at clinic sites; interviews patients and responsible parties to obtain and record personal, family, and financial data; analyzes patients' ability to pay and determines fees on a sliding scale; informs patients of amount owed the County for services rendered and sets up payment agreements for balances due; informs patients of steps to be taken to eliminate indebtedness and the financial impact of various alternatives; verifies Medi-Cal and Medicare eligibility and prepares input documents for billing; posts credits and debits to accounts and contacts patients with delinquent accounts to arrange payments.


1. Two years of responsible clerical experience involving public contact, including at least one year of experience in a medical office; or,
2. a combination of training, education, and experience that is equivalent to the employment standard listed above and that provides the required knowledge and abilities.

Knowledge of: sources of information to verify insurance coverage; various types of medical insurance such as Medicare, Medi-Cal, and CHAMPUS; medical terminology applicable to the medical billing process.

Ability to: interview patients under stressful conditions; convince debtors of necessity of assuming financial responsibility; read, understand, and apply policies and procedures; complete basic arithmetic calculations; review, post, and record information accurately; use office equipment and automated systems.


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