Client Specialist, CSS

• (3165824)

GENERAL SUMMARY/ OVERVIEW STATEMENT:
Receiving general direction from the Director, and working closely with Client Liaisons, the Client Specialist is responsible for providing general operational and patient intake assistance to CISS patients, both domestic and international, in a discrete manner. Serves as an initial point of contact, by phone, e-mail or in person. The incumbent is often the “bridge” to clinical areas to facilitate optimal scheduling and condensed itineraries for patients. Embodies service excellence, both in person and otherwise. Assists in arranging complex patient schedules, including travel/transportation itineraries and ensures timely communication with patients and/or their designees. Ensures that both clinical and non-clinical needs of CISS patients are met.

PRINCIPAL DUTIES AND RESPONSIBILITIES:
Serves as an initial point of contact for CISS patients calling, e-mailing or in person, per pre-established guidelines. Assesses and handles request or triages patients to the appropriate liaison, as necessary.

Handles routine and urgent care requests, including International medical walk-in patients. Consults with CISS clinical staff, as necessary.

Acts independently and quickly, seeking creative solutions to solving patients’ or other customers’ needs.

Assists with coordinating 2nd opinion requests via a third-party vendor and Mass General Physicians

Provides cross-coverage for other CISS staff; specifically, back-up assistance to Client Liaisons, as needed.

Registers and/or updates patient registration in the EPIC system for CISS patients.

In coordination with the Client Liaisons, provides regular communication to patients and/or their designees regarding the status of their requests in a timely manner.

Collects and transports medical records and films to appropriate practices, as necessary.

Assists in escorting patients to different facilities throughout the entire MGH downtown campus

Assists in scheduling and organizing all non-clinical needs of the CISS patients and/or their families; including but not limited to arranging hotel reservations, air travel, private transport, dinner reservations, personal shopping appointments and providing detailed, often complex directions

Assists with maintaining a database of local hotels/accommodations, agencies, restaurants and tour companies in our CRM database

Maintains and updates CRM database (Salesforce) on current and prospective clients. Assists with growing and maintaining a database of referral sources.

Updates CRM database with downloads from client companies, referral entities, and marketing activity.

Ensures that demographic information and call tracking is current and per pre-established guidelines set for the CRM database.

Assists with on-boarding new patients or members, including creation and distribution of personalized electronic membership materials, as necessary.

Maintains a supply and distributes as appropriate, preassembled marketing materials for all programs

Makes copies/scan of medical records and other correspondence and reports for patients and their providers. Often adding to the Epic system.

Assists with service recovery, as needed, and escalates the issue to a member of the leadership team when the service recovery is out of this individual’s scope

Handles sensitive information in a confidential, professional manners.

Performs other duties or special projects that are Department specific and that are appropriate to this level of position.

Seeks and promotes MGB alignment for all international activity related projects.

SUPERVISORY RESPONSIBILITY (authority to hire, promote, or terminate):

Not Applicable

FISCAL RESPONSIBILITY:
No formal budgetary responsibility but must exhibit fiscal responsibility

WORKING CONDITIONS:
Office environment. Must be able to walk between Mass General buildings for meetings, dropping off records and/or escorting patients

SKILLS & COMPETENCIES REQUIRED:
Arabic, Chinese (Mandarin), or Spanish language skills strongly preferred.

Excellent customer service skills.

Outstanding communication skills in all formats- phone, electronic, in-person.

Proven ability to handle sensitive information in a discrete manner.

Proven ability to work independently and as part of a team.

Proven ability to perform well under pressure and in an ever-changing environment.

Demonstrated facility with Microsoft Office and other desktop applications. EPIC familiarity highly desirable.

Ability to work independently, multi-task, and deliver polished, professional outputs of outstanding quality in a timely manner and with minimal supervision;

Ability to learn and understand medical terminology and organizational departments and divisions to effectively collaborate with CISS clinical colleagues and schedulers to facilitate the appropriate medical appointments.

Ability to be organized and flexible in an environment that requires continuous monitoring and rearranging of priorities while meeting critical customer service expectations and other deadlines.

Demonstrated cross-cultural sensitivity and ability to build relationships with colleagues and patients from different domestic and international locales and various educational backgrounds, usually virtually or remotely.

Demonstrated poise under pressure and professional demeanor.

LICENSES, CERTIFICATIONS, and/or REGISTRATIONS:
Not Applicable

EDUCATION:
Minimum Required:
High school diploma, GED or equivalent

Certificate

Some college or Associate’s Degree

Bachelor’s Degree

Master’s Degree

Doctoral Degree

None required

Preferred:
High school diploma, GED or equivalent

Certificate

Some college or Associate’s Degree

Bachelor’s Degree

Master’s Degree

Doctoral Degree

Other:
Field of Study/Additional Specialized Training: Business degree preferred

EXPERIENCE:
Required:
Bachelor’s degree plus a minimum of 1 year of related experience in healthcare or a professional office setting OR high school diploma plus 3 years of related experience in a healthcare or professional office setting.

Preferred:
Written and spoken fluency in a language other than English

EEO Statement

Massachusetts General Hospital is an Equal Opportunity Employer. By embracing diverse skills, perspectives and ideas, we choose to lead. Applications from protected veterans and individuals with disabilities are strongly encouraged.

Primary Location MA-Boston-MGH 101 Merrimac

Work Locations MGH 101 Merrimac 101 Merrimac Street Boston 02114

Job Customer Service

Organization Massachusetts General Hospital(MGH)

Schedule Full-time

Standard Hours 40

Shift Day Job

Employee Status Regular

Recruiting Department MGH Center for Specialized Service

Job Posting Aug 17, 2021