Customer Service Agent - Medical/Ophthalmology
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- Cebu City, Cebu
- Permanent
- Full-time
- Patient Intake & Call Handling
- Receive inbound intake calls from patients, providers, and referral sources.
- Conduct outbound (OB) calls as needed — including appointment reminders, follow‑ups, and patient outreach.
- Greet and assist patients in a professional, courteous manner via phone and in person.
- Documentation & Note‑Taking
- Accurately document call details, patient concerns, and next steps in the patient record system.
- Ensure notes are clear, concise, and follow organizational standards.
- System Use & Communication Tools
- Use RingCentral (phone system) to manage queues, transfers, voicemails, and call routing.
- Navigate practice management/EHR software — including Modernizing Medicine (or similar platform) — to log patient information, appointment data, messages, and call summaries.
- Collaborate with clinical and administrative staff to relay messages and follow up on patient needs.
- Patient Experience & Support
- Provide accurate information about services, visit preparation, and office policies.
- Assist with appointment scheduling, rescheduling, and confirmations.
- Escalate clinical or urgent concerns to the appropriate team members.
- Minimum 2 years customer service experience, preferably in healthcare, ophthalmology, medical office, or clinical contact center.
- Excellent verbal and written communication skills.
- Comfortable using phone systems (RingCentral preferred) and electronic patient record systems (experience with Modernizing Medicine or similar practice software is a plus).
- Familiarity with insurance verification and pre‑authorization process.
- Experience with additional communication or CRM systems
- Strong note‑taking, multitasking, and follow‑through skills.
- Friendly, patient‑focused, and able to handle sensitive health information with confidentiality and empathy.
- Collaborative mindset with the ability to work well across departments.
- Competitive compensation and benefits package