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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 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.
- Log collected 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.
- Refill new client paperwork packets.
- Process clinician work order requests.
- Follow all federal and state confidentiality laws (HIPAA and CFR42).
- Maintain a clean, uncluttered, safe, functional, and effective work area.
- Triage all incoming calls, evaluate for crisis or standard needs, 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 working relationships with all CABHS staff.
- Transfer phones to the answering service at the end of the shift, providing accurate information.
- 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
- Full Time
- Part Time
Education Level
- High school diploma or equivalent
Salary/Compensations
- $18.00 - $26.00 Hourly
About the Company
- Citizen Advocates is an organization focused on providing services within mental health and substance use populations.