Customer Service Representative/Data Tracker (Bilingual)

Description

COMPANY OVERVIEW

CentroMed is a 501(c)(3) non-profit organization providing healthcare for all populations. It is a primary care provider and Federally Qualified Health Center (FQHC) with multiple locations in San Antonio and New Braunfels. Founded in 1971 by CEO and President Ernesto Gomez, PhD, CentroMed has grown to become a network of high-quality healthcare clinics offering comprehensive care and quality customer service.

Job Summary

The Customer Service Representative (CSR)/Data Tracker serves as the primary source of contact for participants enrolled in CentroMed’s Chronic Disease Prevention Program. They are responsible for welcoming patients, ensuring positive experiences, and managing patient interactions.

Duties And Responsibilities

• Demonstrate proficiency in establishing and updating accounts in the computer system using name, alias, family members, SSN, and account numbers.
• Demonstrate proficiency in entering charges for self-pay, insurance, and eligibility programs.
• Reconciles charges at the end of each day.
• Maintains error-free daily balance sheets.
• Determine patient eligibility for participation in special programs (i.e., Methodist Healthcare Ministries, and others).
• Assist patients and visitors who walk into the clinic.
• Answer telephones identifying self and name of clinic.
• Demonstrate an excellent understanding of insurance (especially Medicaid, Medicare, and CHIP) and eligibility (Methodist Homeless) programs, including the use of TMHP and Availity to verify current insurance status.
• Schedule patient appointments according to established protocols.
• Maintain 100% productivity rate.
• Demonstrate proficiency in encounter entries, maintaining logs, knowledge of referrals, and outreach paperwork.
• Review and update household’s financial and demographic information annually.
• Perform intake interview on all new patients using a standard registration form and confirm homelessness.
• Review and update patient registration form and demographic information periodically.
• Assemble necessary medical forms for specific patient categories and initiate encounter form as necessary.
• Follow-up on no-shows as directed by Director/Registered Dietitian.
• Maintain excellent personal attire to include uniform, nametag, and compliance with CentroMed appearance as outlined in the Employee Policy Handbook.
• Demonstrate excellent attendance and punctuality.
• Absorb and notify clinicians of emergencies via observation.
• Abide by policies and procedures dictated in the Employee Safety Handbook, to include maintaining agency, OSHA and JCAHO compliance standards.
• Participate in the agency’s Quality Improvement.
• Assists with outreach activities and other duties as assigned by the Director or Supervisor.

Requirements

• Education: High School Diploma or equivalent.
• Experience: General experience working in health care setting; and experience with medical data entry preferred.
• Strong clerical skills to include key boarding and a good understanding of basic math.
• Computer knowledge and use of a calculator.
• Mental ability to conduct interviews, reconcile encounter reports and conduct audits with a better-than-average attention to detail.
• Bilingual English/Spanish (preferred).