Medical Software Customer Service/Trainer – Entry Level

Position Summary:
This entry-level customer support role is responsible for assisting patients with login and navigation support, as well as providing general medical software assistance to clinic staff. This role also supports training initiatives and coordinates clinical messaging delivery within the EHR.

Primary Job Duties:

• Provide phone support to patients and clinic staff
• Create, review, and manage incoming service tickets
• Provide orientation training for newly hired staff on medical software
• Process and manage clinical messages within the EHR system

Minimum Qualifications:

• 2–3 years of customer service experience
• Basic computer proficiency
• Experience with Microsoft Office and Google Workspace (G-Suite)
• Ability to work independently with minimal supervision
• Strong ability to follow instructions and processes
• Comfortable working in a fast-paced, dynamic environment
• Highly self-motivated with strong organizational skills
• Ability to effectively prioritize tasks
• Strong interpersonal skills with the ability to interact positively with patients and staff
• Knowledge of and compliance with HIPAA regulations

Ideal Candidate Background:

• Medical Receptionist experience
• Lead Front Office and/or Medical Assistant experience
• Familiarity with NextGen PM and/or EHR (preferred)

Interpersonal Skills & Attributes:

• Strong attention to detail
• Collaborative, customer-focused mindset with the ability to create visible value
• Effective conflict management skills
• Ability to work both independently and as part of a team
• Excellent communication and customer-facing skills