Job Information

Organization: Trillium Health

Posting Start: 03/07/2024

Location: Monroe Ave and Science Parkway Rochester, NY

Job Title: Patient Service Representative

Posting End: 04/25/2024

A Brief Job Description:


Purpose: Under the direct supervision of the Office Manager, Practice Manager and Sr. Director, Practice Administration responsible for performing a variety of non-clinical duties in support of patients, clients, clinic medical providers and other ancillary staff  following established methods and procedures.


Key Job Responsibility Areas


  1. Front Office Clinical Support
  2. Enrollment Assistance
  3. Provider Assistance
  4. Miscellaneous


Detail of Key Job Responsibility Areas


1. Front Office/Reception

  1. Serve as the face of the office and greet all patients with a smile and friendly attitude
  1. Use EMR to coordinate and schedule patients
  2. Answer telephones, route incoming calls and initiate triage request if necessary in a phone call center setting
  3. Check voicemail system regularly throughout the day
  4. Check patients in/out; verify patient demographics, enter in health insurance information
  5. Collect co-pays and other fees for services and process payments
  6. Enter medical records into EMR system
  7. Conduct reminder calls to patients to confirm upcoming appointments and reschedule missed appointments
  8. Fax medical documentation as needed and requested by clinical staff and outside agencies
  9. Sort, scan and route incoming mail to the appropriate provider into the EMR in a timely manner
  10. Route inbound faxes within the EMR to the appropriate provider; attach results to orders
  11. Assist in obtaining medical records from previous providers and ensures they are received
  12. Manage release of medical records; track when sent and received

2. Enrollment Assistance

  1. New Patient Intake; insurance assistance in finding appropriate coverage if applicable. Sit with patients 1:1 prior to their appointment on the same day.
  2. Assist in obtaining required income disclosure, as well as, documentation to verify that income.
  3. Assist in outreach/education/enrollment assistance as directed by your supervisor

3. Provider Assistance

  1. Maintain provider schedules to accommodate PTO/CME/Conference; rescheduling of patients as needed.
  2. Assist with various Administrative requests.
  1. Miscellaneous
  2. Represent Trillium at organizational and community events in efforts to build collaborative relationships with key business partners and sponsors, and to promote the Trillium Health brand, mission and vision.
  3. Requires the ability and commitment to respect and support inclusiveness and diversity including but not limited to individuals of different backgrounds, cultures, races, ages, sexual orientations, gender identities or expressions, experiences, opinions, etc.
  4. Requires individual demonstration of commitment to the One Trillium values, behaviors and business impacts and modeling them in the organization.
  5. Responsible for maintaining confidentiality of all patient, client, employee, protected and proprietary information. High level of discretion and ethical approach to fundraising.
  6. Employees are accountable for meeting the performance standards of their departments and must participate as requested in compliance audits, process improvement and quality improvement plans.

F.     Other responsibilities or duties as needed.








1 – 3 years of experience working in a medical office or clinic required. Medical Office Assistant Certification preferred. Medent Experience preferred. Ability to react calmly and effectively in emergency situations. Good telephone manners and etiquette. Ability to understand and follow verbal and written instructions. Ability to communicate clearly with patients and other staff. Good oral and written communication skills in English. Bilingual skills in Spanish preferred. Skill in documenting and maintaining patient care records. Excellent computer and organizational skills. This position has full access to sensitive and confidential medical records and HIV related information on all parents.

Physical Requirements

While performing the duties of this job the employee is required to stand, sit, walk, use hands to finger, handle, or feel; reach with hands and arms, talk and hear.  Occasionally the employee must stoop, bend and lift or move up to 25 lbs.  Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.


In support of the Americans with Disabilities Act, this job description lists only those responsibilities and qualifications deemed essential

Apply Online

Contact Information:

Jackie Andersen