Under the direction of call center management, provides customer service utilizing an omni-channel approach, including phone calls, emails, and text messaging to ensure seamless coordination and timely scheduling of appointments for referred patients. The CCR II’s primary responsibility involves processing referrals within the CRM system, reaching out to patients to schedule appointments promptly and appropriately. Responsible for obtaining patient demographics, insurance information, and medical histories. Duties include a high degree of patient, physician and both internal and external stakeholder interaction; utilization of patient information; coordination of insurance documentation; creation of patient medical records; reading medical records for verification; and maintenance of practice schedules. This position requires exceptional professionalism, customer service, and organizational skills to effectively manage referral processing and appointment scheduling tasks.

Essential Duties and Responsibilities:

• Performs job in accordance with Company mission, vision and goal.
• Exercises confidentiality in all areas, abiding by HIPAA rules and regulations.
• Processes incoming referrals efficiently and accurately within the designated timeframe.
• Utilizes CRM software to manage and update patient information and referral status.
• Provides professional and courteous customer/patient care, displaying knowledge of the treatment approach; displayed through professional phone etiquette.
• Accurately collects all required new patient information, including complete and accurate insurance data and verifies eligibility in real-time.
• Employs persuasive communication techniques in an omni-channel approach to encourage patients to schedule appointments promptly and actively schedule appointments with patients for applicable medical services.
• Professionally communicates with attorneys, adjusters, insurance companies, and other relevant parties regarding legal patients involved in motor vehicle accidents (MVA), workers’ compensation cases, personal injury claims, etc.
• Collaborate with internal teams and external stakeholders to ensure seamless coordination and resolution of all patient cases, including legal cases.
• Checks messages, as directed, and relays responses from the provider to the patient.
• Accurately describes, in detail, the reason for the patient call in the task.
• Expedites service in situations requiring urgent attention, as determined by management.
• Efficiently utilizes available resources to accurately and efficiently process necessary flows.
• Ensures first call resolution for all applicable calls. Escalates/routes appropriate calls/tasks to proper recipient(s) for resolution.
• Maintains high level of product and service knowledge.
• Maintains minimum quality standards, as determined by the Company.
• Communicates electronically with patients/customers via online portal or other Company communication methods.
• Assists with various administrative duties.
• Checks work e-mail on a regular basis throughout the workday.
• Participate in and complete all required trainings and in-services.
• Other duties as assigned.

Minimum Qualifications: