Client Services Representative -Primary Care

VIA Health Partners•Denver, NC

About The Position

The Client Services Representative supports Primary Care by managing incoming telephone calls, routing messages and faxes, and providing routine administrative support to leadership and other departments. The role also places appointment-reminder calls and follows up with specialists to confirm receipt of outgoing referrals, resending referrals when needed. The representative maintains knowledge of applicable database systems, protects patient privacy, and handles calls according to service-line guidelines. The position requires professional, sensitive service to internal and external customers and ongoing professional development.

Requirements

  • High school diploma or GED.
  • At least two years of related experience in an office environment.
  • Typing proficiency.
  • Excellent written and verbal communication and interpersonal skills.
  • Strong problem-solving and critical-thinking abilities.
  • Ability to stay organized, work independently, and manage time effectively.
  • Sensitivity and ability to coordinate and support interdisciplinary care.
  • Commitment to excellent service for internal and external customers and ability to adapt positively to change.
  • Ability to address varied situations with limited standardization and interpret different forms of instruction.
  • Ability to perform basic mathematical calculations, use decimals to compute ratios and percentages, and read and interpret graphs.
  • Ability to read and understand written materials such as instructions and manuals; prepare memos and reports with correct grammar, spelling, and punctuation; and communicate clearly and professionally.

Nice To Haves

  • Office experience in a healthcare setting.
  • Working knowledge of primary and/or palliative care.
  • Proficiency in Microsoft Office.

Responsibilities

  • Manage incoming Primary Care telephone calls, answering promptly, transferring callers, creating and sending actions or encounters to appropriate staff, and routing messages accurately.
  • Provide routine administrative support to leadership and other departments.
  • Place outgoing appointment-reminder calls to patients.
  • Maintain working knowledge of applicable database systems and protect patient privacy.
  • Use active listening and critical thinking to identify caller needs and handle calls according to applicable service-line guidelines.
  • Receive, review, and route incoming faxes to the appropriate provider, clinical team, or administrative department according to office protocols.
  • Follow up with specialists to confirm receipt of outgoing referrals; obtain correct fax numbers and resend referrals when necessary.
  • Maintain and promote the professional reputation of VIA Health Partners.
  • Maintain professional development and incorporate new information and methods into practice.
  • Perform related or other duties as required or assigned.
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