What are the responsibilities and job description for the Customer Support Specialist position at Westbrook Health Services, Inc?
Responsible for professionally greeting clients and ensuring an orderly and efficient
check-in process. Responsible for acquiring financial and insurance information from client or
guardian and performing data entry of information into electronic health records. Responsible for
providing administrative support services to achieve the goals of the Southern Counties. Provides
basic clerical support in the form of answering phone calls, rescheduling clients and directing
visitors. Responsible for creating and maintaining telehealth connections between clients and
providers.
Essential Duties and Responsibilities:
• Coordinates and schedules client appointments
• Conducts referral and intake interviews with client
• Enters and updates electronic health records
• Verifies client insurance prior to appointments and enters funding sources following
company procedures
• Conducts Insurance Pre-certifications
• Requests records from other facilities to ensure continuity of care
• Communicates with outside agencies regarding the provision or scheduling of
services
• Collects payments from client, providing proper receipts and securing the funds
• Disburses and reconciles Petty Cash
• Maintains and disburses company credit cards, collects and submits receipts
• Provides administrative clerical support to the Office Coordinator and County
Director
• Operates the telephone to forward calls or take messages as appropriate
• Greet persons entering the building, determine nature of visit and notify appropriate
staff of their arrival
• Connects client to teletherapy/telehealth portals
• Completes Q-note documentation as needed
• Maintains training compliance as required by Westbrook Health Services.