Customer Experience Representative - Bilingual/Patient Order Processing
About The Position
The Customer Experience Representative supports customer service, patient intake and operations processes by the following duties. The Customer Experience Representative show organizational, time management, and communication skills to properly perform their tasks. Customer Experience Representative reports directly to Customer Experience Manager. ESSENTIAL FUNCTIONS: Manages Customer Re-orders to ensure prompt delivery of patient products. Each Customer Experience Representative will be expected to maintain a patient load of approximately 300-600 patients (35 patients contacted per day). On days that require more than 35 patient contacts CER will utilize the help of additional CERs/CEL/or OM. CER will be responsible for reviewing patient file to ensure all documents are present and up to date prior contacting the patient. Documents include prescriptions, medical records, patient handouts, and Prior Approvals. Should any document be within two months of expiration, the CER will notify the patient of the need to ensure they have a Dr. appointment scheduled. If patient has been seen by a physician, CER will communicate with Medical Records Specialist to ensure medical records and prescriptions are received in a timely manner. Once Documents are reviewed, the CER will contact the patient to enquire about the need for re-order. CER will confirm all products that are needed, the quantity the patient has on hand, whether or not the patient is in an active Home Health episode, confirm any address or insurance changes prior to order. After confirmation of Order, the CER will move file to Order Processor to complete the Sales Order, and Purchase Order, and confirm the order has been sent to the appropriate fulfillment agent.
Requirements
- Ability to work in-office, Monday-Friday, general business hours 8am-5pm
- Customer Service Skills
- High level of Verbal Communication Skills Required w/ ability to make several calls to patients daily
- Bilingual (English and Spanish) required
- Data Entry (Brightree, EPIC or similar
- Maintaining Employee Files and Confidentiality
- Dependability
- Teamwork
- Microsoft Office Skills
Responsibilities
- Manages Customer Re-orders to ensure prompt delivery of patient products.
- Maintain a patient load of approximately 300-600 patients (35 patients contacted per day)
- Review patient file to ensure all documents are present and up to date prior contacting the patient.
- Notify the patient of the need to ensure they have a Dr. appointment scheduled if any document is within two months of expiration
- Communicate with Medical Records Specialist to ensure medical records and prescriptions are received in a timely manner if patient has been seen by a physician
- Contact the patient to enquire about the need for re-order
- Confirm all products that are needed, the quantity the patient has on hand, whether or not the patient is in an active Home Health episode, confirm any address or insurance changes prior to order
- Move file to Order Processor to complete the Sales Order, and Purchase Order, and confirm the order has been sent to the appropriate fulfillment agent
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
