Customer Service Representative | Full-Time|

Description

Heritage Health is seeking a full-time (1.0 FTE) Customer Service Representative to join our team in Coeur d'Alene, Idaho. We prioritize work-life balance and offer a supportive environment to ensure our team members thrive both professionally and personally.

What You'll Love About Working Here:

Purpose-Driven Work: Be part of an organization dedicated to enhancing lives and building healthier communities.

Supportive Culture: Experience a fun, collaborative, and encouraging team environment where your contributions are valued.

Work-Life Balance: Enjoy a predictable schedule so you can focus on what matters most, both at work and at home.

Growth & Collaboration: Work alongside talented professionals who are committed to delivering the best outcomes for our patients and community partners.

Competitive Compensation: Receive a strong pay package and exceptional benefits that support your well-being and future.

Why Join Heritage Health? Enjoy Exceptional Benefits Designed for You

Comprehensive Health Coverage: 100% employer-paid medical, dental, and vision insurance for full-time employees. Choose from multiple plan options to fit your needs, with generous employer contributions for dependents.

Flexible Paid Time Off (PTO): Start your first year with 200 hours (25 days!) of all-in-one PTO—covering vacation, personal, sick, and holiday time. Our streamlined PTO program gives you more control and flexibility, plus the option to cash out extra time off. We believe in supporting your work-life balance from day one.

Extended Illness Bank (EIB): Additional paid time for serious illness or hospitalization, supporting you and your family when it matters most.

Retirement Savings: 403(b) retirement plan with automatic enrollment and a competitive employer match—100% of the first 3% and 50% of the next 2% you contribute. Build your future with confidence.

Life & Disability Insurance: Employer-paid life and long-term disability coverage, plus voluntary options for extra protection.

Employee Assistance Program (EAP): Free, confidential counseling and wellness resources for you and your household, including telehealth visits, legal and financial support, and more.

Additional Perks: Student loan repayment program for eligible positions, LifeFlight membership for emergency medical transport, and access to a dedicated benefits advocate team for personalized support.

The Customer Service Representative (CSR) delivers exceptional service to all Heritage Health patients during the check-in and check-out process. This role collaborates closely with medical assistants and healthcare providers to ensure efficient and timely patient visits. The CSR also supports the implementation of Heritage Health policies and protocols to maintain operational excellence and a positive patient experience.

Requirements

• Minimum of two years of office experience; medical or dental preferred.
• Experience with Athena EHR systems preferred

Your Essential Duties:

• Checks in clients and updates demographics, including insurance information, at each visit.
• Verifies Medicaid at each visit and obtains Healthy Connections authorization if needed.
• Ensures each account has a DMS screen and verifies current homeless and migrant/seasonal status.
• Answers a multi-line phone system for the clinic, takes accurate messages and delivers them promptly to providers or counselors.
• Schedules appointments for new and established clients using the electronic practice management system.
• Makes reminder calls for all scheduled clients.
• Collects co-pays from self-pay and third-party payer clients at each visit.
• Directs clients who are unable to pay their co-pay to the billing or collections staff.
• Checks out clients as needed.
• Creates and organizes client charts.
• Tracks No-shows and follows the No Show protocol.
• Processes all self-pay clients on the schedule through the Medicaid system to check for coverage.
• Maintains the cleanliness and order of the waiting room area throughout the day.
• Performs general office duties such as copying, faxing, scanning, and handling mail.

Your Success Factors

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