Veterinary CSR/Triage Assistant Floater

Advanced Animal Care GeneralRichmond, KY
Onsite

About The Position

The Client Service Representative (CSR) is the heart of our front desk. You’ll be the face and voice that greets clients, coordinates appointments, and keeps the day running smoothly. This role requires strong multitasking skills, a friendly demeanor, and a genuine passion for helping pets and their owners. Triage Technicians are a key team member in day-to-day operations of the clinic.

Requirements

  • Excellent written and communication skills
  • Ability to learn quickly in a high-volume and fast-paced environment
  • Experience within veterinary industry or similar field preferred

Responsibilities

  • Handle up to four incoming phone lines alongside teammates
  • Triage calls, direct urgent inquiries appropriately, and assist owners in recognizing true emergencies
  • Book, confirm, reschedule, and cancel appointments using Cornerstone
  • Maintain a balanced daily schedule to optimize patient flow
  • Greet clients in person, verify patient and owner information, and update records
  • Process payments (cash, card, CareCredit) and discuss payment plan options when needed
  • Fax patient charts to specialists or referring vets as requested
  • Contact clients with normal bloodwork results and document all communications in Cornerstone
  • Log prescription refill requests promptly and accurately
  • Run end-of-day reports, balance cash drawer, and prepare deposit
  • Restock office supplies (forms, prescription pads) and maintain the coffee bar
  • Assist with light housekeeping in exam rooms and reception area to ensure a welcoming environment
  • Provide basic pet care guidance (preventive care, nutrition, parasite prevention) to clients at check-out
  • Obtaining patient history
  • Assisting the doctor on duty during the physical exam
  • Aiding in animal restraint
  • Collecting specimens for lab testing
  • Running lab tests as directed by doctor on duty
  • Invoicing patient procedures and appointments (out-patient)
  • Filling/ re-filling patient prescriptions as directed by doctor on duty
  • Cleaning exam rooms following every exam
  • Creating accession forms for labs to be sent out
  • Maintaining steady laundry flow
  • Maintaining a clean pharmacy area
  • Presenting treatment plans to clients (estimates)
  • Walking, feeding, and medicating boarders
  • Checking in and putting away inventory orders
  • See technician appointments during the hours of 8a-4p for laser therapy, anal gland expressions, nail trims, suture removals and any other appointments that do not require an exam by the doctor on duty.

Benefits

  • Health Insurance / Dental and Vision
  • Paid time off
  • Simple IRA Retirement with matching
  • Opportunity for advancements
  • Opportunity for Bonuses
  • Company scrubs
  • Three free annual wellness visits and % off discount on services
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