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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 all related customer support activities.
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.
- Open new screenings in Netsmart for all new clients.
- Indicate client arrival on HER.
- Maintain general 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.
- Follow 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, evaluate for crisis or standard calls, and transfer appropriately.
- 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.
- 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
- Relief
- Part Time
Education Level
- High school diploma or equivalent
Salary/Compensations
- $17.00 - $22.00 Hourly