CSR Primary Care

The CSR Primary Care (Client Services Representative) will greet and assist clients/visitors, answer multi-line phone, schedule appointments, determine eligibility for services, prepare/maintain client records, and perform assigned clerical duties.

• Answer multi-line phone system, screen calls, and direct calls/messages as appropriate.
• Greet and assist clients/visitors as they enter the department.
• Prepare client records utilizing department guidelines and update consent forms, insurance information, and demographic information regularly.
• Review electronic client records prior to scheduled appointment assuring that information is up to date, making corrections and flagging for updates when necessary.
• Perform clerical duties, data entry, statistical reporting, word processing, photocopying, email correspondence, faxing, and ordering supplies as requested.

• Determine client eligibility for services through review of income and demographic information.
• Verify and register client demographic and insurance information into department database.
• Inform client of eligibility for coverage of services by third-party payers and assist in completion of carrier/program-specific enrollment forms.
• Assist new clients with completion of new patient intake form and determination of need for additional MCHC services, working collaboratively with MCHC departments to assure client access, when needed.
• Following department guidelines, schedule client appointments and notify appropriate provider of missed client appointments, taking appropriate action when necessary.
• Assure that pre-authorization for special services has been obtained and attached appropriately to client claim.

• Attend monthly department staff meetings and other meetings as assigned.
• Other job-related duties as assigned.

• High school diploma or equivalent required.
• Requires a minimum of one-year clerical work experience in a healthcare office, with preference given for front desk experience in primary care.
• Two years clerical/administrative support experience in a primary care setting preferred.
• Analytical ability to collect and interpret data to prepare reports based on findings, basic math, and accounting skills to accurately balance and maintain a client billing/accounts receivable system.
• Basic knowledge of CPT and ICD coding and documentation requirements.
• Must have communication and interpersonal skills to effectively interact with administration, associates, community agency personnel, clients, and visitors.
• Basic computer skills required with:
  Microsoft Word, Excel, PowerPoint, Outlook, Adobe Acrobat, and EHR/EMR/EDR/EPM.
• Must have a reliable vehicle, a valid driver’s license with a satisfactory driving record and a minimum insurance coverage or available transportation to travel for the purposes of required Health Center business.

Note:

Persons with disabilities requiring reasonable accommodation to satisfy the requirements of the position may request a copy of the MCHC Reasonable Accommodation policy. Request for reasonable accommodation will be reviewed and evaluated on a case-by-case basis, with the understanding that the individual will be required to perform the essential functions of the position.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified nor are they intended to express or imply any contract of employment or any part thereof.