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Customer Service Agent
2 months ago
Position Overview: As a vital member of our team, you will oversee a busy multi-line phone system, serving as the initial contact for all incoming communications.
- Manage incoming calls efficiently and in accordance with established service level agreements.
- Direct misrouted calls to the appropriate personnel.
- Utilize computer systems to accurately enter or verify patient information in real-time.
- Identify patients using their date of birth and name within the electronic health record (EHR) system.
- Create new patient accounts when necessary.
- Collect and input patient demographic details into the EHR system.
- Verify and update existing patient demographic information.
- Determine payer sources and confirm insurance eligibility.
- Update patient financial records accurately.
- Schedule patient appointments in accordance with established guidelines, ensuring to gather prior exam details when required.
- Prioritize patient needs to find immediate appointment slots as necessary.
- Handle cancellations and rescheduling efficiently, offering optimal alternatives.
- Monitor the appointment reminder system to ensure all cancellations are reconciled with the schedule.
- Provide callers with general and specific visit instructions as needed.
- Communicate with clinic staff through system messages for follow-up, ensuring thorough documentation.
- Respond to and document patient inquiries and requests promptly.
- Collect and organize incoming referrals while managing phone communications.
- Schedule and coordinate referral appointments effectively.
- Follow established communication protocols when addressing various topics.
- Perform additional duties as required.
- High School Diploma with 1-2 years of customer service experience or a comparable combination of education and experience.
- Proficient in MS Office and adept at navigating multiple software platforms.
- Typing speed of at least 40 words per minute.
- Strong customer service abilities with a focus on resolving patient issues.
- Capability to quickly analyze large volumes of information to address customer inquiries.
- Flexibility to work hours based on scheduling demands.
- Effective time management and prioritization skills in a fast-paced, multi-tasking environment.
- Previous experience in a call center or healthcare setting is preferred.
- Familiarity with medical terminology is strongly preferred.
- Ability to communicate in Spanish or other languages in addition to English is a plus.
- Experience in a medical assistant role or similar healthcare position is advantageous.
- Knowledge of EHR systems and practices is preferred.
- Understanding of HIPAA compliance and various health insurance types is beneficial.