Customer Service Representative

This role is a key team player position reporting directly to the Behavioral Health Customer Service Supervisor in a constantly changing, busy environment that requires accuracy, attention to details, initiative and a proactive approach to duties and responsibilities while working with the individuals in services, clinical team, and coworkers. The qualified applicant must demonstrate a positive attitude, considerable latitude for independent judgment, professional ethics, appearance, and conduct. All interactions with individuals in services and other LifePath staff are conducted in a person-centered, trauma informed way.


Primary duties include providing quality customer service by checking in individuals as they arrive for appointments; scheduling and rescheduling appointments; collecting payment for services; answering and screening phone calls, taking messages, providing information and transferring to the appropriate person/department; working closely with community partners to ensure all calls are answered promptly and triaged correctly; updating information in medical record; scanning documents into medical record; mailing letters; other general office duties as needed; and other duties as assigned to fit the needs of the programs and individuals served. This position will support all Behavioral Health teams to ensure the needs of individuals are met. This position will be cross trained in working in multiple settings throughout the clinic and must be flexible in ability to transition between work assignments smoothly.


Hiring for Shifts- TUES & THURS 8AM-5PM

Hours/shifts vary depending on clinic needs/staffing. May be required to report to Plano or McKinney depending on coverage needs and for training purposes.

Education, Training, & Experience (including licensure & certification)
• High School Diploma or General Education Degree (GED)
• 3 years' experience working in a medical office, agency, or hospital with knowledge of scheduling, insurance verification, billing and collections preferred.
• Bilingual preferred

Knowledge, Skills, & Abilities
• Knowledge and experience in performing office duties.
• Ability to handle and prioritize multiple tasks.
• Must be knowledgeable in computer programs such as Microsoft Word and Excel.
• Must be professional and knowledgeable of customer service skills.
• Must be Knowledgeable of Medicaid, Medicare, and Private Insurance billing Practices.
• Proficiency in Data collection, Reporting, Graphs, and Documentation