Client Services Coordinator (Intake and Billing)

Position Purpose: 

The primary objective of the Client Services Coordinator is to facilitate the coordination of care for clients, ensuring they are scheduled for therapy appointments efficiently and effectively. This role involves managing day-to-day administrative tasks such as answering phones and emails, providing billing assistance, drafting correspondence, and maintaining office organization. The Intake / Billing Coordinator is responsible for ensuring the smooth clerical functioning of the office and providing support to clients, therapists, and the administration. 

Essential Responsibilities: 

• Answer phone and email to assist with initial intake and appointment scheduling
• Answer and respond to emails in a timely manner, as this is the primary mode of communication with staff.
• Maintain a thorough understanding of electronic medical records system utilized by practice clinicians
• Insurance verifications and patient statements/account management
• Effectively communicate with patients regarding issues in billing and/or scheduling matters
• Assist billing with solutions to staff clinicians in order to solve any issues with payment from insurance companies or patients
• Oversee the coordination of schedules and office work of all office employees including interns /students.
• Correspondence between CEO and staff as needed
• Monitor office supplies and ordinating of new stationary, supplies, appliances, electronics, and furniture as needed.
• Organize and maintain the business office to keep the office clean and safe and in good working condition.
• Some social media content creation and oversight

Required Skills/ Qualifications:

• Insurance and Billing knowledge and understanding
• Proficient in Electronic Medical Record software (EHR)
• Basic understanding of clerical procedures and systems such as recordkeeping and filing.
• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent organizational skills and attention to detail.