Customer Service Representative 1
2 weeks ago
Position Overview:
The Customer Service Representative (CSR) is the first point of contact for patients and plays a key role in providing a welcoming, efficient, and supportive experience. This role involves handling phone calls, managing appointment scheduling, verifying insurance, updating patient records, and assisting with general inquiries. The CSR supports smooth clinic operations while delivering excellent customer service.
Key Responsibilities:
- Greet patients and assist with check-in and registration.
- Confirm and update patient information, including insurance coverage.
- Schedule, reschedule, and confirm appointments; make reminder and follow-up calls.
- Handle high call volumes daily (600–800 inbound, 100–200 outbound).
- Coordinate with providers to maintain accurate schedules.
- Obtain insurance authorizations and approvals as needed.
- Organize and maintain patient records in the clinic's EHR/EMR system.
- Assist patients with forms and provide clear explanations of procedures and timelines.
- Route calls and messages to the correct department; handle cancellations and no-shows.
- Process incoming faxes and follow up on referrals.
- Provide professional and compassionate service at all times.
- Perform other duties as assigned by supervisors or managers.
Qualifications:
- High school diploma or equivalent required.
- 1–2 years of customer service experience, preferably in a healthcare setting.
- Strong communication skills (written and verbal).
- Comfortable with computers, Microsoft Office, and data entry.
- Ability to multitask, stay organized, and work in a fast-paced environment.
- Friendly, team-oriented, and patient-focused attitude.
- Basic math skills (including percentages and fractions).
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