Demo

Customer Relations Specialist

Compass Health Network
Compass Health Network Salary
Arnold, CA Full Time
POSTED ON 4/26/2025
AVAILABLE BEFORE 5/22/2025

The 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 full-time benefit eligible position working Monday-Friday 8a-4 : 30pm.

Responsibilities Include :

  • Core Responsibilities
  • 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 accommodate 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
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