Description
CSR JOB DESCRIPTION
Provide general office support for the veterinary practice. The Customer Service
Representative (CSR) is responsible for a variety of clerical tasks including greeting
clients / patients, appointment scheduling, preparing medical records, answering and
directing incoming phone calls, presenting and processing financial options, and
processing and balancing financial payments. Strong customer service skills are crucial
as the CSR is the initial contact for customers. They provide the first and last impression of each client’s visit to our hospital.
EDUCATION AND EXPERIENCE
- Preferred : 2yrs of previous veterinary office experience
- Required : High School graduate or equivalent
Specific Duties
Maintaining a professional, cheerful, and helpful attitude when interacting with clients.Contact clients to confirm appointments or making sure they have been contacted and reminded of appointments, providing clients with any information or instructions they will need prior to their appointment (fasting / covid). Making sure all documents are received from Referring Vets. If it’s an anesthesiologist appt-making sure that, that doctor is notified with documentation of patients.Welcome clients and patients to the hospital, check in patients using process defined in CSR manual, and provide for client and patient comfort while in the reception area. Monitor the length of time clients are waiting, and appropriate handle situations where there is an extended wait.Use veterinary management software to schedule appointments. Schedule appointments in accordance with hospital guidelines according to the type of visit.Use computer system to accurately enter and retrieve records and reports, enter fees and charges, and maintain the database. Generate call back reports, appointment lists, and other reports using computer system as directed.Prepare client records according to established protocols in advance of clients’ arrival. Complete required forms, such as new patient form, check in sheet, and obtain all necessary information.Accept payments from clients. Accurately process cash, checks, and charge card payments.Assist other team members in keeping public areas clean and odor-free. MinimumKNOWLEDGE AND SKILLS
Proficient in Microsoft Office software (i.e. Word, Excel, PowerPoint, Outlook)Must be able to learn various veterinary software applicationsProficient operation of various office equipment (copier, scanner, fax machine)Effectively manage multi-line phone systemEffective interpersonal communication skillsEffective in multi-tasking (prioritizing and accomplishing tasks)Effectively handle stressful situationsMaintain a positive work environmentExcellent verbal and written English communication skillsExcellent organizational skillsThe ability to work collectively with team membersKnow basic veterinary terminologyCommunicate in a clear, concise, understandable mannerPHYSICAL DUTIES AND RESPONSIBILITIES
Frequently is required to Lift and / or carry objects up to 40 pounds from floor leveland above
The ability to work in a stationary position at a computer for long periods of timeThe ability to stand, walk, stoop, bend, twist, kneel, crouch, and climb for longperiods of time
Must be able to grasp, hold, and manipulate objectsPossess vision abilities to detect, observe and assess, including close, distance,color, and peripheral vision, as well as depth perception and the ability to adjustfocus
Potential for exposure to zoonotic diseasesREPORTING RELATIONSHIP
Reports to : CSR Manager and / or Practice ManagerNothing in this Job Description restricts management’s right to assign or reassign dutiesand / or responsibilities at any time
Compensation negotiable based on credentials and experience with a hourly pay range from $22-$29 hour. The actual rate offered will carefully consider a wide range of factors, including your skills, qualifications, experience, and location.