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About the Role

The CSR is a multi-function position representing Citizen Advocates' first contact with clients. This role is crucial for maintaining clinic operations with a focus on front window check-in/out and customer support.

Responsibilities

• Conduct all intake activities for clients presenting at the window, verifying and updating information.
• Refer clients to insurance CSR as appropriate.
• Enter all data into Netsmart immediately and accurately.
• Collect co-pays and outstanding balances according to agency policies and log amounts.
• Open new screenings in Netsmart for all new clients.
• Indicate client arrival on HER.
• Maintain continuous observation of the waiting room for safety and environment.
• Schedule follow-up appointments according to clinician recommendations.
• Refill new client paperwork packets.
• Process clinician work order requests.
• Adhere to all federal and state confidentiality laws (HIPAA and CFR42).
• Maintain clean equipment and an uncluttered, safe, functional, and effective work area.
• Triage all incoming calls immediately, evaluate for crisis or standard calls, and transfer appropriately.
• Assist with schedule review to backfill and work the therapist need sooner list.
• Complete all required training on the Relias website.
• Develop and maintain constructive and cooperative working relationships with all CABHS staff.
• Transfer phones at the end of the shift to the answering service, providing accurate information.
• Prepare daily deposit.
• Scan and attach documents into Netsmart.
• Assist in all other customer support duties as needed or directed by a supervisor.
• Respond to messages with the answering service.

Requirements

• High school diploma or equivalent.
• Work with mental health or substance use populations preferred.

Skills

• Confidentiality
• Crisis Management
• Customer/Client Focus
• Problem Solving/Analysis
• Time Management
• Communication Proficiency
• Teamwork Orientation
• Technical Capacity
• Comply with all CABHS policies and procedures

Location

• Watertown, NY

Work Type

• Part Time

Education Level

• High school diploma or equivalent

Salary/Compensations

• $17.00 - $22.00 Hourly