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