Customer Service Representative

LifePath Systems; McKinney (TX); On-site; USD 35,000 - 48,000; Full time

Job summary

LifePath Systems in McKinney, TX seeks a dedicated Behavioral Health Customer Service Specialist to join our clinic team. You will check in individuals, schedule appointments, collect payments, screen calls, and assist with medical records while maintaining a trauma-informed, person-centered approach.

This role supports multiple Behavioral Health teams and may cross-train across settings. Strong computer skills (Word, Excel) and knowledge of Medicaid/Medicare billing help ensure accurate

Qualifications

• High school diploma or GED required.
• 3 years’ experience in medical office with scheduling, insurance verification, billing and collections preferred.
• Bilingual preferred.

Responsibilities

• Check in individuals at arrival for appointments and verify information.
• Schedule and reschedule appointments and collect payments.
• Answer and screen phone calls, transfer to appropriate departments.
• Update medical records and scan documents.
• Work with community partners to triage calls and ensure timely responses.
• Cross-train to work in multiple clinic settings.

Skills

Customer service

Scheduling

Data entry

Multitasking

Trauma-informed

Billing knowledge

Education

High School Diploma or GED

Medical billing certification (preferred)

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.

Qualifications

Education, Training, & Experience (including licensure & 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, & Abilities

• Knowledge and experience in performing office duties.
• Ability to handle and prioritize multiple tasks.
• 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.
• Proficiency in Data collection, Reporting, Graphs, and Documentation