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About the Role
The CSR is a multi-function position representing Citizen Advocates' first contact with clients. This role focuses on front window check-in/out and customer support activities to help maintain clinic operations.
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, logging amounts on the deposit tracking sheet.
- 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 based on clinician recommendations, ensuring clients do not have more than recommended appointments in advance.
- Refill new client paperwork packets.
- Process clinician work order requests.
- Adhere to all federal and state confidentiality laws regarding HIPAA and CFR42.
- Maintain clean equipment and an uncluttered, safe, functional, and effective work area.
- Triage all incoming calls immediately, evaluating for crisis or standard needs and transferring appropriately or assisting the caller.
- Assist with continuous review of the schedule 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 to the call center.
- Prepare daily deposit.
- Scan and attach documents into Netsmart.
- Assist with other customer support duties as needed or directed by a supervisor.
- Respond to messages from 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
- Malone, NY
Work Type
- Relief
- Part Time
Education Level
- High school diploma or equivalent
Salary/Compensations
- $17.00 - $22.00 Hourly
About the Company
- Citizen Advocates is an organization that provides services to clients.