Patient Services Representative 3 Lead

The incumbent is responsible for sustaining an environment of intrinsic good will for the practice while providing optimum services to patients.
The position will perform lead responsibilities and serve as a resource and support to front office functions and workflows of the department/clinical team to which assigned.

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 8/31/2026 by 11:59pm

Minimum Qualifications - For full consideration, applicants are encouraged to upload license and/or certification if required of the position

• 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.)
• Demonstrated leadership skills that reflect the ability to serve as the coordinator of a specified unit of workers.
• Must be able to represent assigned unit serving as subject matter expert and resource person for the staff.
• 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.
• Knowledge of practices and protocols related to medical office procedures, (i.e. medical terminology, appointments, medical records, insurance verification, cashiering, billing, etc.)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.
• 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 sufficient to identify services performed; including diagnoses, procedures, and supplies.

Preferred Qualifications

• Associate degree or related work experience
• At least three (3) years of customer service and/or call center experience
• At least one (1) year of recent UC Davis Referral Processing
• At least one (1) year of recent experience with EPIC, including In Basket and Work Queues.
• At least one (1) year of recent experience in billing, authorizations, referrals, medical terminology, comprehensive insurance plans, products and eligibility.
• Demonstrated knowledge of Health System and UCD policies and procedures, or ability to learn.
• Comprehension of University requisition systems, including those needed for ordering supplies and medical records.

Key Responsibilities

• 50% - Lead Responsibilities
• 25% - Computer System Operations
• 25% - Additional Job Functions

Department Overview

The UC Davis Comprehensive Cancer Center's oncology program provides diagnosis and management of all forms of pediatric/adult cancer and pediatric/adult blood disorders. Patients have access to an extensive range of clinical trials of new therapies and management of long-term treatment effects.

Department Specific Job Scope

The PSR Infusion Lead position is primarily assigned to the Adult Infusion Department and is responsible for supporting daily operations, patient flow, and front-end coordination within the infusion center. In addition to serving as the lead for adult infusion services, this role requires flexibility to float between departments as operational needs arise.

POSITION INFORMATION

• Salary or Pay Range: $32.50 - $40.41
• Salary Frequency: Hourly
• Salary Grade: 126
• UC Job Title: MED OFC SVC CRD LD 3
• UC Job Code: 008882
• Number of Positions: 1
• Appointment Type: Staff: Career
• Percentage of Time: 100%
• Shift (Work Schedule): Day shift, variable days Monday - Sunday
• Location: Cancer Center (HSP093)
• 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 by visiting or or .

• High quality and low-cost to choose from to fit your family's needs
• UC pays for and coverage for you and your family
• for eligible employees including Pension and other Retirement Saving Plans
• Supplemental insurance offered including , , , , accident, critical illness and hospital indemnity
• , , and for eligible employees
• and Family Care discounts and resources
• to support thriving in all aspects of employee's lives
• On-site including access to free mental health services
• Generous amount of paid Holidays annually as outlined in the UC Policies or Collective Bargaining Agreements
• Paid Time Off/Vacation/Sick Time as outlined in the UC Policies or Collective Bargaining Agreements
• Continuing Education (CE) allowance and Staff Education Reimbursement Program for eligible employees
• Access to free professional development courses and learning opportunities for personal and professional growth
• and for eligible employees

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
• Rea