Citizen Advocates, Inc. · 12 hours ago
CUSTOMER SUPPORT REPRESENTATIVE
Ogdensburg, NY
Full-time
Onsite
New Grad, Entry Level
$17/hr - $22/hrCitizen Advocates, Inc. is seeking a Customer Support Representative to serve as the first point of contact for clients. The role involves conducting intake activities, maintaining clinic operations, and ensuring a friendly and professional atmosphere for clients.
Addiction TreatmentFitnessHealth CareHospital
Responsibilities
Conduct all intake activities for clients presenting at window, per intake procedures. Always verify and update information as applicable
Refer client to insurance CSR as appropriate
Responsible for entering all data into Netsmart immediately and accurately
Collect any co pay due for that day's service as well as any outstanding balances in accordance with agency policies and procedures for fee schedules and collection. Log this amount on the deposit tracking sheet
Open new screenings in Netsmart for all new clients
Responsible for indicating client arrival on HER
General continuous observation of waiting room for safety and environment
Schedule all follow up appointments in accordance with clinician recommendation, ensuring clients are receiving no more than recommended appointments in advance
Refill the supply of new client paperwork packets
Process clinician work order requests, if applicable
Follow all federal and state confidentiality laws re: HIPAA and CFR42
Maintain clean equipment and uncluttered, safe, functional and effective work area
Triage all incoming calls immediately and evaluate if crisis or standard call. Transfer call when appropriate to correct department or begin the process of helping caller with need (such as scheduling/intake process etc.)
Assist with continual review of the schedule to back fill and work the therapist need sooner list
Complete all training required (Relias website) to perform any CSR duties
Develop and maintain constructive and cooperative working relationships with all CABHS staff
Transfer phones at end of shift to answering service (Malone/Saranac Lake clinic) providing accurate information to call center each night, if applicable
Prepare daily deposit
Scanning and attaching documents into Netsmart
Assist in all other customer support duties as needed or directed by supervisor
Respond to messages with the answering service
Qualification
Required
High school diploma or equivalent
Conduct all intake activities for clients presenting at window, per intake procedures. Always verify and update information as applicable
Refer client to insurance CSR as appropriate
Responsible for entering all data into Netsmart immediately and accurately
Collect any co pay due for that day's service as well as any outstanding balances in accordance with agency policies and procedures for fee schedules and collection. Log this amount on the deposit tracking sheet
Open new screenings in Netsmart for all new clients
Responsible for indicating client arrival on HER
General continuous observation of waiting room for safety and environment
Schedule all follow up appointments in accordance with clinician recommendation, ensuring clients are receiving no more than recommended appointments in advance
Refill the supply of new client paperwork packets
Process clinician work order requests, if applicable
Follow all federal and state confidentiality laws re: HIPAA and CFR42
Maintain clean equipment and uncluttered, safe, functional and effective work area
Triage all incoming calls immediately and evaluate if crisis or standard call. Transfer call when appropriate to correct department or begin the process of helping caller with need (such as scheduling/intake process etc.)
Assist with continual review of the schedule to back fill and work the therapist need sooner list
Complete all training required (Relias website) to perform any CSR duties
Develop and maintain constructive and cooperative working relationships with all CABHS staff
Transfer phones at end of shift to answering service (Malone/Saranac Lake clinic) providing accurate information to call center each night, if applicable
Prepare daily deposit
Scanning and attaching documents into Netsmart
Assist in all other customer support duties as needed or directed by supervisor
Respond to messages with the answering service
Preferred
Work with mental health or substance use populations preferred
Company
Citizen Advocates, Inc.
Citizen Advocates, Inc.
Founded in 1975
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$7.43MKey Investors
New York State
2023-02-15Grant· $7.43M
Leadership Team
James D. Button
President & Chief Executive Officer
Krista Bartlett
Chief Human Resources Officer
Recent News
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2025-10-04
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2025-06-13
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