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Customer Service Representative (CSR) -- Physician Practice

Remote, USA Full-time Posted 2026-06-17

Description Job Summary The Customer Service Representative performs clinic clerical tasks, such as registering patients, communicating financial obligation, and collecting fees. Additional responsibilities include various clerical work and administrative/ business details such as scheduling appointments, giving information to callers, reading and routing incoming mail, filing correspondence and other records, and other assigned clerical duties.

Responsibilities

And Scope

  • Obtains all critical demographic and financial information and accurately inputs data into Electronic Medical Recordkeeping (EMR) system and other applications as needed. Obtain and/or verify documentation as required including Consent for Treatment, Assignment of Benefits and Financial Responsibility, and Notice of Privacy Practices.
  • Answers and relays incoming, outgoing, and inter-office calls. Delivers routine / scripted instructions in preparation for patient’s visit to the office.
  • Provides general clerical support functions to ensure efficient utilization of time, in part by scheduling meetings, patients and appointments; maintaining calendars; coordinating with other clinical services.
  • Collects and counts cash receipts and daily deposits. Ensures balanced cash drawer daily.
  • Maintains order and cleanliness throughout the clinic. Performs housekeeping duties of assigned area by routine and periodic cleaning.

Qualifications

Required

  • High school diploma or equivalent
  • Driver's license and access to transportation

Preferred

  • Medical clerical experience in a hospital, physician practice, clinic, nursing home or insurance agency

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