Patient Services Technician Job Description [Updated for 2024]

patient services technician job description

In the ever-evolving world of healthcare, the significance of Patient Services Technicians continues to grow.

As healthcare practices progress and develop, the demand for proficient individuals who can effectively manage patient services and contribute to an efficient healthcare system escalates.

But what is truly expected from a Patient Services Technician?

Whether you are:

  • A job seeker trying to comprehend the core responsibilities of this role,
  • A hiring manager delineating the perfect candidate,
  • Or simply curious about the complexities of patient services,

You’ve come to the right place.

Today, we introduce a customizable Patient Services Technician job description template, designed for effortless posting on job boards or career sites.

Let’s dive right in.

Patient Services Technician Duties and Responsibilities

Patient Services Technicians play a vital role in healthcare facilities, providing direct care to patients and assisting with administrative tasks.

They are often the first point of contact for patients and have responsibilities that range from medical to clerical.

A Patient Services Technician’s duties and responsibilities include:

  • Greeting and registering patients upon their arrival
  • Collecting patient information, including medical history and insurance details
  • Assisting patients with the completion of paperwork and forms
  • Conducting basic diagnostic procedures, such as blood pressure and temperature checks
  • Assisting medical staff with various procedures and tests
  • Collecting and properly labeling specimens for laboratory testing
  • Maintaining patient confidentiality and adhering to HIPAA guidelines
  • Recording and updating patient information in the medical records system
  • Coordinating patient appointments and scheduling follow-up visits
  • Answering patient inquiries and providing general patient education
  • Maintaining cleanliness and safety of examination rooms and waiting areas
  • Processing patient payments and billing insurance providers


Patient Services Technician Job Description Template

Job Brief

We are seeking a dedicated and compassionate Patient Services Technician to assist in the provision of patient care.

Patient Services Technician responsibilities include patient intake, scheduling appointments, collecting patient information, and providing direct patient care under the supervision of a nurse or physician.

Our ideal candidates are well-organized, have excellent communication skills, and are committed to providing exceptional care to patients.

Ultimately, the role of the Patient Services Technician is to ensure that our healthcare services are delivered in the most efficient and compassionate manner.



  • Assist in patient intake procedures
  • Schedule patient appointments
  • Collect patient information and medical history
  • Assist nurses and physicians with direct patient care
  • Perform basic patient care activities such as taking vitals and patient monitoring
  • Help patients with routine activities, such as eating and personal hygiene
  • Maintain a clean and safe patient environment
  • Adhere to all healthcare regulations and safety standards
  • Communicate effectively with patients, families, and team members



  • Proven experience as a Patient Services Technician or similar role in healthcare
  • Knowledge of basic patient care procedures
  • Excellent communication and interpersonal skills
  • Compassionate and patient-centered approach
  • Certification as a Patient Care Technician (PCT), Certified Nursing Assistant (CNA), or similar certification
  • Ability to work in a fast-paced environment and handle stress
  • High school diploma or equivalent; additional training or qualifications in healthcare are a plus



  • 401(k)
  • Health insurance
  • Dental insurance
  • Retirement plan
  • Paid time off
  • Professional development opportunities


Additional Information

  • Job Title: Patient Services Technician
  • Work Environment: This role involves working in a healthcare facility setting. It requires direct patient contact and may require working in shifts.
  • Reporting Structure: Reports to the Nurse Manager or Department Supervisor.
  • Salary: Salary is based upon candidate experience and qualifications, as well as market and business considerations.
  • Pay Range: $28,500 minimum to $40,000 maximum
  • Location: [City, State] (specify the location or indicate if remote)
  • Employment Type: Full-time
  • Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
  • Application Instructions: Please submit your resume and a cover letter outlining your qualifications and experience to [email address or application portal].


What does a Patient Services Technician do?

Patient Services Technicians, also known as Patient Care Technicians, primarily work in hospitals, clinics, or other healthcare facilities where they provide assistance to patients under the supervision of nurses or doctors.

Their job involves a wide range of patient care tasks, such as helping patients with personal hygiene tasks like bathing and dressing, monitoring vital signs, collecting samples for lab testing, and administering basic care treatments.

They also assist in transporting patients to different areas of the healthcare facility, such as from their room to a treatment area or operating room.

In addition, Patient Services Technicians often play a key role in ensuring a comfortable and comforting environment for patients.

They may interact with patients’ family members, providing them with updates and answering any questions they might have.

These professionals also have administrative duties like maintaining patient records, updating charts, and coordinating with the medical team to ensure that patient care plans are properly implemented.

The goal of a Patient Services Technician is to provide compassionate, efficient care that enhances patient comfort and contributes to the overall patient experience.


