Clinical Support Representative; CSR

The Clinical Support Representative (CSR) works within our CX - Practice Administration team and serves as a patient-facing contact center role dedicated to supporting clinical operations and care coordination during business hours. This role responds to inbound patient calls and conducts outbound follow-ups related to prescriptions, prior authorizations, lab and imaging orders, referrals, and other clinical workflow questions.

Clinical Support Representatives work directly within the Electronic Health Record (EHR) to review patient charts, understand the status of clinical orders and prescriptions, document patient interactions, and route requests to the appropriate clinical teams. While CSRs do not provide medical advice or perform licensed clinical tasks, they play a critical role in ensuring patients receive timely, accurate information and that clinical requests are properly documented and escalated.

This role serves as a key operational bridge between patients and Medical Assistants, RNs, and providers—reducing clinical inbox volume, improving response times, and enhancing the overall patient experience.

• Serve as the primary contact for inbound patient calls routed through PSRs and/or AI phone tree routing (clinical phone tree option).
• Conduct outbound follow-up calls or texts related to open clinical requests as needed.
• Prescription and pharmacy status
• Lab and imaging orders and scheduling
• Referral status and coordination
• Provide clear, empathetic explanations using approved scripts and workflows.

• Review patient charts in the EHR to understand order, prescription, and referral status.
• Document all patient interactions, requests, and follow-ups accurately in the EHR.
• Route clinical tasks to Medical Assistants, RNs, or providers according to escalation protocols.
• Track outstanding requests and follow up to ensure timely resolution.

• Follow standardized workflows to determine when to resolve, route, or
  ** escalate
  * * inquiries.
• Maintain strict adherence to HIPAA and PHI handling requirements.
• Meet defined service-level expectations for response time, documentation accuracy, and follow-through.
• Participate in training, QA reviews, and continuous improvement initiatives.
• Partner closely with Patient Service Representatives, Medical Assistants, RNs, and Practice Administration leadership.
• Surface recurring patient issues, bottlenecks, or workflow gaps to leadership.

Clinical Support Representatives:

• Do not provide medical advice or clinical interpretation.
• Do not modify treatment plans, prescriptions, or orders.
• Follow defined escalation protocols for all clinical decision-making.

• 2+ years of experience in a healthcare contact center, medical office, or clinical operations environment.
• Experience working with EHR systems (Athenahealth strongly preferred).
• Strong understanding of outpatient healthcare workflows (prescriptions, labs, referrals, prior authorizations). Telehealth experience preferred.
• Excellent verbal and written communication skills.
• High attention to detail and ability to follow structured workflows.
• Ability to work independently in a remote environment with reliable internet and a private workspace.
• Medical Assistant background or equivalent outpatient clinical experience.
• Experience supporting prior authorizations, referrals, or pharmacy coordination.
• Zendesk or similar contact center platform experience.
• Telehealth or virtual care experience.
• $23 /hr
• 100% remote work environment.
• Desirable benefits package, including:
• Health, dental and vision
• Paid holidays
• Flexible time off

• Hiring Manager Screen (30 min)
• Team Interviews (30 min)
• Final Interview

We’re on a mission to transform care for women in midlife. If you’re excited to help us build a best-in‑class team while working with smart, purpose‑driven people, we’d love to talk.

Please note that all official communication from Midi Health will come from an  email address. We will never ask for payment of any kind during the application or hiring process. If you receive any suspicious communication claiming to be from Midi Health, please report it immediately by emailing us at

Midi Health is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

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