Customer Service Representative (CSR) - Physician Practice

Job Summary

The Customer Service Representative performs clinic clerical tasks, such as registering patients, communicating financial obligation, and collecting fees. Additional responsibilities include various clerical work and administrative/ business details such as scheduling appointments, giving information to callers, reading and routing incoming mail, filing correspondence and other records, and other assigned clerical duties.

Responsibilities

• Obtains all critical demographic and financial information and accurately inputs data into Electronic Medical Recordkeeping (EMR) system and other applications as needed.
• Obtain and/or verify documentation as required including Consent for Treatment, Assignment of Benefits and Financial Responsibility, and Notice of Privacy Practices.
• Answers and relays incoming, outgoing, and inter-office calls.
• Delivers routine / scripted instructions in preparation for patient’s visit to the office.
• Provides general clerical support functions to ensure efficient utilization of time, in part by scheduling meetings, patients and appointments; maintaining calendars; coordinating with other clinical services.
• Collects and counts cash receipts and daily deposits.
• Ensures balanced cash drawer daily.
• Maintains order and cleanliness throughout the clinic.
• Performs housekeeping duties of assigned area by routine and periodic cleaning.

Qualifications

• Required: High school diploma or equivalent.
• PREFERRED: Medical clerical experience in a hospital, physician practice, clinic, nursing home or insurance agency.