Bluebonnet Trails Comm MH/MR Ctr
Customer Service Representative
Hiring Timeframe
2-4 Weeks
Experience
Intermediate-level
Location
On-Site
Benefits
401(K) Matching
Dental Insurance
Health Insurance
Paid Time Off
Vision Insurance
Job Description
Provide comprehensive clerical and administrative support across integrated behavioral health, medical, and dental clinics. Working in collaboration with office leadership and support teams, this role handles front-desk reception, appointment scheduling, patient demographic updates, financial assessments, insurance verifications, and general office/vehicle maintenance to ensure a smooth, client-centered care environment.
Job Responsibilities & Requirements
Key Responsibilities:
- Patient Intake & Financial Processing: Meet with clients to perform initial and annual financial reviews; verify insurance coverage; determine client fee responsibilities; manage insurance authorizations; and establish payment agreements for past-due balances according to center policy.
- Reception & Scheduling: Manage appointment scheduling; deliver responsive customer service; update demographic and financial data in the electronic health record (EHR); and scan clinical documents into electronic charts.
- Clinic Operations & Administrative Support: Assist with office equipment and vehicle maintenance; maintain supply inventories and preassembled intake packets; compile EHR reports; handle correspondence; transport clients as assigned; and support special administrative projects.
Requirements:
- Education: High School Diploma or GED required.
- Licensing: Valid Texas driver’s license with an approved driving record maintained throughout employment.
- Language: Must be fluent in English.
- Core Competencies: Ability to navigate EHR systems and data entry; strong organizational skills; ability to follow oral/written instructions; composure in fast-paced, crisis-oriented environments; strong team collaboration across multidisciplinary units.
Preferred Qualifications:
- Prior front-desk or administrative experience in a person-centered medical clinic, hospital, or Local Mental Health Authority (LMHA) setting.
- Hands-on experience conducting financial assessments and working with commercial/government insurance verification processes.