• Intake Customer Service Representative

    Job ID
    Customer Relations
  • Overview

    The Customer Relations Representative II is responsible for converting referrals for delivery of services, taking referrals, data entry, answering inquiries, and disseminating information about the agency. This position establishes and maintains effective and efficient systems for patient referral, data entry, and communications to support the department in securing referrals. This position assists with daily operations of the agency including coordinating referrals and maintaining communication between Clinical Supervisor’s and the agency.


    1. Associate Degree preferred.
    2. One year experience in a health care setting.
    1.  Requires interpersonal skills and ability to communicate professional and effectively with staff and take patient referrals. Knowledge of medical terminology required, Medicare and Medicaid payment guidelines necessary and 3rd party payors preferred. Able to demonstrate problem-solving skills, organizational skills and attention to detail. Must have strong verbal and written communication skills. Ability to operate computer equipment, FAX and photocopy machines necessary. Proficiency in Microsoft Office Suite and data entry skills. Responds to suggestion constructively. Skilled in conflict resolution. Requires proven interpersonal, coordination and leadership skills with ability to communicate professionally and effectively.

    Physical Demands

    1. Complete required work on a daily basis.
    2. Cope with work involving ill, disabled and dying patients.
    3. Sit, stand, bend, lift, and move intermittently. Must be able to lift at least 25 lbs.
    4. Move equipment and supplies necessary for job functions.
    5. Read in a 12 point or larger type, speak and write English in order to fulfill job functions in an understandable way.
    6. See/hear or use prosthetics that enable accomplishment of job.
    7. Meet the health requirements of the agency
    8. Possible exposure to infectious diseases.
    9. Abide by all occupational safety and bloodborne pathogen protocol to minimize illness and/or injury.
    10. Normal range of hearing is required with or without correction.
    11. Ability to use computer keyboards.


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