Customer Relations Specialist in Warrenton, Missouri / Troy, Missouri at Compass Health

Date Posted: 5/11/2018

Job Snapshot

Job Description

Compensation: $12.00/ per hour

Customer Relations Specialist (CRS)

Level 2- Non-Exempt

Administrative Support Workers



The CRS is part of the person centered integrated care team and responsible for greeting patients as they arrive, check-in/check-out, verifying demographics and collecting co-pays, if applicable. This may include primary care, dental, behavioral health and specialist appointments. This position is fast-paced, requiring continuous interactions with co-workers and patients.

This position does require daily travel between our Troy and Warrenton locations.


Core Responsibilities:             

Greet patients as they arrive and stay consistent with the company’s customer service philosophy


    • Manage consumer appointments, confirm appointments and alert patients if they need to bring any information to appointment (co-pays, past due balances, paperwork for PAP and/or sliding fee scale)
    • Data Entry into EHR systems

Completes financial paperwork, ensuring all required forms are completed in entirety


  • Verify insurance/demographic information at each visit and update if necessary
  • Collect co-pays, when applicable
  • Answer phone in polite and courteous manner
  • Direct phone calls and messages to appropriate office staff
  • Monitors waiting area to ensure timeliness of appointments
  • Check provider’s schedule daily for additions
  • Receive daily reports from MIS for information needed on patients that have upcoming appointments
  • Balances daily batch and turns in money collected for the day to Office Supervisor or Regional Office Manager, when applicable
  • Disperse Daily Mail
  • Ensure lobby/waiting area is clean and picked up


Other Responsibilities                     

    • Regular attendance except as excused.
    • Maintains strictest confidentiality; adheres to all HIPAA guidelines/regulations.
    • Conducts self in accordance with employee manual.
    • Attend all training as required by company, Accreditors and Funders.
    • Keep abreast of any updates/changes regarding insurance and communicate those to Office Supervisor
    • Communicate any changes/updates discovered through other means to Office Supervisor
  • All other duties as assigned















Job Requirements


  • High School graduate or equivalent—preferred, not required
  • Minimum of one-year work experience in customer service
  • Professional phone skills
  • Detail Oriented
  • Excellent communication skills
  • Strong Computer skills with knowledge of Microsoft office
  • Strong organizational skills with the ability to handle multiple responsibilities in a fast paced environment
  • Commitment to Service Excellence
  • Commitment to Personal Excellence
  • Team Oriented and Values Diversity


  • Supervision


The CRS receives supervision from the Office Supervisor or Regional Office Manager.