Customer Service Representative- Intake

Job Description

Job Description

About the Role

We are seeking a friendly, detail-oriented Customer Service Representative (CSR) to serve as the first point of contact for our patients, caregivers, referral sources, and commercial customers. In this role, you’ll handle customer inquiries, process orders, coordinate services, and ensure accurate documentation while delivering exceptional customer service in a fast-paced healthcare environment.

What You’ll Do

• Serve as the initial point of contact for customers in person, by phone, and occasionally online
• Receive, qualify, and process customer orders accurately and efficiently
• Enter and maintain patient demographic, referral, physician, diagnosis, and insurance information
• Answer phones professionally and gather complete order details
• Assist patients with equipment, supply, and service selection and provide basic instruction
• Coordinate deliveries, setups, and equipment pick-ups
• Prepare and manage delivery tickets, prescriptions, and required documentation
• Maintain organized and compliant patient records
• Greet walk-in customers and assist with retail sales and intakes
• Collect co-pays, deductibles, or full payments and process transactions accurately
• Respond to customer inquiries and assist with resolving service concerns

What We’re Looking For

Required:

• High School diploma or equivalent
• Excellent communication and customer service skills
• Ability to work efficiently in a detail-oriented, customer-focused role

Preferred:

• Experience in HME/DME or medical office settings
• Knowledge of medical terminology
• Prior data entry experience
• Typing speed of 40+ WPM and 10-key proficiency
• Bilingual (Spanish) a plus

Physical & Work Requirements

• Ability to sit, stand, and work at a computer and phone for extended periods
• Ability to lift up to 25 pounds regularly and up to 55 pounds occasionally
• Fine motor skills for typing, filing, and office equipment use
• Ability to think quickly, stay organized, and manage multiple priorities

Compliance & Confidentiality

• Adherence to HIPAA, patient confidentiality, and company safety policies is required

Why Join Us?

• Supportive team environment
• Meaningful work serving patients in your community
• Opportunity for training and growth within healthcare services

Apply today to join a team where your customer service skills make a real difference.