Patient Services Associate II - Villanova Center - Jefferson Health
Jefferson Health, Villanova, PA, United States
Job Details
The Patient Services Associate (PSA) II enhances the patient/customer experience by courteously and professionally processing arrival and departure activities associated with visits to the practice/department. Obtains pre certifications and/or pre authorizations for procedures, verifies insurance, referrals and patient demographic information. The PSA II supports delivery of the Jefferson Experience by placing emphasis on the prompt and courteous treatment of all patients and visitors to maintain an efficient flow of patients to examination rooms.
Job Duties
Interacts with co-workers, visitors, and other staff consistent with the values of Jefferson. (Do not delete, move, or overwrite this statement.)
Processes check-in and/or check-out, point-of-service activities, and scheduling of patient appointments via EPIC.
Obtains pre-certifications and/or pre-authorizations for procedures.
Maintains efficient workflow of the practice and escalates patient and/or provider concerns as appropriate.
Greets and interacts with patients and visitors in a professional manner, both in person and over the phone.
Adheres to HIPAA privacy and security requirements and ensures compliance with all applicable federal, state, and local regulations.
Performs other duties as assigned.
Position Summary
The Patient Services Associate II plays a central role in supporting the delivery of Integrative Medicine clinical programs by ensuring a seamless and exceptional patient experience. Programs include hormone replacement therapy, integrative cancer recovery, executive health, integrative weight management, and other specialized services.
This position combines administrative support, workflow coordination, patient education logistics, and e-commerce management. The Patient Services Associate II ensures smooth daily operations, enhances program efficiency, and supports the delivery of personalized, coordinated care.
Essential Functions
Program & Patient Workflow Coordination
Oversee daily operational flow for all department programs, ensuring timely scheduling, follow-ups, and support of patient care plans.
Manage non-clinical patient inquiries via phone, email, and online platforms.
Coordinate patient appointments, testing, procedures, and integrative services, including imaging (MRI/PET), research studies, and clinical programs.
Monitor provider schedules and patient timelines; partner with the Operations Manager to optimize provider utilization and program delivery.
Administrative & Retail/E-commerce Operations
Support fee-for-service and specialty billing processes, including pre-authorizations and insurance verification.
Maintain proficiency in EPIC (EMR), including scheduling, messaging, and documentation workflows.
Manage inventory, sales, and reporting for retail products, including supplements tied to patient care plans.
Oversee e-commerce platforms (e.g., Shopify), ensuring accurate order tracking, timely fulfillment, and inventory control.
Collaboration & Communication
Maintain consistent communication with the Center City office to support a seamless patient experience and accurate inventory management.
Collaborate with administrative and clinical teams to ensure efficient workflows and a professional environment.
Identify opportunities to improve operational efficiency, enhance patient experience, and support program growth.
Interact with co-workers, visitors, and staff consistent with the core values of Jefferson Health.
Minimum Qualifications
High school diploma or equivalent required.
Strong interpersonal and communication skills with the ability to interact courteously with patients and visitors.
Commitment to delivering a positive patient experience.
Ability to process and interpret data accurately.
Strong multitasking skills with the ability to manage time-sensitive workloads.
Work Shift
Workday Day (United States of America)
Worker Sub Type
Regular
Employee Entity
Thomas Jefferson University Hospitals, Inc.
Primary Location Address
789 East Lancaster Avenue, Villanova, Pennsylvania, United States of America
Equal Employment Opportunity Statement
Jefferson is committed to providing equal educational and employment opportunities for all persons without regard to age, race, color, religion, creed, sexual orientation, gender, gender identity, marital status, pregnancy, national origin, ancestry, citizenship, military status, veteran status, handicap or disability or any other protected group or status.
Benefits
Jefferson offers a comprehensive package of benefits for full-time and part-time colleagues, including medical (including prescription), supplemental insurance, dental, vision, life and AD&D insurance, short- and long-term disability, flexible spending accounts, retirement plans, tuition assistance, as well as voluntary benefits, which provide colleagues with access to group rates on insurance and discounts. Colleagues have access to tuition discounts at Thomas Jefferson University after one year of full time service or two years of part time service. All colleagues, including those who work less than part-time (including per diem colleagues, adjunct faculty, and Jeff Temps), have access to medical (including prescription) insurance.
For more benefits information.
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The Patient Services Associate (PSA) II enhances the patient/customer experience by courteously and professionally processing arrival and departure activities associated with visits to the practice/department. Obtains pre certifications and/or pre authorizations for procedures, verifies insurance, referrals and patient demographic information. The PSA II supports delivery of the Jefferson Experience by placing emphasis on the prompt and courteous treatment of all patients and visitors to maintain an efficient flow of patients to examination rooms.
Job Duties
Interacts with co-workers, visitors, and other staff consistent with the values of Jefferson. (Do not delete, move, or overwrite this statement.)
Processes check-in and/or check-out, point-of-service activities, and scheduling of patient appointments via EPIC.
Obtains pre-certifications and/or pre-authorizations for procedures.
Maintains efficient workflow of the practice and escalates patient and/or provider concerns as appropriate.
Greets and interacts with patients and visitors in a professional manner, both in person and over the phone.
Adheres to HIPAA privacy and security requirements and ensures compliance with all applicable federal, state, and local regulations.
Performs other duties as assigned.
Position Summary
The Patient Services Associate II plays a central role in supporting the delivery of Integrative Medicine clinical programs by ensuring a seamless and exceptional patient experience. Programs include hormone replacement therapy, integrative cancer recovery, executive health, integrative weight management, and other specialized services.
This position combines administrative support, workflow coordination, patient education logistics, and e-commerce management. The Patient Services Associate II ensures smooth daily operations, enhances program efficiency, and supports the delivery of personalized, coordinated care.
Essential Functions
Program & Patient Workflow Coordination
Oversee daily operational flow for all department programs, ensuring timely scheduling, follow-ups, and support of patient care plans.
Manage non-clinical patient inquiries via phone, email, and online platforms.
Coordinate patient appointments, testing, procedures, and integrative services, including imaging (MRI/PET), research studies, and clinical programs.
Monitor provider schedules and patient timelines; partner with the Operations Manager to optimize provider utilization and program delivery.
Administrative & Retail/E-commerce Operations
Support fee-for-service and specialty billing processes, including pre-authorizations and insurance verification.
Maintain proficiency in EPIC (EMR), including scheduling, messaging, and documentation workflows.
Manage inventory, sales, and reporting for retail products, including supplements tied to patient care plans.
Oversee e-commerce platforms (e.g., Shopify), ensuring accurate order tracking, timely fulfillment, and inventory control.
Collaboration & Communication
Maintain consistent communication with the Center City office to support a seamless patient experience and accurate inventory management.
Collaborate with administrative and clinical teams to ensure efficient workflows and a professional environment.
Identify opportunities to improve operational efficiency, enhance patient experience, and support program growth.
Interact with co-workers, visitors, and staff consistent with the core values of Jefferson Health.
Minimum Qualifications
High school diploma or equivalent required.
Strong interpersonal and communication skills with the ability to interact courteously with patients and visitors.
Commitment to delivering a positive patient experience.
Ability to process and interpret data accurately.
Strong multitasking skills with the ability to manage time-sensitive workloads.
Work Shift
Workday Day (United States of America)
Worker Sub Type
Regular
Employee Entity
Thomas Jefferson University Hospitals, Inc.
Primary Location Address
789 East Lancaster Avenue, Villanova, Pennsylvania, United States of America
Equal Employment Opportunity Statement
Jefferson is committed to providing equal educational and employment opportunities for all persons without regard to age, race, color, religion, creed, sexual orientation, gender, gender identity, marital status, pregnancy, national origin, ancestry, citizenship, military status, veteran status, handicap or disability or any other protected group or status.
Benefits
Jefferson offers a comprehensive package of benefits for full-time and part-time colleagues, including medical (including prescription), supplemental insurance, dental, vision, life and AD&D insurance, short- and long-term disability, flexible spending accounts, retirement plans, tuition assistance, as well as voluntary benefits, which provide colleagues with access to group rates on insurance and discounts. Colleagues have access to tuition discounts at Thomas Jefferson University after one year of full time service or two years of part time service. All colleagues, including those who work less than part-time (including per diem colleagues, adjunct faculty, and Jeff Temps), have access to medical (including prescription) insurance.
For more benefits information.
#J-18808-Ljbffr