CSR - Customer Service Rep

LifePath Systems; Plano (TX); On-site; USD 22,000 - 30,000; Full time

Job summary

LifePath Systems in Plano, TX seeks a front desk/patient services coordinator to support Behavioral Health teams. The role demands accuracy, initiative, and trauma-informed, person-centered interactions with individuals in services and staff.

Primary duties include scheduling, billing, phone screening, data entry, and coordination with community partners. The ideal candidate has a High School Diploma or GED, 3 years in a medical office, knowledge of Medicaid/Medicare billing, and strong

Qualifications

• High School Diploma or 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 of Medicaid, Medicare, and Private Insurance billing practices.
• Must be knowledgeable of computer programs such as Microsoft Word and Excel.
• Must be professional and knowledgeable of customer service skills.

Responsibilities

• Check in individuals as they arrive for appointments and assist with scheduling.
• Answer and screen phone calls, take messages, provide information and transfer to the appropriate person or department.
• Work with community partners to ensure calls are answered promptly and triaged correctly.
• Update information in the medical record and scan documents.
• Mail letters and perform other general office duties as needed.
• Cross-train to support multiple clinic settings and adapt to changing duties.

Skills

Customer service

Communication skills

Scheduling

Professionalism

Problem solving

Education

High School Diploma or GED

Tools

Microsoft Word

Microsoft Excel

Job description

This role is a key team player position reporting directly to the Behavioral Health Customer Service Supervisor in a constantly changing, busy environment that requires accuracy, attention to details, initiative and a proactive approach to duties and responsibilities while working with the individuals in services, clinical team, and coworkers. The qualified applicant must demonstrate a positive attitude, considerable latitude for independent judgment, professional ethics, appearance, and conduct. All interactions with individuals in services and other LifePath staff are conducted in a person-centered, trauma informed way.Primary duties include providing quality customer service by checking in individuals as they arrive for appointments; scheduling and rescheduling appointments; collecting payment for services; answering and screening phone calls, taking messages, providing information and transferring to the appropriate person/department; working closely with community partners to ensure all calls are answered promptly and triaged correctly; updating information in medical record; scanning documents into medical record; mailing letters; other general office duties as needed; and other duties as assigned to fit the needs of the programs and individuals served. This position will support all Behavioral Health teams to ensure the needs of individuals are met. 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.If Bilingual and receiving stipend, employee will be available to translate for other staff as needed and will utilize approved language in the provision of services as needed.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 preferredKnowledge 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.