What are the responsibilities and job description for the CSR position at CENTROMED?
Job Details
Description
The Customer Service Representative (CSR) serves 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.
III. 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.
IV. PERFORMANCE STANDARDS:
Performance will be evaluated using the Performance Evaluation CdB Form No.1006c (Rev 1/2000) wherein a satisfactory overall rating is considered as a minimum acceptable level of performance.
Qualifications
V. QUALIFICATIONS:
A. Education: High School Diploma or equivalent; one year of college
B. 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 (preferred).
VI. 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