Customer Service Representative (Bilingual)

Centro Med Clinic; Palo Alto (CA); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

403(B) Company Match

Life Insurance

Short & Long-Term Disability

FSA

Employee Assistance Program

Paid Holidays

Paid Time Off

Career Development Opportunities

Team-Based Environment

Job summary

CentroMed is seeking a Customer Service Representative to greet patients, register and process encounters, and assist with eligibility and scheduling at our clinics. You will handle billing support and ensure accurate data entry for program reporting.

The role requires bilingual English/Spanish communication, strong clerical skills, and healthcare exposure. Join a team focused on quality care, accessibility, and patient service.

Qualifications

• Bilingual English/Spanish required for patient interaction and coordination.
• Experience in a health care setting and medical data entry preferred.
• Strong clerical skills, basic math, and attention to detail.

Responsibilities

• Greet and register patients; enter encounter data and maintain accurate logs.
• Assist with eligibility, scheduling, and referrals; support billing and collections.
• Provide excellent customer service and help ensure a positive clinic experience.

Skills

Bilingual English/Spanish

Data entry

Customer service

Education

High School Diploma or equivalent

Tools

TMHP Availity

MS Office / Calculator

Job description

COMPANY OVERVIEW

CentroMed is 501(c) (3) non-profit organization that provides healthcare for all populations is a primary care provider and Federally Qualified Health Center (FQHC) with multiple locations throughout San Antonio and the New Braunfels area. Over the past 50 years, CentroMed has changed lives while remaining dedicated to the mission and vision of being a premier healthcare provider in the community. Join our team of dedicated professionals in providing comprehensive care and quality customer service to our community.

Job Type

Full-time

MISSION

We improve lives through improving the well-being of families through high quality, compassionate health care.

CORE VALUES

RESPECT We treat all persons with dignity and compassion

INTEGRITY We build trust through honesty, word and deed

EXCELLENCE We use best practices to deliver exceptional quality care

AFFORDABILITY We manage resources to provide affordable health care

TEAMWORK We work together as a team in the interest of patient care

Job Summary

We are searching for our next SUPER STAR ! As the Customer Service Representative (CSR) you will serve as the primary source of contact for patients at CentroMed clinic and as such is responsible for welcoming patients into the system and ensuring they have positive experiences. The CSR is responsible for registration and processing of all patients/families requesting health care, social services and counseling. The CSR is responsible for coordinating encounter data entry to meet program and agency deadlines. The CSR also conducts and records patient financial reviews, billing, collections and data summaries relevant to the agency’s annual UDS report and Compliance & Quality Improvement activities.

COMPREHENSIVE BENEFIT PACKAGE

• Competitive Compensation
• Health, Dental, Vision & Life Insurance
• Retirement Plans 403(B)- Company Match Contributions
• Basic Life Insurance
• Basic Life Insurance for your Spouse & Children
• Short & Long-Term Disability
• Flexible Spending Account (FSA)
• Wellness Employee Assistance (EAP)
• Travel Reimbursement
• Critical Illness insurance, hospital indemnity, accident insurance - These are additional benefits that fit your needs & lifestyle & help you feel extra protected
• Additional benefits include: 6 paid company holidays, plus (2) extra floating holidays, paid time off/ vacation time, career development opportunities and many other benefits in a collaborative culture that focuses on work life balance, innovation, & teamwork.
• Benefits start after 30 days
• Fun & Energetic, Family-Based Environment

Duties And Responsibilities

• Demonstrate proficiency in establishing and updating accounts in the computer system using name, alias, family members, SSN, and account numbers.
• Demonstrate proficiency in entering charges for self-pay, insurance, and eligibility programs. Reconciles charges at the end of each day. Maintains error-free daily balance sheets.
• Determine patient eligibility for participation in special programs (i.e., Methodist Healthcare Ministries, and others).
• Assist patients and visitors who walk into the clinic. Answer telephones identifying self and name of clinic.
• Demonstrate an excellent understanding of insurance (especially Medicaid, Medicare, and CHIP) and eligibility (Methodist Homeless) programs. To include the use of TMHP and Availity to verify current insurance status.
• Demonstrate ability to schedule patient appointments according to established protocols.
• Maintain 100% productivity rate. Demonstrate proficiency in encounter entries, maintaining logs, knowledge of referrals, and outreach paperwork. Review and update household’s financial and demographic information annually.
• Perform intake interview on all new patients using a standard registration form and confirm homelessness. Review and update patient registration form and demographic information periodically.
• Assemble necessary medical/dental record forms for specific patient categories and initiate encounter form as necessary.
• Follow-up on no-shows as directed by Provider.
• Maintain excellent personal attire to include uniform, nametag, and compliance with CentroMed appearance as outlined in the Employee Policy Handbook.
• Demonstrate excellent attendance and punctuality.
• Assist clinical teams in patient assessment via observation and notifies clinician in the event of an emergency.
• Abide by policies and procedures dictated in the Employee Safety Handbook, to include maintaining agency, OSHA and JCAHO compliance standards.
• Participate in the agency’s Quality Improvement Program.
• Assists with outreach activities and other duties as assigned by the Director or Supervisor.

Physical Requirements

• Must be able to perform the essential functions of the position.
• Must be able to meet the attendance requirements of the position.
• Must not pose a threat to the health or safety of other individuals in the workplace.
• Physical ability to lift up to 20 pounds unassisted.
• Must be able to deliver excellent customer service, externally and internally

The above description is a general statement of required major duties and responsibilities performed on a regular and continuous bases. It does not exclude other duties as assigned

Requirements

QUALIFICATIONS:

Education

High School Diploma or equivalent

Experience:

General experience working in a health care setting; and experience with medical data entry preferred.

Strong clerical skills to include keyboarding and a good understanding of basic math. Computer knowledge and use of calculator. Must possess mental ability to conduct interviews, reconcile encounter reports and conduct audits with a better-than-average attention to detail.

Bilingual English/Spanish

CentroMed is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.