CSR-Family Practice

Overview

Brief Description This position is responsible for providing patient service in a clinical environment and maintaining patient demographic information. The Customer Service Representatives (CSR) must additionally be able to perform patient scheduling duties, process payments/co-payments, and perform other cashiering functions.

• Updates patient demographics and verifies insurance information per visit.
• Collects payments and provides receipts.
• Performs cashiering responsibilities such as closing daily batch, balancing cash drawers, and allocating the money into the safe.
• Ensures completion of all forms and obtains the required signatures. Notes in the system regarding the release of information, privacy policy, and assignment of benefits.
• Schedules appointments and provides patients with future appointment details.
• Obtains medical records for same day appointments.
• Provides efficient and courteous phone support including answering patient questions/concerns, directing patients to the correct department, and coding telephone encounters to the correct department.
• Maintains regular and predictable attendance.
• Performs other duties as required.

Minimum Qualifications:

• High school diploma or general education degree (GED)

Preferred Qualifications:

• At least one (1) year of previous service-oriented experience
• Bilingual in English and Spanish