Customer Service Representative- Medical

Purpose:

• The Customer Service Representative (CSR) is responsible for a variety of office tasks necessary to provide medical services at WWFHC. These tasks include, but are not limited to: appointment scheduling, patient intake, fee calculation and collection, electronic and manual filing, accurate chart preparation and updating, maintaining and balancing a cash drawer, insurance enrollment and verification, applying appropriate codes, checking out patients, answering phone calls, and other duties as assigned by supervisor.

PART I: ESSENTIAL POSITION FUNCTION AND DUTIES

• Required to be in their assigned work area at all times except for designated breaks or lunch.
• Welcomes and greets guests in a timely fashion and notifies the appropriate staff of the guest's request.
• Welcomes and greets patients, completes the check-in and intake process in a timely matter.
• Must monitor lobby area a minimum of every 30 minutes to ensure all visitors have been served.
• Answer telephone calls in a timely and professional manner and complete the caller's request and if unable to do so, find someone who is able to do so.
• Answer patient questions and address complaints, and when necessary request supervisory or management support.
• Daily and constant monitoring that all providers' schedules meet required protocols. Correct errors as needed.
• Schedule and/or reschedule all appointments in conjunction with approved protocol for calls and walk-ins.
• Make patient calls for range of purposes, including but not limited to confirmation of appointment, no-show appointment, change of insurance status, and reminder calls.
• Register new patients with thorough and complete entries of all demographic, insurance/income assessment information.

PART II: CLINIC WIDE RESPONSIBILITIES

Customer Relations:

• Treats guests, patients, physicians, and other employees with care, courtesy, and respect.
• Responds quickly and appropriately to customer request.
• Looks for and suggests ways to better meet customer needs.
• Answers clinic communications systems promptly and with courtesy and respect.

Teamwork:

• Works cooperatively within own department and other areas.
• Willingly accepts additional responsibility - tries to make others job easier.
• Responds quickly to request for assistance.
• Required to work closely with patients and associates.
• Interacts with other departments on problem issues.
• Accepts feedback from patients, visitors, clinic employees, physicians and general public.

Communications:

• Keeps appropriate people informed.
• Speaks and writes clearly, concisely, and appropriately for need.
• Listens carefully.
• Communicates tactfully.
• Understands that all confidentiality and privacy considerations are respected and fostered at work and off duty.

Self -Management:

• Presents a positive image of Western Wayne Family Health Center at all times.
• Carries out assignments with little need for direction.
• Timeliness.
• Maintains confidentiality.
• Provides proper notification of absence and tardiness.
• Works weekends and shifts when necessary.