SUMMARY: Responsible for client, referral, and scheduling duties, while providing exceptional customer service by phone and in person. Duties may include admitting new clients, managing appointment check-ins, collecting copays, and maintaining regular communication with other agency staff, doctors’ offices, and hospitals. SUPERVISORY RESPONSIBILITIES: N/A ESSENTIAL DUTIES AND RESPONSIBILITIES: The Duties and Responsibilities reflect the general details considered necessary to describe the principal functions of the job and shall not be construed as a detailed description of all related work assignments that may be inherent to the job. · Respond to clients and staff in a courteous, timely, and professional manner by phone or in person. · Accurately register and/or update all necessary client demographics screens in the EHR for new clients. · Check in clients, verify insurance benefits, verify personal information, update payors, and collect co-pays for new and existing clients. This includes telehealth or in person appointments. · Scan and save identification and insurance cards to client records including any change of information. · Prepare, label, scan and forward charts to Health Information Center after Intake. · Perform appointment reminder calls for all scheduled outpatient appointments, informing client of copays owed (if applicable) and/or balance due or credit available (if applicable), verifying that insurance information is correct and complete, and verifying that home address is correct and complete, making updates as needed. · Assist clients with their questions regarding any outstanding balances. Refer to Patient Accounts Specialist if client requires further assistance. · Manage standby or open access lists. · Maintain office area clean at all times. · Monitor and manage website, email, faxes, chat rooms and online applications to schedule and initiate services. · Process referrals for new and follow up clients. · Coordinate care of new clients with outside agencies, hospitals and providers. · Track data of client referrals within the system. · Maintain programs waitlist and report monthly · Manage web based interactions and telephone to communicate regularly with customers in regards to transferring, scheduling, rescheduling and cancelation of appointments. · Operates a telephone switching system to handle incoming calls regarding scheduling and route other incoming calls to the correct individual or department. · Perform telephone operations such as, transferring and forwarding calls, use of voice mail · Performs other duties as required by supervisor
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED