Occupation

Patient Representatives

Human Advantage 83%

Strongly human-essential role

AI Automation Risk Moderate Risk
3.6 / 10

Some tasks in this role may be augmented by AI, but human oversight and interpersonal skills remain important.

Assist patients in obtaining services, understanding policies and making health care decisions.

Also Known As: Access Representative, Admissions Coordinator, Admitting Clerk, Admitting Representative, Care Navigator, Case Manager, Clinical Liaison, Healthcare Registrar +28 more

Video

Core Tasks

  1. Coordinate communication between patients, family members, medical staff, administrative staff, or regulatory agencies.
  2. Interview patients or their representatives to identify problems relating to care.
  3. Refer patients to appropriate health care services or resources.
  4. Maintain knowledge of community services and resources available to patients.
  5. Explain policies, procedures, or services to patients using medical or administrative knowledge.
  6. Investigate and direct patient inquiries or complaints to appropriate medical staff members and follow up to ensure satisfactory resolution.
  7. Read current literature, talk with colleagues, continue education, or participate in professional organizations or conferences to keep abreast of developments in the field.
  8. Develop and distribute newsletters, brochures, or other printed materials to share information with patients or medical staff.

Supplemental Tasks (5)

  1. Provide consultation or training to volunteers or staff on topics, such as guest relations, patients' rights, or medical issues.
  2. Analyze patients' abilities to pay to determine charges on a sliding scale.
  3. Identify and share research, recommendations, or other information regarding legal liabilities, risk management, or quality of care.
  4. Collect and report data on topics, such as patient encounters or inter-institutional problems, making recommendations for change when appropriate.
  5. Teach patients to use home health care equipment.

Education & Training

Job Zone 3 Job Zone Three: Medium Preparation Needed
Education: Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
Experience: Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.
On-the-Job Training: Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.

Education Level Distribution

Percentage of workers in this occupation with each education level.

High School Diploma - or the equivalent (for example, GED)
27%
Master's Degree
23%
Bachelor's Degree
15%
Post-Secondary Certificate - awarded for training completed after high school (for example, in agriculture or natural resources, computer services, personal or culinary services, engineering technologies, healthcare, construction trades, mechanic and repair technologies, or precision production)
12%
Some College Courses
12%
Associate's Degree (or other 2-year degree)
11%

Technology & Tools

Hot Technologies

  • Epic Systems
  • Google Docs
  • Henry Schein Dentrix
  • MEDITECH software
  • Microsoft Access
  • Microsoft Dynamics
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Windows
  • Microsoft Word
  • eClinicalWorks EHR software

Software (40)

  • Admissions, discharge, and transfer ADT software
  • CareOne CareEnsure
  • Complaint management software
  • Corel WordPerfect Office Suite
  • Customer Expressions i-Sight
  • Data entry software
  • Database software
  • Electronic medical record EMR software
  • Epic EpicCare Inpatient Clinical System
  • Epic Systems software
  • FaceTime
  • Healthcare common procedure coding system HCPCS
  • IBM Notes
  • Manhattan Cross Cultural Group Quality Interactions
  • Medical condition coding software
  • Medical procedure coding software
  • Microsoft Exchange
  • Patient satisfaction assessment software
  • Pemimic Patient Relations Suite
  • Peminic Patient Safety & Quality Suite
  • PracticeWorks Systems Kodak WINOMS CS
  • Prognosis Solutions ResolvPRM
  • Scheduling software
  • Spreadsheet software
  • Web browser software
  • Word processing software
  • rL Solutions Feedback MonitorPro

Tools & Equipment (9)

  • Computer data input scanners
  • Computer laser printers
  • Desktop computers
  • Laptop computers
  • Laser facsimile machines
  • Laser printers
  • Multi-line telephone systems
  • Personal computers
  • Photocopying equipment

Where This Career Leads

Career progression organized by specialty track and experience level.

Physical Health Advanced Manufacturing

Zone 2
Pharmacy Aides 79% match
Zone 3
Patient Representatives You are here

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