How to hire a senior patient service representative

How to hire a senior patient service representative, step by step

Here's a step-by-step senior patient service representative hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a senior patient service representative job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new senior patient service representative
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you start hiring a senior patient service representative, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A senior patient service representative's background is also an important factor in determining whether they'll be a good fit for the position. For example, senior patient service representatives from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   The following list breaks down different types of senior patient service representatives and their corresponding salaries.

   Type of Senior Patient Service Representative	Description	Hourly rate
   Senior Patient Service Representative	Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.	$10-27
   Patient Account Manager	A patient account manager is responsible for supervising patient accounts, processing claims and payments, and resolving insurance discrepancies. Patient account managers coordinate with insurance companies to verify claims records and update patients' information in the database... Show more	$20-56
   Patient Liaison	Patient Liaisons are intermediaries addressing concerns on behalf of patients and families working in tandem with the hospital administrator. They are responsible for gathering data regarding patient care issues and inquiries, assessing patient well-being, suggesting improvements, and interpreting hospital service, policies, and procedures to patients and families... Show more	$11-20

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Patients
   • Patient Service
   • Patient Care
   • Patient Appointments
   • Insurance Eligibility
   • Insurance Verification
   • Patient Accounts
   • Phone Calls
   • Patient Demographics
   • EMR
   • Surgery
   • CPT
   • Front Desk
   • Patient Registration

   Check all skills

   Responsibilities:

   • Prioritize and manage multiple tasks; working knowledge of hospital billing systems/ follow-up process and CPT and ICD-9 coding.
   • Manage PSR staff and perform all PSR functions including registration, check-out, medical records, order entry and procedure scheduling.
   • Pursue reimbursement on accounts with general understanding of CPT, HCPCS, ICD-9, drugs, and revenue codes.
   • Collect from insurance companies for Medicaid.
   • Speak with insurance companies and facilitates communication between patients and doctors.
   • Interact extensively with patients and insurance representatives to explain and educate patient on billing procedure.

3. Make a budget

   Including a salary range in your senior patient service representative job description is a great way to entice the best and brightest candidates. A senior patient service representative salary can vary based on several factors:

   • Location. For example, senior patient service representatives' average salary in arkansas is 41% less than in new york.
   • Seniority. Entry-level senior patient service representatives earn 62% less than senior-level senior patient service representatives.
   • Certifications. A senior patient service representative with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a senior patient service representative's salary.

   Average senior patient service representative salary

   $35,969yearly

   $17.29 hourly rate

   ---

   Entry-level senior patient service representative salary

   $22,000 yearly salary

   Updated December 14, 2025

4. Writing a senior patient service representative job description

   A senior patient service representative job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. To help get you started, here's an example of a senior patient service representative job description:

   Senior patient service representative job description example

   Job Details:
   
   Job Summary:
   
   The Senior Patient Service Representative is responsible for greeting patients and working with them in person, on the phone, or through electronic correspondence to meet their needs regarding scheduling, updating pertinent information, checking in and out, and acting as a liaison in reporting any patient suggestions to management. The Senior Patient Service Representative also acts as a liaison between the patient service representatives and management.
   
   Responsibilities:
   
   * Greets arriving patients, verifies appointment information, and notifies nursing staff in accordance with policies and procedure.
   * Registers new patients and assists them in completion of necessary forms.
   * Verifies and updates current patient information (demographic, financial, clinical) in the EMR system
   * Scans completed forms, identification, and insurance cards into patient documents folder.
   * Schedules future appointments based on procedure type, time requirements, and provider schedules.
   * Receives, screens, and routes calls to the appropriate destination if necessary. Utilize triage system for all patient related calls, in accordance with triage procedures.
   * Performs the functions of a Surgical Scheduler as needed and requested by management.
   * Initiates, issues, and verifies patient referrals. Initiates and receives insurance authorization/pre-certifications as necessary.
   * Accepts payments, issues receipts, and reconciles cash drawer daily.
   * Monitor the patient flow from lobby to the exam room, making sure patients are seen in a timely manner. Communicate with patients if there are any delays in patient care
   * Provides translation for non-English speaking patients, their families, and staff if bilingual.
   * Create correspondence to patients who failed to keep appointments in accordance with policy and provider request.
   * Accept deliveries of medical/office supplies and mail.
   * Perform general office duties, such as document preparation, scanning, mailing, and filing.
   * Manage, train, and educate patient service representatives to continually improve performance and skill level.
   * Maintains a professional appearance and a clean, safe environment.
   * Respects patients by recognizing their rights; maintaining confidentiality.
   * Utilizes technology, including specialized software as applicable, to maximize productivity.
   * Develops and maintains electronic files as necessary.
   * Exhibits excellent interpersonal skills; provides customer service; assists other support staff as necessary; collaborates with all levels of internal leadership, management, and staff as well as outside clients, vendors, and other external parties.
   * Other duties as assigned.
   
   Qualifications/Requirements:
   
   Experience:
   
   Minimum of two (2) years of customer service and/or medical office experience required.
   
   Education:
   
   High school diploma or equivalent required. Associates degree from an accredited institution preferred.
   
   Licenses / Certifications:
   
   Other:
   
   Bilingual (English/Spanish) candidates preferred, but not required. Proficiency in Microsoft Office (Outlook, Word, Excel, and Power Point).
   
   About Us:
   
   NorthEast Provider Solutions Inc.

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right senior patient service representative for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your senior patient service representative job on Zippia to find and recruit senior patient service representative candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit senior patient service representatives, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new senior patient service representative

   Once you have selected a candidate for the senior patient service representative position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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