• Customer Service Representative

    Job Type PT>20
    Job ID
    Job Location(s)
    Job Post Information* : External Company URL
  • Overview

    EXOS helps people perform at a high level so they can achieve what matters most to them. Since our founding in 1999, we’ve become a leader in proactive health and performance, trusted by more than 150 clients, including corporations, academic institutions, health systems, sports organizations, the U.S. military, community centers, and residential communities. With award-winning facilities and spaces, technology, equipment, and services, EXOS connects people to the solutions they need and provides individualized plans based on time-tested fundamentals and research in order to help people take control of their health and performance.


    EXOS takes a unique approach to fitness center design, facility management, and training technology to create welcoming environments that facilitate healthy lifestyles. From business planning to operations, we use our decades of experience to drive member acquisition, engagement, and retention. We know that the more engaging and effective a fitness center is, the more success it will have. It’s all about providing members with a positive experience and the tools they need to accomplish their goals. 


    We are looking for a high-energy Customer Service Representative (CSR) to be responsible for professionally assisting customers with scheduling, inquiries, providing information, identifying customer needs and effectively building a relationship with our referrers, patients and their families.


    The CSR will schedule and confirm appointments, greet & register patients, answer phones, ensure accurate patient insurance information, explain billing procedures, prepare/file patient charts, process notes and medical records and assist with financial recording and statistical reporting.


    Essential Daily Functions:

    • Maintain daily scheduling and confirmation of patient appointments
    • Respond to heavy volume of incoming calls for appointments and other requests
    • Greet and check-in patients when they arrive to our clinics
    • Complete patient required forms, obtain necessary signatures and documents, asks for preferred information upon check-in, and accurately enter the patient information for registration
    • Ensure all insurance information is obtained, up-to-date and policy benefits verified; copy insurance cards
    • Explain billing policy & procedures, individual’s insurance coverage and possible patient financial responsibilities
    • Prepare and file patient charts in appointment time order prior to patient’s appointments for the next day
    • Routinely check fax machine for referrals and ensure they are filled out properly
    • Obtain physician privileges correctly and on a timely basis
    • Check charts for drop off’s and expired certifications
    • Copy and file all notes, answer all requests for medical records that are sent to our office and send to Medical Records, send notes to M.D., fax Plan of Care’s to referring M.D.
    • Keep patient log book updated and accurate and document all communication with patients
    • Assess customer needs and provide clear, accurate instruction and service information
    • Attempt to resolve complaints in the first instance while recognizing the need to notify supervisor if the situation becomes too difficult
    • Keep packets, charts and copies of all forms readily available
    • Coding all bills and forwarding them to Accounting/Business Office for payment


    Beginning of Month:

    • Register all recurring patient’s
    • Re-Enter all Diagnosis Codes, Authorizations and E/E comments
    • Check for drop off’s
    • Send Worker’s Compensation notes to the Business Office by the 5th of the month
    • Send the Face sheets of MVA patient’s that have been re-registered to the Business Office


    End of Month:

    • All Medicare Value codes must be entered by the last business day of the month
    • All Worker’s Compensation Value codes must be entered by the last business day of the month
    • Ensure all corrections are completed by the 5th of the following month


    Secondary Functions & Duties

    • Requisition of office and clinic supplies and process invoices
    • Balance daily money and receipts, ensure accuracy, if applicable


    Education and Experience:

    • High School Diploma
    • 1-2 years’ experience in a health care provider office


    Skills and Core Competencies:

    • Keeps track of progress towards goals, ensures standards are being met, and takes action when variances from plans or standards are identified
    • Wants to help customers (internal & external) and seeks to provide them with a service which meets or exceeds their needs
    • Able to express ideas and information clearly (oral or written), to gather information and to hear what others are saying and understanding what they mean
    • Able to present a point of view and gain agreement with others
    • Takes action and seizes opportunities before being directed by others or overtaken by events
    • Presents self in a way that creates a good impression
    • Keen to learn new knowledge and skills to develop their own capability and effectiveness


    Work Environment and Physical Demands:

    • Possess the emotional stability to function effectively under stress and to adapt to an environment that may change rapidly without warning and/or in unpredictable ways
    • Requires being in a stationary position for long periods of time and positioning one’s self to bend or stoop
    • Minimal to daily travel time may be required

    We are an equal opportunity employer

    EXOS is proud to be an affirmative action / equal opportunity employer. All qualified applicants will receive consideration without regard to race, creed, gender, marital status, sexual orientation, citizenship status, color, religion, national origin, age, disability, veteran status, or any other status protected under local, state, or federal laws. EXOS provides reasonable accommodation to employees and applicants for employment who have disabilities. You may request reasonable accommodation, in writing, by reaching out to our People Operations department at  : 


    Attention : People Operations, Accommodations

    2629 E. Rose Garden Ln. 

    Phoenix, AZ 85050


    Learn more here:


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