Customer Relations Specialist

The CRS is part of the person-centered integrated care team and responsible for greeting patients as they arrive, check-in / check-out, verifying demographics and collecting co-pays, if applicable. This may include primary care, dental, behavioral health and specialist appointments.  This position is fast-paced, requiring continuous interactions with co-workers and patients.

This is a full-time, benefit eligible position working 40 hours weekly on the 8 : 30am - 5 : 00pm shift.

ESSENTIAL FUNCTIONS – JOB SPECIFIC

• Greet patients as they arrive and stay consistent with the company’s customer service philosophy
• Manage consumer appointments, confirm appointments and alert patients if they need to bring any information to appointment (co-pays, past due balances, paperwork for PAP and / or sliding fee scale)
• Data Entry into EHR systems
• Complete financial paperwork, ensuring all required forms are completed in entirety
• Verify insurance / demographic information at each visit and update if necessary
• Collect co-pays, when applicable
• Answer phone in polite and courteous manner
• Direct phone calls and messages to appropriate office staff
• Monitor waiting area to ensure timeliness of appointments
• Check provider’s schedule daily for additions
• Receive daily reports from MIS for information needed on patients that have upcoming appointments
• Balance daily batch and turns in money collected for the day to Office Supervisor or Regional Office Manager, when applicable
• Disperse daily mail
• Ensure lobby / waiting area is clean and picked up
• Travel to other clinic sites, as needed
• Regular attendance except as excused, with flexibility to change hours to accommodate the clinic needs
• Maintain strictest confidentiality; adheres to all HIPAA guidelines / regulations
• Conduct self in accordance with employee manual
• Attend all training as required by company, Accreditors and Funders
• Keep abreast of any updates / changes regarding insurance and communicate those to Office Supervisor
• Communicate any changes / updates discovered through other means to Office Supervisor
• Other duties as assigned