This position is for the opportunity to level from a Customer Service Representative to Customer Service Representative II at Baseline Internal Medicine. The leveling opportunity is available to Baseline Internal Medicine Customer Service Representatives only.

This position is responsible for providing patient service in clinical environments and maintaining patient demographic information. The Customer Service Representative (CSR) II must additionally be able to perform duties regarding patient scheduling, payments/co-payments, and cashiering functions. The Customer Service Representative IIs are also responsible for training and retraining employees and presenting workflow updates and reminders to team members.

Essential Functions

• Updates patient demographics and verifies insurance information per
• Collects payments and provides
• Performs cashiering responsibilities such as closing daily batch, balancing cash drawers, and allocating the money into the safe.
• Ensures completion of all forms and obtains the required Notes in the system regarding the release of information, privacy policy, and assignment of benefits.
• Schedules appointments and provides patients with future appointment details.
• Obtains medical records for same day
• Provides efficient and courteous phone support including answering patient questions/concerns, directing patients to the correct department, and coding telephone encounters to the correct department.
• Assists in training CSRs.
• Acts as Preceptor and/or Employee Health Record (EHR) Champion User.
• Maintains regular and predictable attendance.
• Performs other duties as required.

Position Qualifications

Minimum Qualifications:

• High school diploma or general education degree (GED)
• At least one (1) year of service-oriented experience

Preferred Qualifications:

• Bilingual in both English and Spanish