Customer Service Representative | Full-Time|

Heritage Health - Idaho•Post Falls, ID
•$20 - $28•Onsite

About The Position

Heritage Health is seeking a full-time Customer Service Representative (CSR) to join its team in Post Falls, Idaho. The CSR delivers service to patients during check-in and check-out and collaborates with medical assistants and healthcare providers to support efficient, timely visits. The role also supports Heritage Health policies and protocols to maintain operational excellence and a positive patient experience. The position is performed in a medical clinic office. Work can be demanding and chaotic, and may involve exposure to patients with contagious diseases, physical injuries, or a range of emotional states. The CSR is expected to maintain safety, follow instructions and protocols, complete required training, and participate in emergency response tasks and safety committees or teams as requested.

Requirements

  • At least two years of office experience; medical office experience is preferred.
  • Understanding of medical terminology and healthcare office procedures.
  • Familiarity with HIPAA regulations and patient confidentiality requirements.
  • Proficiency with computers, office software, and scheduling tools.
  • Strong verbal and written interpersonal and communication skills.
  • Effective problem-solving and conflict-resolution skills.
  • Ability to remain professional and compassionate under pressure.
  • Ability to handle sensitive patient information discreetly.
  • Ability to work independently and as part of a team.
  • Ability to follow process protocols and complete tasks in noisy or stressful environments.
  • Ability to sit for prolonged periods and work on a computer, lift up to 15 pounds at times, and access and navigate various departments.

Nice To Haves

  • Experience with Athena EHR systems.
  • General understanding of Heritage Health policies and services.

Responsibilities

  • Check in clients and update demographics, including insurance information, at each visit.
  • Verify Medicaid at each visit and obtain Healthy Connections authorization when needed.
  • Ensure each account has a DMS screen and verify current homeless and migrant/seasonal status.
  • Answer the clinic's multi-line phone system, take accurate messages, and deliver them promptly to providers or counselors.
  • Schedule appointments for new and established clients using the electronic practice management system.
  • Make reminder calls for all scheduled clients.
  • Collect co-pays from self-pay and third-party payer clients at each visit.
  • Direct clients who cannot pay their co-pay to billing or collections staff.
  • Check out clients as needed.
  • Create and organize client charts.
  • Track no-shows and follow the No Show protocol.
  • Process scheduled self-pay clients through the Medicaid system to check for coverage.
  • Maintain the cleanliness and order of the waiting room throughout the day.
  • Perform general office duties, including copying, faxing, scanning, and handling mail.
  • Complete required safety training, participate in emergency response tasks and safety committees or teams as requested, and help maintain a safe working environment.

Benefits

  • 100% employer-paid employee medical, dental, and vision coverage for full-time employees.
  • Employer-paid life insurance equal to one times annual salary, up to $200,000; optional additional coverage is available at additional cost.
  • Short-term disability insurance based on age and salary.
  • 100% employer-paid long-term disability insurance.
  • 403(b) retirement plan with employer matching up to 4% of employee contributions.
  • 120 hours of paid time off in the first year.
  • 56 hours of Extended Illness Bank in the first year.
  • Eight paid holidays for full-time employees.
  • Free telehealth visits for healthcare, counseling, and health and wellness coaching for employees and their immediate household members through the Employee Assistance Program.
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