Customer Service Representative- Intake

We are seeking a friendly, detail-oriented Customer Service Representative (CSR) to serve as the first point of contact for our patients, caregivers, referral sources, and commercial customers.

In this role, you’ll handle customer inquiries, process orders, coordinate services, and ensure accurate documentation while delivering exceptional customer service in a fast-paced healthcare environment.

• Serve as the initial point of contact for customers in person, by phone, and occasionally online
• Receive, qualify, and process customer orders accurately and efficiently
• Enter and maintain patient demographic, referral, physician, diagnosis, and insurance information
• Answer phones professionally and gather complete order details
• Assist patients with equipment, supply, and service selection and provide basic instruction
• Coordinate deliveries, setups, and equipment pick-ups
• Prepare and manage delivery tickets, prescriptions, and required documentation
• Maintain organized and compliant patient records
• Greet walk-in customers and assist with retail sales and intakes
• Collect co-pays, deductibles, or full payments and process transactions accurately
• Respond to customer inquiries and assist with resolving service concerns