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UC Davis Health

Patient Services Representative 3

UC Davis Health, Sacramento, California, United States, 95828

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Patient Services Representative 3

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UCD Heart Center This incumbent is responsible for sustaining an environment of intrinsic goodwill for the practice while providing optimum services to patients and visitors. This position will float to all Hospital Operations business units to perform a variety of medical office duties, including obtaining insurance authorizations and referrals, triaging phone calls, scheduling patient appointments/procedures, patient check‑in/discharge support, patient‑related hospitality, for the assigned department/clinical team within the Hospital Operations, including various shifts and length of assignments. This position may also perform duties consistent with that of MOSC 2, per operational needs.

Job Summary This incumbent is responsible for sustaining an environment of intrinsic goodwill for the practice while providing optimum services to patients and visitors. This position will float to all Hospital Operations business units to perform a variety of medical office duties, including obtaining insurance authorizations and referrals, triaging phone calls, scheduling patient appointments/procedures, patient check‑in/discharge support, patient‑related hospitality, for the assigned department/clinical team within the Hospital Operations, including various shifts and length of assignments. This position may also perform duties consistent with that of MOSC 2, per operational needs.

Percentages of time allocated to functions in this position description are a guideline only. Individual assignments and time actually worked in each functional area may vary based on the department’s operational needs.

Apply By Date 11/14/2025 by 11:59pm

Transfer/Promotional Opportunity This posting is a Transfer/Promotional opportunity for UCD/UCDHS Employees (internal candidates). Applications from current UCD/UCDHS employees will be considered first. Applications from the public/external candidates may be considered if an internal candidate is not selected as the most qualified applicant.

Minimum Qualifications

High School / GED equivalent or related work experience

Experience with practices and protocols related to medical office and/or health care scheduling or insurance procedures, (i.e. medical terminology, appointments, medical records, insurance verification, cashiering, billing, etc.)

Ability to accomplish a variety of concurrent assignments in an effective and efficient manner, demonstrating ability to organize, prioritize and complete assignments in a designated time frame. Ability to adjust to changing workload or assignments and pressures of increased workload or deadlines.

Problem solving skills to independently define a problem identify the resources available to help solve the problem, create viable solutions and take the necessary action to implement problem resolution and ensure prompt and satisfactory resolution.

Decision making skills to independently exercise delegated authority to take action and to appropriately seek assistance from others when limits of delegated authority have been reached.

Interpersonal skills to establish and maintain effective working relationships with all co-workers; to consistently interact with patients and other members of the public with patience, courtesy and professionalism, both in person and on the telephone; and to effectively respond to individuals who may be angry or upset.

Ability to efficiently use computer system applications for all functions required for this position, including electronic mail, spreadsheets, word processing, and medical office management, (i.e. scheduling, template maintenance, maintenance of demographic and insurance information). Typing skills sufficient to use computer keyboard for timely and accurate input and production.

Writing skills, using proper English grammar, spelling and punctuation, sufficient to compose messages and/or routine correspondence, which is clear, concise and easy to understand.

Bookkeeping skills sufficient to maintain accurate records of patient financial transaction, prepare related financial reports, balance cash box, and prepare deposits.

Organizing skills to establish priorities for own work within stated guidelines; respond flexibly to changes in priorities; and maintain work effectiveness in a setting with a high volume of patient activity and frequent interruptions.

Filing skills to maintain logs and files of information in alphabetical, chronological and/or numerical order, such that it is current and easily retrievable. Knowledge of all pertinent laws, regulations, and guidelines governing medical records; confidentiality, privacy, and provision to others, including HIPAA.

In depth knowledge of health care insurance systems, which may include Medi-Cal, MediCare, HMO, PPO, fee-for-service, county funded coverage, and worker’s compensation, sufficient to properly obtain and track authorizations, appoint patients, make referrals for consults, diagnostics and ancillary services, coordinate hospital services, complete and submit billing documentation, and explain provisions and requirements to patients.

Knowledge of ICD-10, CPT and HCPCS coding guidelines sufficient to accurately identify services performed, including diagnoses, procedures, and supplies.

Knowledge and experience of practices and protocols related to medical office procedures, (i.e. medical terminology, appointments, medical records, insurance verification, cashiering, billing, etc.)

Preferred Qualifications

Bachelor’s degree

Three (3) years of customer service experience and/or call center experience

Recent experience with EMR, such as EPIC, including In Basket and Work Queues.

Recent experience in outpatient medical office.

Experience working in a front office for a clinic, physician or health insurance company processing referrals or authorizations for patient services. Examples could include scheduling, ordering patient records to support diagnosis or medical necessity.

Previous experience in the specialty of the hiring outpatient clinic.

Prior experience working within Cardiovascular Services MOSC 3 or equivalent

Comprehension of University requisition systems, including those needed for ordering supplies and medical records.

Demonstrated knowledge of Health System and UCD policies and procedures, or ability to learn.

Key Responsibilities

50% - Coordination of Medical Office Services

50% - Additional Job Functions

Department Overview The Cardiology Department is located on the Sacramento Campus and is responsible for providing comprehensive cardiology services to adult patients within the community.

Department Specific Job Scope Responsible for clerical and customer service duties as assigned by clinic leadership and as outlined within this job description.

