Client Services Representative

About This Role

As a Client Services Representative, you will manage medical records, perform clerical work, educate clients, and support the clinical services team at a veterinary hospital. This role requires practical knowledge of hospital procedures and patient treatment protocols, ensuring high-quality client and patient-centered service.

Responsibilities

• Acknowledge and cheerfully greet clients and visitors professionally and timely
• Register and check-in new and returning clients and patients, processing all required intake and discharge paperwork
• Triage emergency cases appropriately and send follow-up communication
• Schedule follow-up, reschedule, and cancel patient appointments using Cornerstone
• Handle all financial transactions, reconcile client files, and audit invoices prior to discharge
• Offer alternative payment options like Care Credit and AMC payment plans, explaining terms to clients
• Communicate ongoing projects efficiently from shift to shift and co-worker to co-worker
• Assist patients in getting medications refilled
• Maintain confidentiality, security, and physical safety of all patient medical records, including collecting, scanning, processing, maintaining, storing, retrieving, and distributing records
• Maintain the client services area and clinic reception area in accordance with safety and infection control guidelines

Requirements

• Basic knowledge of office procedures and machines
• Proficient knowledge and competency of MS Office (especially Outlook)
• Excellent telephone skills
• Previous veterinary receptionist experience

Qualifications

• High School diploma or equivalent; College degree preferred

Nice to Have

• College degree

Skills

* Required skills

Benefits