CSR 1
1 week ago
About the Role
We're looking for a Customer Service Representative who will serve as the main contact for patients and ensure their experience is smooth, friendly, and efficient. This position handles a wide range of administrative and communication tasks, including managing high call volumes, coordinating appointments, confirming insurance information, and supporting patients with questions or paperwork. The CSR plays a crucial part in keeping the clinic organized and running well.
What You'll Do
- Review, verify, and update patient details, including insurance and demographic information.
- Book, adjust, and confirm appointments; make reminder calls and follow up as necessary.
- Handle a large daily call load (roughly 600–800 incoming calls and 100–200 outgoing).
- Work with clinical staff to keep schedules accurate and up to date.
- Obtain insurance authorizations or approvals when required.
- Maintain up-to-date patient records in the clinic's EMR/EHR system.
- Help patients complete forms and clearly explain processes, expectations, and next steps.
- Direct calls and messages to the appropriate teams; record cancellations and no-shows.
- Review and process incoming faxes, including referral documents.
- Provide patient support with professionalism, empathy, and a helpful attitude.
- Take on additional administrative tasks as needed.
Required Qualifications
- High school diploma or equivalent.
- 1–2 years of customer service experience; medical or clinic setting preferred.
- Strong written and verbal communication skills.
- Comfortable using computers, Microsoft Office, and data entry systems.
- Able to stay organized, multitask, and work effectively in a busy environment.
- Friendly, dependable, and committed to patient care.
- Basic math ability, including working with fractions and percentages.
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