Clinical Support Representative (CSR): 🤝🩺
The Clinical Support Representative (CSR) works within our CX - Practice Administration team and serves as a patient-facing contact center role dedicated to supporting clinical operations and care coordination during business hours. This role responds to inbound patient calls and conducts outbound follow-ups related to prescriptions, prior authorizations, lab and imaging orders, referrals, and other clinical workflow questions.
Clinical Support Representatives work directly within the Electronic Health Record (EHR) to review patient charts, understand the status of clinical orders and prescriptions, document patient interactions, and route requests to the appropriate clinical teams. While CSRs do not provide medical advice or perform licensed clinical tasks, they play a critical role in ensuring patients receive timely, accurate information and that clinical requests are properly documented and escalated.
This job is “HOT”: 🔥
This role serves as a key operational bridge between patients and Medical Assistants, RNs, and providers—reducing clinical inbox volume, improving response times, and enhancing the overall patient experience.
Business impact: 📈
Patient Communication & Support
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.
Clinical Coordination (Non-Clinical)
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.
Workflow, Compliance & Quality
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.
Collaboration
Partner closely with Patient Service Representatives, Medical Assistants, RNs, and Practice Administration leadership.
Surface recurring patient issues, bottlenecks, or workflow gaps to leadership.
Scope Of Work & Guardrails: 🛡️📋
Clinical Support Representatives:
Do not provide medical advice or clinical interpretation.
Do not modify treatment plans, prescriptions, or orders.
Follow defined escalation protocols for all clinical decision-making.
What you will need to succeed: 🌱
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.
Hours: This role works Monday through Friday, 9:30AM - 6pm PST (*includes a 30min unpaid lunch)
What we offer: 💼 ✨
$23 /hr
100% remote work environment.
Desirable benefits package, including:
Health, dental and vision
Paid holidays
Flexible time off
The interview process will include: 📚
Recruiter Screen (30 min)
Hiring Manager Screen (30 min)
Team Interviews (30 min)
Final Interview
At this time, Midi is unable to provide visa sponsorship. All Candidates must be authorized to work in the United States without current or future sponsorship needs.
Please note that all official communication from Midi Health will come from an @joinmidi.com email address. We will never ask for payment of any kind during the application or hiring process. If you receive any suspicious communication claiming to be from Midi Health, please report it immediately by emailing us at [email protected].
Midi Health is an Equal Opportunity Employer. We are committed to pay equity and ensure that all qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Our compensation philosophy is based on fair, objective criteria and the impact of the role, regardless of an applicant’s salary history.
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Top Skills
What We Do
Meet Midi: The only virtual care platform focused on female midlife health. Our care is designed by world class experts in perimenopause, menopause, and more. Everything we do serves our mission—to help women feel strong and healthy through a critical chapter of their lives and careers. We take a holistic approach to improve the symptoms of midlife hormone change, based on every woman’s health history, lifestyle, and genetics. Our customized Care Plans include: - Prescription hormonal and non-hormonal medications (including HRT) - Lifestyle coaching and wellness therapies - Supplements and botanicals - Specialized care paths for cancer survivors and those at risk Midi visits and prescriptions are covered by most PPO insurance plans. We also integrate with employers and the entire benefits ecosystem to offer a fully-reimbursed medical program, because we believe great care should be accessible AND affordable.
