Customer Service Representative/Data Tracker (Bilingual)

CentroMedSan Antonio, TX
Onsite

About The Position

CentroMed is a non-profit organization providing healthcare for all populations, operating as a Federally Qualified Health Center (FQHC) with multiple locations in San Antonio and New Braunfels. With over 50 years of service, CentroMed is dedicated to its mission of being a premier healthcare provider in the community. The organization aims to improve lives by enhancing the well-being of families through high-quality, compassionate healthcare. The Customer Service Representative (CSR)/Data Tracker is the primary point of contact for participants in CentroMed’s Chronic Disease Prevention Program, ensuring positive patient experiences. This role involves patient registration, processing for healthcare and social services, coordinating encounter data entry to meet deadlines, conducting patient financial reviews, billing, collections, and compiling data for the agency’s annual UDS report and Compliance & Quality Improvement activities.

Requirements

  • High School Diploma or equivalent.
  • General experience working in a health care setting.
  • Experience with medical data entry preferred.
  • Strong clerical skills, including keyboarding.
  • Good understanding of basic math.
  • Computer knowledge and use of a calculator.
  • Mental ability to conduct interviews, reconcile encounter reports, and conduct audits with a better-than-average attention to detail.
  • Must be able to perform the essential functions of the position.
  • Must be able to meet the attendance requirements of the position.
  • Must not pose a threat to the health or safety of other individuals in the workplace.
  • Physical ability to lift up to 20 pounds unassisted.
  • Must be able to deliver excellent customer service, externally and internally.

Nice To Haves

  • Bilingual English/Spanish.

Responsibilities

  • Establish and update accounts in the computer system using name, alias, family members, SSN, and account numbers.
  • Enter charges for self-pay, insurance, and eligibility programs, reconciling charges daily and maintaining error-free daily balance sheets.
  • Determine patient eligibility for special programs.
  • Assist walk-in patients and visitors, and answer telephones.
  • Demonstrate an excellent understanding of insurance (Medicaid, Medicare, CHIP) and eligibility programs, including using TMHP and Availity for insurance verification.
  • Schedule patient appointments according to established protocols.
  • Maintain 100% productivity rate, demonstrating proficiency in encounter entries, maintaining logs, knowledge of referrals, and outreach paperwork.
  • Review and update household financial and demographic information annually.
  • Perform intake interviews for new patients using a standard registration form and confirm homelessness, reviewing and updating registration and demographic information periodically.
  • Assemble necessary medical forms for specific patient categories and initiate encounter forms.
  • Follow up on no-shows as directed.
  • Maintain excellent personal attire, including uniform and nametag, in compliance with CentroMed appearance standards.
  • Demonstrate excellent attendance and punctuality.
  • Assist clinical teams in patient assessment via observation and notify clinicians of emergencies.
  • Abide by policies and procedures in the Employee Safety Handbook, maintaining agency, OSHA, and JCAHO compliance standards.
  • Participate in the agency’s Quality Improvement activities.
  • Assist with outreach activities and other duties as assigned.
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