Client Service Rep

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Client Service Rep by Mind Map: Client Service Rep

1. Client interactions

1.1. Checking In

1.1.1. Checking that they are on time

1.1.2. Checking that they are with the right doctor

1.1.3. Verifying Demographic Information

1.2. Checking Out

1.3. Scheduling

1.4. Questions about services

2. Duplicate accounts

3. New Topic

4. New Topic

5. New Topic

6. Billing

6.1. Claim Data

6.2. Payment Collection

6.3. Explaning Balances

6.4. Insurance Verification

6.5. Cash tallying

7. Demographics

7.1. Contact info

7.2. Info Related to grants

7.3. Portal

8. Scheduling

8.1. Knowledge of scheduling rules

8.2. Communicating with medical team to optimize scheduling

8.3. Rescheduling

8.4. Calling to cancel appts