Customer Service Representative

The Customer Service Representative (CSR) provides high quality patient-focused services to ensure that the individual needs and desires of the patient’s customer services encounter are met on a continuing basis by performing the duties outlined below. The CSR position is extremely important as being the first point of contact made either personally or by telephone. It is also the last form of contact the patient will have. The CSR will perform routine but varied clerical duties in accordance with the standard procedures of the department. The CSR shall apply knowledge of department policies and procedures in order to maintain and file patient records, prepare forms, verify information, and resolve routine office problems.

Education

None Required

Experience

1 Year medical office or practice - Preferred

License & Certification

None Required

Core Job Functions

• Maintains appropriate clinical/clerical standards. Follows the policy and procedures as written in the Company Policy and Procedure Manual.
• The CSR will follow all scripting provided for patient interactions.
• Receives incoming telephone calls with provided scripting, exercises judgment to prioritize calls, and courteously direct calls to the appropriate personnel in a prudent and efficient manner.
• Greets patients in a friendly manner and collects insurance card and Identification. Communicate with patient you are verifying their insurance. Respectfully asks the patient to fill out the patient information form to obtain and record name, address, age, persons to notify in case of emergency, attending Physician, pharmacy, and individual or insurance company responsible for payment of bill.
• Enters patient admitting information into computer and adds patient on clinic schedule.
• Receives payment on account and performs necessary accounting duties in accordance with the standard procedures of the department.
• Responsible for daily ledger balancing and preparation of bank deposits.
• Performs duties which may be assigned from time to time by Managers and Administration.
• Participates in department quality improvement activities, staff educational programs, attends departmental meetings, and demonstrates and maintains competency in accordance with Company guidelines.