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Position Classification Description

Position Class Code / Title: A0018 / Patient Services Assistant
Recruitment Tier: Tier 1
FLSA: Non-Exempt
Grade: 06

This is a description of a Staff Position Classification. It is not an announcement of a position opening. To view descriptions of current openings, please go to UNMJobs and Search Postings to view positions that are currently accepting applications.

The following statements are intended to describe, in broad terms, the general functions and responsibility levels characteristic of positions assigned to this classification. They should not be viewed as an exhaustive list of the specific duties and prerequisites applicable to individual positions that have been so classified.


Provides a range of intake and associated administrative services pertaining to incoming patients of a specified diagnostic and/or treatment facility. Performs patient admissions and registration, patient financial services and data entry, specified routine procedures such as taking of vital signs, greeting and referring patients, answering routine/administrative inquiries, and general office support activities as appropriate.

Duties and Responsibilities

  1. Receives, screens, interviews, and registers patients for clinics; takes and records vital signs, as appropriate to clinical operations.
  2. Handles phone inquiries from patients and others; screens calls to ascertain nature and urgency of inquiry; refers callers as appropriate and/or schedules appointments.
  3. Reviews patient admission records to ascertain insurance coverage and the possible need for financial assistance; obtains insurance authorizations or initiates applications for public assistance as indicated.
  4. Counsels patients and families regarding financial issues such as insurance, eligibility for assistance, sliding fee scales, Medicaid, meal eligibility, and travel reimbursement; verifies insurance coverage with insurance companies.
  5. Records patient demographic, insurance, and billing codes into registration and billing system; researches missing information on intake forms; obtains signatures and release forms.
  6. Responds as appropriate to inquiries from patients and third party payers regarding treatment, benefits, and billings; coordinates the resolution of related problems.
  7. Provides day-to-day staff support as appropriate, to include preparation of documents, collection and verification of records, and maintenance of data on clinical activity.
  8. Orders and maintains inventory and supplies as required.
  9. Follows established departmental policies, procedures, and objectives, continuous quality improvement objectives, and safety, environmental, and/or infection control standards.
  10. Performs miscellaneous job-related duties as assigned.

Minimum Job Requirements

  • High school diploma or GED; at least 1 year of experience directly related to the duties and responsibilities specified.
  • Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.

Knowledge, Skills and Abilities Required

  • Ability to maintain quality, safety, and/or infection control standards.
  • Knowledge of planning and scheduling techniques.
  • Knowledge of supplies, equipment, and/or services ordering and inventory control.
  • Records maintenance skills.
  • Skill in the use of personal computers and related software applications.
  • Knowledge of patient registration procedures and documentation.
  • Knowledge of related accreditation and certification requirements.
  • Ability to analyze and solve problems.
  • Ability to perform basic patient assessments and referrals.
  • Skill in preparing and maintaining patient records.
  • Knowledge of patient care charts and patient histories.
  • Ability to interact and communicate with people over the telephone, often in stressful situations.
  • Knowledge of medical insurance claims procedures and documentation.
  • Knowledge of medical billing procedures.
  • Knowledge of the precertification requirements, procedures and documentation of third party medical insurance payors.
  • Knowledge of the nature and provisions of alternative health insurance plans.
  • Receptionist skills.

Working Conditions and Physical Effort

  • No or very limited physical effort required.
  • No or very limited exposure to physical risk.
  • Work is normally performed in a typical interior/office work environment.

The University of New Mexico provides all training required by OSHA to ensure employee safety.

Revised Date: 03/20/2017