Customer Relations Specialist

The Customer Relations Specialist (CRS) is part of the person-centered integrated care team and responsible for greeting patients as they arrive, check-in/check-out, verifying demographics and collecting co-pays, if applicable. This may include primary care, dental, behavioral health and specialist appointments. This position is fast-paced, requiring continuous interactions with co-workers and patients. This is a part time position working Wednesday Evenings, Saturday and Sundays, and also PRN weekdays when needed.  ESSENTIAL FUNCTIONS Core ResponsibilitiesRead the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.• Greet patients as they arrive and stay consistent with the company's customer service philosophy • Manage consumer appointments, confirm appointments and alert patients if they need to bring any information to appointment (co-pays, past due balances, paperwork for PAP and/or sliding fee scale)• Data Entry into EHR systems• Complete financial paperwork, ensuring all required forms are completed in entirety• Verify insurance/demographic information at each visit and update if necessary• Collect co-pays, when applicable• Answer phone in polite and courteous manner• Direct phone calls and messages to appropriate office staff• Monitor waiting area to ensure timeliness of appointments• Check provider's schedule daily for additions • Receive daily reports from MIS for information needed on patients that have upcoming appointments• Balance daily batch and turns in money collected for the day to Office Supervisor or Regional Office Manager, when applicable• Disperse daily mail• Ensure lobby/waiting area is clean and picked up• Travel to other clinic sites, as needed Other Responsibilities• Regular attendance except as excused, with flexibility to change hours to accomodate the clinic needs• Maintain strictest confidentiality; adheres to all HIPAA guidelines/regulations• Conduct self in accordance with employee manual• Attend all training as required by company, Accreditors and Funders• Keep abreast of any updates/changes regarding insurance and communicate those to Office Supervisor• Communicate any changes/updates discovered through other means to Office Supervisor• Other duties as assigned

Created: 2025-10-01