Customer Service Representative | Virtual Visit Facilitator

Full-time Management & Operations

The Customer Service Representative (CSR) is responsible for delivering a seamless, professional, and patient-centered virtual healthcare experience by facilitating all stages of a virtual visit—from pre-visit preparations to post-visit support. This role ensures accurate insurance verification, efficient payment processing, and effective scheduling through the client’s systems.

Key Responsibilities

Pre-Visit Support

• Access and update patient records in EPIC Book-It and RTE.
• Conduct comprehensive insurance verification via EPIC RTE, OneSource, and payer websites.
• Process co-pays and prepayments before the appointment via HelloWorld payment link.
• Send patient reminders and confirm virtual appointments using Care Connect and MyChart.
• Address patient questions regarding appointment access, billing, and insurance coverage.

In-Visit Support

• Conduct virtual ch...