About The Position

The Client Access Representative position offers a supportive workplace culture and a comprehensive benefits package. This role is responsible for managing the client intake process, including scheduling, payment collection, and maintaining client records. The position requires excellent customer service and organizational skills, with the ability to manage multiple tasks in a dynamic environment.

Requirements

  • High school diploma or GED required.
  • Excellent oral, written, and interpersonal communication skills required.
  • Strong customer service orientation skills.
  • Ability to multi-task while being a team player.
  • Excellent organization skills.
  • Excellent typing skills and ability to work with a computer.
  • Reliable transportation to get to the area assigned.
  • Successful completion of background check including criminal record, driving record, abuse/neglect and fingerprint check.
  • Completion of New Hire Orientation at the beginning of employment.
  • Completion of all training requirements including Relias at the beginning of employment and annually thereafter.
  • Current driver’s license, acceptable driving record and current auto insurance.

Nice To Haves

  • Previous customer service experience preferred.

Responsibilities

  • Arrive clients to the clinician practice, which includes greeting the client, verifying personal information, method of payment, and insurance, collecting co-payment when applicable, entering information into the computer system, and providing requested information.
  • Schedule clinicians’ appointments and obtain clients' benefits and eligibility.
  • Handle no-show appointments, bumps, and cancellations according to established processes.
  • Address and resolve problems that occur during client visits with clients, families, and/or staff.
  • Provide leadership with insights into clinician office practice services.
  • Request, prepare, and ensure the completeness of client health records.
  • Collect and process payments, issue receipts, and follow appropriate paperwork to record transactions.
  • Compare daily cash amounts against daily transactions to ensure records balance.
  • Verify and coordinate client referrals.
  • Effectively utilize all appropriate applications of Electronic Medical Records.
  • Answer phone systems, handle or direct calls appropriately, and place calls as requested by leadership.
  • Effectively manage dynamic, potentially stressful client encounters.
  • Maintain the general appearance of the waiting room or reception area.
  • Maintain working knowledge of all office equipment, including fax machines, copiers, and phones.
  • Participate in service monitors and quality improvement programs.
  • Use excellent guest relations skills in all interactions with clients, visitors, and staff.
  • Perform additional duties and projects as assigned by leadership.

Benefits

  • Employee Assistance Program – 24/7 counseling services, legal assistance, & financial consultation for you and your household at no cost
  • Paid time off: full-time employees receive an attractive time off package to balance your work and personal life
  • Employee benefits package: full-time employees receive health, dental, vision, retirement, life, & more
  • Top-notch training: initial, ongoing, comprehensive, and supportive
  • Career mobility: advancement opportunities/promoting from within
  • Welcoming, warm, supportive: a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness.
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