Customer Service Representative

Client Service Representative

The purpose of this position is to provide outstanding client service. The Client Service Representative (CSR) is the first impression in our clinic! Besides greeting clients warmly, they answer the phone, differentiate between routine and emergency cases, schedule appointments, admit and check out patients, process payments, manage financial information, and communicate information between clients and staff.

The CSR enjoys working with people and diverse clients and is caring, friendly, and efficient. Creates a warm and welcoming impression. Remains professional and courteous while handling multiple tasks with many interruptions. Firmly believes in the quality of care provided and communicates this sense of assurance to clients. Understands our services and recommendations and clearly communicates them to clients. Empathizes with clients and remains compassionate and well-mannered if a client becomes emotional or discourteous. Remains calm and collected in the face of emergency situations.

Ultimately, it is the CSR who creates a good first and last impression on our clients. The importance of this role cannot be over-emphasized. Must be able to withstand unpleasant odors and noises.

May be exposed to bites, scratches, animal waste, and contagious diseases.

Directly reports to the Practice Manager. Periodically receives directions from the Practice Manager and veterinarians.

Primary Responsibilities

Telephone Communication

• Answers incoming telephone calls by the third ring, using proper telephone etiquette. This includes using a three-part greeting and asking callers before placing them on hold.
• Operates a multiple-line telephone system. Answers incoming lines, places callers on hold, transfers calls, and pages staff members. Takes and routes messages for veterinarians and staff members.

Client Relations

• Follows established clinic guidelines for communicating with clients in different types of situations, such as general inquiries, scheduling appointments, routine and non-routine medical questions, patient emergencies, and prescription refills.
• Handles basic questions regarding clinic services, fees, and animal care and treatment in accordance with clinic policies. Appropriately directs other questions and communication to a veterinarian, Practice Manager, or other staff member.
• Uses active-listening skills to obtain all necessary medical and personal information from the client.
• Discerns any potential client problems, complaints, or questions and handles them appropriately.
• Relays medical instructions; itemizes the client's statement; reviews it orally with the client; and informs the client about clinic policies, such as pre-operative instructions, payment and credit policies, and vaccination policies.
• Communicates with clients as needed regarding invoices and the medical status of their pets.
• Makes calls to clients on a timely basis from a call-back list.
• Provides clients with any information or instructions they will need prior to their appointments.
• Contacts clients to schedule discharge appointments and recheck appointments and confirms appointments and pre-surgical instructions.
• Maintains knowledge of current wellness-care standards and common medical problems.
• Maintains current client contact information.

Hospitality

• Welcomes clients and patients to the practice and makes them comfortable, including greeting clients, offering coffee, and showing them to the waiting area.
• Monitors appointment schedule and communicates with clients about wait times.
• Uses the client's and pet's names to personalize communication.
• Distributes new-client paperwork and gifts to all new clients.

Appointment Scheduling

• Schedules outpatient, surgical, hospitalized patient, and boarding appointments using a computerized scheduling program.
• Schedules appointments in accordance with established clinic guidelines, allocating the appropriate amount of time (10, 20, or 30 minutes) according to the type of visit. Maintains "E slots" for emergencies and helps keep the practice on schedule.
• Inquires as to which veterinarian the client wishes to see when scheduling an appointment. If no preference is expressed, schedules as appropriate and gives the name of the veterinarian to the client. Schedules follow-up visits with the appropriate veterinarian.
• Schedules appointments to meet the clients' needs and most efficiently use veterinarians' and staff members' time.

Computer Use and Maintenance

• Accurately enters and retrieves records and reports, enters fees and charges, and maintains the database.
• Performs a backup of the computer system on a regular basis, as directed.
• Generates financial and other reports (e.g., call-back lists and appointment lists) using the computer system, as directed.

Marketing and Client Education

• Promotes the clinic to persons inquiring about the practice, fees, and products/services.
• Educates clients regarding preventive medicine and vaccination requirements. Informs clients of suggested procedures to maintain their pets' good health.
• Distributes handouts, new client kits, clinic brochures, and "giveaways," such as clinic leashes, pet carriers and magnets to clients.
• Promote the practice's products and services to clients, making suggestions when appropriate.
• Mails sympathy cards to clients.

Procedures and Protocols

• Adheres to all clinic policies, standards, and procedures, including but not limited to uniforms, grooming, smoking, and personal calls, as stated in the clinic procedures manual.
• Communicates basic patient preventative care protocols to clients.
• Maintains knowledge of the practice's products and services.
• Improves upon veterinary knowledge and skills by taking advantage of in-house education materials (e.g., CDs, books, and videos) and by participating in continuing education, staff meetings, and in- house training.
• Attends all staff and departmental meetings as requested.

Recordkeeping and Filing

• Updates client files and patient records as needed.
• Scans medical documents.
• Emails medical records to requesters, with client's permission after DVM review.
• Processes returned mail/postcards. Contacts client to verify and correct contact information.

Patient Admittance

• Completes required forms, such as the new client form, patient visit form, and client report, and obtains all necessary information. Notes the source of client referrals.
• Obtains medical and vaccination histories from the client. Recognizes and notes any procedures due for the patient.
• Follows clinic policies regarding patient admittance.
• Relays all necessary information to the veterinarians and technicians.
• Triages urgent-care patients and communicates with the medical team as appropriate.

Patient Discharge

• Enters any necessary charges into the computer and double-checks entries to ensure accuracy and completion. Enters recall reminder codes into the computer as indicated.
• Ensures that future reminders are set up in the computer system for the patient.
• Presents clients with medications, instructions, new client kits, and any other items to take home.
• Reviews discharge instructions, medications, and services rendered, and informs client of the total amount due.
• Schedules discharge and follow-up appointments.

Cash Handling

• Accepts payments from the client. Accurately processes cash, checks, charge card payments, credit account payments, and post-dated checks. Accurately invoices coupons and gift certificates.
• Performs end-of-day procedures each evening, including balancing the cash drawer, running daily reports, preparing and making a bank deposit, and presenting reports and deposit receipts to the Practice Manager or owner.
• Establishes credit in accordance with clinic policies and Practice Manager's authorization.

Facility Maintenance

• Assists staff with cleaning and straightening the public areas of the practice, including the front desk, reception area, client restrooms, and exam rooms.
• Restocks and arranges retail and point-of-purchase displays.
• Maintains and replenishes refreshment area.
• Opens the practice and sets up for the morning as directed.
• Closes the practice for the evening as