Patient Services Technician Qualifications and Skills

A competent Patient Services Technician should possess the following skills and qualifications to effectively assist patients and manage healthcare services:

  • Strong knowledge of basic medical terminology and healthcare practices to comprehend and execute duties with accuracy.
  • Excellent communication skills to interact with patients, healthcare professionals and staff members, providing clear instructions, explanations, and assistance.
  • Highly developed interpersonal skills to build relationships with patients, provide emotional support, and work cooperatively with a diverse team.
  • Attention to detail for maintaining accurate patient records, administering medication, and performing tests without errors.
  • Problem-solving skills to identify, analyze, and quickly resolve patient concerns or issues.
  • Basic technical and computer skills to manage electronic health records, operate medical equipment, and utilize healthcare software.
  • Physical stamina to work long hours, often on feet, and handle stressful situations.
  • Customer service skills to ensure patient satisfaction, handle inquiries and complaints, and provide prompt assistance.


Patient Services Technician Experience Requirements

A Patient Services Technician generally needs to have a high school diploma or equivalent education, followed by a certification program in phlebotomy or a related field.

This often includes practical training in a clinical setting, providing a substantial amount of hands-on experience.

Many healthcare facilities prefer Patient Services Technicians to have at least 1 to 2 years of experience in a hospital or clinical setting, often gained through internships, part-time roles, or entry-level positions.

This role requires individuals to be proficient in patient care, medical terminology, and proper medical procedures.

Candidates with more than 3 years of experience often have a comprehensive understanding of phlebotomy, sample collection, and basic medical laboratory procedures, honing their skills in these areas through their work.

Those with over 5 years of experience in this field are likely to have supervisory or training experience and may be well-suited for managerial or team lead roles within the patient services department.

These individuals typically have extensive experience working with patients of all ages and have proven their ability to handle high-stress situations and multitask efficiently.


Patient Services Technician Education and Training Requirements

Patient Services Technicians, also known as Phlebotomists, typically require a high school diploma or equivalent as the minimum education requirement.

Most employers prefer candidates who have undergone formal training in a phlebotomy program, usually offered by community colleges, vocational schools or technical institutes.

These programs typically take less than a year to complete and lead to a certificate.

During the training program, students learn about anatomy and physiology, blood collection procedures, laboratory safety and first aid.

They also receive hands-on training in drawing blood, handling biohazardous materials, and maintaining patient records.

After completing the training program, most states require Patient Services Technicians to obtain certification from organizations such as the National Healthcareer Association (NHA), American Society for Clinical Pathology (ASCP), or National Phlebotomy Association (NPA).

Certification generally involves passing an exam and demonstrating competence in blood collection.

In addition to the technical skills, Patient Services Technicians should possess good interpersonal skills as they frequently interact with patients.

They may also need to have a basic understanding of computer systems to enter patient information into databases.

Continuing education is important in this role, as Patient Services Technicians need to keep up-to-date with the latest practices and regulations in the healthcare field.


Patient Services Technician Salary Expectations

A Patient Services Technician typically earns an average of $31,200 (USD) per year.

The actual salary can vary significantly based on factors such as the level of experience, education, certifications, and the location of the job.


Patient Services Technician Job Description FAQs

What skills does a Patient Services Technician need?

Patient Services Technicians should possess excellent interpersonal and communication skills to interact effectively with patients and healthcare professionals.

They need attention to detail in order to accurately record patient data and follow strict protocols.

Basic knowledge of medical terminology and the ability to handle medical equipment are also required.


Do Patient Services Technicians need a degree?

Patient Services Technicians usually need a high school diploma or equivalent.

However, further education or certification in a relevant field, such as a Certified Patient Care Technician (CPCT), can make a candidate more competitive.

Some employers also require experience in a healthcare setting.


What should you look for in a Patient Services Technician resume?

First and foremost, ensure that they have the necessary qualifications and certifications.

Experience in a healthcare setting is a big plus, as well as familiarity with medical terminology and basic medical procedures.

Look for skills such as patient care, communication, and ability to work under pressure.

Any additional skills, like CPR certification, can also be advantageous.


What qualities make a good Patient Services Technician?

A good Patient Services Technician should have a genuine interest in helping others and a calm demeanor to deal with potentially stressful situations.

They should have great communication skills, allowing them to effectively interact with patients and other medical staff.

Attention to detail and a commitment to patient confidentiality are also key qualities.


What are the daily duties of a Patient Services Technician?

A Patient Services Technician typically starts their day by reviewing patient schedules and preparing for the day’s appointments.

Throughout the day, they assist with patient admissions and discharges, record patient information, help with basic medical procedures, and ensure patient comfort.

They may also coordinate with other medical staff and help maintain a clean and safe environment.


Is it difficult to hire Patient Services Technicians?

Hiring Patient Services Technicians can be challenging due to the specific skills and qualifications required.

You should be ready to provide competitive salaries and good working conditions.

It is also important to emphasize growth opportunities and continuous learning, as these are often key considerations for job seekers in the healthcare field.



And so, we’ve laid bare the true essence of what it means to be a Patient Services Technician.


It’s not just about assisting patients.

It’s about shaping the future of healthcare, one patient interaction at a time.

With our handy Patient Services Technician job description template and real-world examples, you’re fully equipped to make your next career move.

But why limit yourself to just that?

Immerse yourself deeper with our job description generator. It’s your ultimate resource for creating detailed job listings or perfecting your resume.


Every patient interaction contributes to the broader scope of healthcare.

Let’s shape that future. Together.

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