CSR - Customer Service Rep

LifePath Systems; California; On-site; USD 25,000 - 34,000; Full time

Job summary

Life Path Systems in California is seeking a diligent medical office receptionist to join our front desk team. You will greet clients, verify information, and support clinicians with a smooth arrival process.

Responsibilities include handling patient check-ins, collecting payments, answering calls, scheduling appointments, and updating medical records. The role requires professionalism, accuracy, and trauma-informed care awareness.

Qualifications

• High School Diploma or GED required or equivalent.
• Minimum 3 years’ experience in a medical office, agency, or hospital.
• Bilingual preferred.

Responsibilities

• Check in individuals for appointments and verify information.
• Collect payment for services and process billing.
• Answer and screen phone calls, take messages, and transfer to the appropriate department.
• Schedule and reschedule appointments.
• Update and scan medical records.
• Mail letters and perform general office duties as needed.
• Cross-train across clinic settings and adapt to different duties.
• Promote trauma-informed care practices.

Skills

Customer service

Professionalism

Communication

Education

High School Diploma or GED

Tools

Microsoft Word

Microsoft Excel

Job description

Education LevelHigh School## DescriptionThis role is a key team player position in a constantly changing busy environment that requires accuracy, attention to details, initiative and a pro-active approach to duties and responsibilities while working with the individuals in services, clinical team, and co-workers. The qualified applicant must demonstrate a positive attitude, considerable latitude for independent judgment, professional ethics, appearance, and conduct.Primary duties include providing quality customer service by checking in individuals as they arrive for appointments; collecting payment for services; answering and screening phone calls, taking messages, providing information and transferring to the appropriate person/department; scheduling and rescheduling appointments; updating information in medical record; scanning documents into medical record; mailing letters; and other general office duties as needed. This position will be cross trained in working in multiple settings throughout the clinic and must be flexible in ability to transition between work assignments smoothly.Additionally:* Acts as a responsible member of the team. Works cooperatively with individuals in service and staff to meet needs while following agency procedures.* Other general office tasks* Understands and promotes trauma informed care practices.**Hours/shifts vary depending on clinic needs/staffing. May be required to report to Plano or McKinney depending on coverage needs and for training purposes.**## Qualifications**Education, Training and Experience (including licensure and certification)** • High School Diploma or General Education Degree (GED) • 3 years’ experience working in a medical office, agency, or hospital with knowledge of scheduling, insurance verification, billing and collections preferred. • Bilingual preferred**Knowledge, Skills, and Abilities** • Knowledge and experience in performing office duties. • Must be knowledgeable in computer programs such as Microsoft Word and Excel. • Must be professional and knowledgeable of customer service skills.* Must be Knowledgeable of Medicaid, Medicare, and Private Insurance billing Practices.