Client Services Assistant
About The Position
The Client Services Assistant supports daily front-desk operations by providing clerical assistance with scheduling, patient communication, billing tasks, and filing. Typical duties include but are not limited to: Provides comprehensive administrative support in a medical office setting, including appointment scheduling, service billing, and processing required patient information forms. Prepares and maintains medical charts and records ensuring accuracy and generates daily operational reports. Assists patients by answering questions and delivering clear and timely information. Processes insurance claims and manages medication refill requests in coordination with providers. Assists with medical records requests while maintaining strict confidentiality and accuracy. Operates a multi-line phone system, routes calls appropriately, and processes patient payments. Ensures full compliance with HIPPA and FERPA regulations, safeguarding patient privacy and sensitive information. Performs other job-related duties as assigned.
Requirements
- This position requires a high school diploma and two years of full-time experience directly related to the job functions.
- Relevant, full-time experience providing data entry, typing, filing and customer service.
- Experience operating a personal computer and proficient with Microsoft Office (Word, Excel, and Outlook).
- Any appropriate combination of relevant education, experience, and/or certifications may be considered.
Nice To Haves
- Experience in a health care setting.
- Experience with Ellucian Banner software.
- Bilingual (English/Spanish).
- Knowledge of general office procedures.
- Strong interpersonal, verbal and written communication skills.
- Strong organizational skills and an ability to prioritize and complete simultaneous projects when numerous and competing demands are involved.
- Ability to operate personal computers with proficiency and learn new applications and systems.
- Ability to accurately prepare and maintain records, files, and reports.
- Ability to work successfully as both a member of a team and independently with minimal supervision.
- Ability to interact in a professional manner with staff, faculty, students, and the community in a service-oriented environment.
- Ability to think critically and make clear, well-reasoned and timely decisions.
- Ability to interpret and apply laws, regulations, policies and procedures consistently.
Responsibilities
- Provides comprehensive administrative support in a medical office setting, including appointment scheduling, service billing, and processing required patient information forms.
- Prepares and maintains medical charts and records ensuring accuracy and generates daily operational reports.
- Assists patients by answering questions and delivering clear and timely information.
- Processes insurance claims and manages medication refill requests in coordination with providers.
- Assists with medical records requests while maintaining strict confidentiality and accuracy.
- Operates a multi-line phone system, routes calls appropriately, and processes patient payments.
- Ensures full compliance with HIPPA and FERPA regulations, safeguarding patient privacy and sensitive information.
- Performs other job-related duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
