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Sutter Health

Patient Services Representative II

Sutter Health

. Serve as the first point of contact for patients entering the outpatient medical facility .

Posted 10/13/2026full-timeSan Francisco • California • United StatesJunior💰 $32 - $45 per hourWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in patient intake processes, including verifying information, scheduling appointments, and maintaining electronic health records (EHR). Exhibits strong communication, time management, and organizational skills while ensuring compliance with healthcare regulations and protecting patient privacy.

Highest-signal resume keywords
Patient Intake ProceduresElectronic Health Records (EHR)Insurance Policies and ProceduresWritten and Verbal Communication SkillsTime Management and Organizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Patient Check-InMedical History CollectionAppointment SchedulingInsurance Information VerificationPayment CollectionData InterpretationProblem ResolutionProtected Health Information (PHI) Compliance
Soft Skills
Clear CommunicationTeam CollaborationOrganizational SkillsPrioritization
Tools & Technologies
Microsoft Office SuiteWordExcelOutlook
Industry Keywords
Healthcare CompliancePatient BillingClerical TasksDepartmental StandardsRegulatory Requirements

About the role

Key responsibilities & impact
  • Serve as the first point of contact for patients entering the outpatient medical facility
  • Greet and check in patients
  • Verify patient information and obtain necessary authorizations
  • Obtain medical history and insurance information and complete forms
  • Schedule appointments and update electronic health records (EHR)
  • Facilitate healthcare and insurance intake procedures
  • Collect payments for services
  • Communicate clearly and professionally with patients, families, healthcare providers, supervisors, and staff
  • Complete routine and priority tasks within departmental time frames
  • Answer phones and perform general clerical tasks
  • Prepare, collect, update, and maintain patient medical and insurance documentation
  • Maintain a clean, organized, and safe working environment
  • Protect patient Protected Health Information (PHI) from inappropriate disclosure
  • Perform responsibilities according to department standards, policies, procedures, and regulatory requirements
  • Perform specific departmental tasks and orient other staff as needed

Requirements

What you’ll need
  • High school diploma or equivalent education/experience
  • Equivalent experience accepted in lieu of the required degree or diploma
  • 1 year of recent relevant experience
  • Basic knowledge of insurance policies and procedures, as well as patient billing
  • Ability to interpret written, oral, diagram, or schedule-based data and instructions
  • Written and verbal communication skills
  • Time management and organizational skills, including prioritization and meeting deadlines
  • General knowledge of Microsoft Office Suite, including Word, Excel, and Outlook
  • Ability to work independently and as part of a team while handling multiple tasks and interruptions
  • Ability to identify, evaluate, and resolve standard problems using established options
  • Ability to ensure patient Protected Health Information (PHI) privacy
  • Ability to build collaborative relationships with peers and staff members
  • Compliance with local, state, and federal regulations, policies, and procedures

Benefits

Comp & perks
  • Comprehensive benefits package for eligible positions
  • Full-time schedule, Monday–Friday, day shift
  • 40 weekly hours
  • Regular employee status