Midi Health · 1 day ago
Clinical Support Representative (CSR)
United States
Full-time
Remote
Entry, Mid Level
$23/hr - $23/hr
2+ years expMidi Health is dedicated to transforming care for women in midlife, and they are seeking a Clinical Support Representative (CSR) to support clinical operations and care coordination. This role involves responding to patient inquiries, managing clinical workflows, and ensuring accurate documentation within the Electronic Health Record (EHR).
Health CareMedicalTherapeuticsWomen's
Responsibilities
Serve as the primary contact for inbound patient calls routed through PSRs and/or AI phone tree routing (clinical phone tree option)
Conduct outbound follow-up calls or texts related to open clinical requests as needed
Answer patient questions regarding: Prescription and pharmacy status, Prior authorization progress, Lab and imaging orders and scheduling, Referral status and coordination
Provide clear, empathetic explanations using approved scripts and workflows
Review patient charts in the EHR to understand order, prescription, and referral status
Document all patient interactions, requests, and follow-ups accurately in the EHR
Route clinical tasks to Medical Assistants, RNs, or providers according to escalation protocols
Track outstanding requests and follow up to ensure timely resolution
Follow standardized workflows to determine when to resolve, route, or escalate inquiries
Maintain strict adherence to HIPAA and PHI handling requirements
Meet defined service-level expectations for response time, documentation accuracy, and follow-through
Participate in training, QA reviews, and continuous improvement initiatives
Partner closely with Patient Service Representatives, Medical Assistants, RNs, and Practice Administration leadership
Surface recurring patient issues, bottlenecks, or workflow gaps to leadership
Qualification
Required
2+ years of experience in a healthcare contact center, medical office, or clinical operations environment
Experience working with EHR systems (Athenahealth strongly preferred)
Strong understanding of outpatient healthcare workflows (prescriptions, labs, referrals, prior authorizations). Telehealth experience preferred
Excellent verbal and written communication skills
High attention to detail and ability to follow structured workflows
Ability to work independently in a remote environment with reliable internet and a private workspace
Medical Assistant background or equivalent outpatient clinical experience
Experience supporting prior authorizations, referrals, or pharmacy coordination
Zendesk or similar contact center platform experience
Telehealth or virtual care experience
Preferred
Experience working with EHR systems (Athenahealth strongly preferred)
Strong understanding of outpatient healthcare workflows (prescriptions, labs, referrals, prior authorizations). Telehealth experience preferred
Benefits
Health, dental and vision
Paid holidays
Flexible time off
Company
Midi Health
Midi Health provides virtual care for women in midlife, offering clinician support for menopause, hormonal health, and related conditions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$152MKey Investors
Advance Venture PartnersEmerson CollectiveGoogle Ventures
2025-10-02Series C· $50M
2024-04-24Series B· $63M
2023-09-27Series A· $25M
Leadership Team
J
Jill Herzig
Chief Brand Officer, Brand Steward
Joanna Strober
Founder
Recent News
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