POSITION INFORMATION

Salary or Pay Range: $29.46 - $36.63

Salary Frequency: Hourly

Salary Grade: 266

UC Job Title: MED OFC SVC CRD 3

UC Job Code: 009214

Number of Positions:

Appointment Type: Staff: Career

Percentage of Time: 1

Shift (Work Schedule): 0700-1530 M-F

Location: North Addition Office Building (HSP002)

Union Representation: EX-Patient Care Technical

Benefits Eligible: Yes

This position is 100% on-site

Benefits Outstanding benefits and perks are among the many rewards of working for the University of California. UC Davis offers a full range of benefits, resources and programs to help you bring your best self to work, as well as to help you and your family achieve your health, wellness, financial and career goals. Learn more about the benefits below and eligibility rules by visiting either our handy Benefits Summary for UC Davis Health Employees or Benefits Summary for UC Davis Employees and our Benefits Page.

If you are represented by a union, benefits are negotiated between the University of California (UC) and your union and finalized in a contract. Read your bargaining unit’s employment contract, stay abreast of current negotiations and learn about collective bargaining at UC: https://ucnet.universityofcalifornia.edu/labor/bargaining-units/index.html

High quality and low-cost medical plans to choose from to fit your family’s needs

UC pays for Dental and Vision insurance premiums for you and your family

Extensive leave benefits including Pregnancy and Parental Leave, Family & Medical Leave

Paid Holidays annually as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement

Paid Time Off/Vacation/Sick Time as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement

Continuing Education (CE) allowance and Education Reimbursement Program as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement

Access to free professional development courses and learning opportunities for personal and professional growth

WorkLife and Wellness programs and resources

On-site Employee Assistance Program including access to free mental health services

Supplemental insurance offered including additional life, short/long term disability, pet insurance and legal coverage

Public Service Loan Forgiveness (PSFL) Qualified Employer & Student Loan Repayment Assistance Program for qualified roles

Retirement benefit options for eligible roles including Pension and other Retirement Saving Plans. More information on our retirement benefits can be found here

UC Davis cares about building a community, which is why we provide resources to enhance diversity, equity and inclusion as well as Employee Resource Groups (ERGs) to support our staff

Physical Demands

Standing - Occasional Up to 3 Hours

Walking - Occasional Up to 3 Hours

Sitting - Frequent 3 to 6 Hours

Lifting/Carrying 0-25 Lbs - Occasional Up to 3 Hours

Pushing/Pulling 0-25 Lbs - Occasional Up to 3 Hours

Bending/Stooping - Occasional Up to 3 Hours

Squatting/Kneeling - Occasional Up to 3 Hours

Twisting - Occasional Up to 3 Hours

Reaching overhead - Occasional Up to 3 Hours

Keyboard use/repetitive motion - Frequent 3 to 6 Hours

Mental Demands

Sustained attention and concentration - Frequent 3 to 6 Hours

Complex problem solving/reasoning - Occasional Up to 3 Hours

Ability to organize & prioritize - Frequent 3 to 6 Hours

Communication skills - Frequent 3 to 6 Hours

Numerical skills - Occasional Up to 3 Hours

Constant Interaction - Frequent 3 to 6 Hours

Customer/Patient Contact - Frequent 3 to 6 Hours

Multiple Concurrent Tasks - Frequent 3 to 6 Hours

Work Environment UC Davis is a smoke and tobacco free campus effective January 1, 2014. Smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes) will be strictly prohibited on any UC Davis owned or leased property, indoors and outdoors, including parking lots and residential space.

Must be willing to work overtime, variable days (including weekends), hours, and locations as required to meet business needs of the practice.

Special Requirements – Please contact your recruiter with questions regarding which activities apply by position

This is a critical position, as defined by UC Policy and local procedures, and as such, employment is contingent upon clearing a criminal background check(s) and may include drug screening, medical evaluation clearance and functional capacity assessment

The duties or functions of this position include the handling of cash (or cash equivalents)

This position is designated as a mandated reporter under CANRA and UC policy, and employment is contingent on compliance with applicable policies, procedures and training requirements

Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

Diversity, Equity, Inclusion and Belonging At UC Davis, we’re solving life’s most urgent challenges to bring a fuller, healthier, and more resilient world within reach. We grow from every challenge we take on and we don’t just maintain - we improve. We recognize that creating an inclusive and intellectually vibrant organization means understanding and valuing both our individual differences and our common ground. The most comprehensive solutions come from the most diverse minds and you belong here. As you consider joining UC Davis, please explore our Principles of Community, our Clinical Strategic Plan and strategic vision for research and education, and our latest efforts to outgrow the expected. The University of California, Davis is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status.

For the University of California’s Affiantive Action Policy, please visit: https://policy.ucop.edu/doc/4010393/PPSM-20

For the University of California’s Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination

Because we want you to be seen, our recruiting process at UC Davis fosters authenticity, diversity, and inclusion. Studies have shown that some people may not apply to jobs unless they meet every single qualification. Each unique role at UC Davis has a set of requirements and you could be perfect for this role, or you could be perfect for the next role! Don’t meet all the requirements? We still encourage you to apply! #YouBelongHere

To learn more about our background check program, please visit: https://hr.ucdavis.edu/departments/recruitment/ucd/selection/background-checks

Seniority level

Entry level

Employment type

Full-time

Job function

Health Care Provider

Hospitals and Health Care

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