Clinical Service Representative II; Float - Psychiatry
Listed on 2026-01-25
-
Healthcare
Healthcare Administration, Medical Receptionist
Scheduled Hours
40
Position SummaryThis CSR II - Float Position will travel between different Adult and Child clinics providing clinical office support as needed. This includes greeting and registering patients, scheduling appointments, verifying insurance benefits and referrals, collecting co-payments, answering incoming patient phone calls, addressing patient MyChart messages and medication prior authorizations.
Job DescriptionPrimary
Duties & Responsibilities:
- Greets patients, assists with form completion; verifies accuracy of patient’s insurance and demographic information; provides HIPAA forms, consent-to-treat forms and other necessary clinic forms.
- Collects co-pays for services; verifies and balances receipts and payments.
- Reviews schedule for new patients, updating when necessary. Calls patients with appointment time reminder, obtaining insurance information and referral forms.
- Schedules return patient appointments and patient testing.
- Assists patients with insurance questions regarding billing process.
- Assists staff with sending patient appointment reminders and other related scheduling duties as needed.
- Answers incoming patient phone calls and directs them to appropriate personnel.
- Assists with Epic inbasket tasks, including patient messages and refill requests to distribute them appropriately.
- Assists with incoming faxes and shared email folders to distribute them appropriately.
- Assists families with MyChart account access, provides school/work excuse notes, and assistance with CHADIS as requested by providers.
- Submits prior authorization requests per office guidelines.
- Cross coverage of other office staff as needed.
- This position is in person; commitment to attendance is critical and necessary.
- Performs other duties as assigned.
Job Location /
Working Conditions:
- Normal office environment.
- Exposure to blood-borne pathogens.
- Requires protective devices.
- Patient care setting.
- Direct patient care setting.
Physical Effort:
- Typically sitting at desk or table.
- Typically standing or walking.
- Typically bending, crouching, stooping.
- Occasional lifting (25 lbs. or less).
Equipment:
- Office equipment.
- Clinical/diagnostic equipment.
The above statements are intended to describe the general nature and level of work performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all job duties performed by the personnel so classified. Management reserves the right to revise or amend duties at any time.
Required QualificationsEducation: High school diploma or equivalent high school certification or combination of education and/or experience.
Certifications / Professional Licenses: Basic Life Support (BLS) certification from American Heart Association or American Red Cross.
Work Experience: Medical Office Setting (2 Years).
Skills: Not Applicable.
Driver's License: A driver’s license is not required for this position.
Preferred QualificationsEducation: No additional education unless stated elsewhere in the job posting.
Certifications / Professional Licenses: No additional certification or licensure unless stated elsewhere in the job posting.
Work Experience: No additional work experience unless stated elsewhere in the job posting.
Skills: Communication, Computer Literacy, Epic MyChart, Insurance, Interpersonal Relationships, Medical Terminology, Patient Communications, Physician Communications, Scheduling, Telephone Communications.
Grade & SalaryGrade: C06-H
Salary Range: $17.34 - $25.40 / Hourly
QuestionsFor frequently asked questions about the application process, please refer to our External Applicant FAQ.
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All qualified individuals must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.
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