PalmBeachRecruiter Since 2001
the smart solution for Palm Beach jobs

Service Representative - Stuart

Company: New Horizons of the Treasure Coast, Inc.
Location: Stuart
Posted on: May 3, 2021

Job Description:


Performs and provides clerical, financial, clinical and administrative support services. Ability to multi-task and handle multi-phone lines.


1.0 Responsible for the coordination of initial client contacts and the related intake processes. Demonstrates consistency in performing this task from one office to another.
1.1 Receives inquiries and requests for services; relays appropriate and accurate information regarding Agency services.
1.2 Responds to walk-ins and telephone contacts in a timely manner.
1.3 Arranges appointments with the appropriate direct service providers vis--vis the appointment setter; appointment cards are provided to each client presenting face to face.
1.4 Requests and obtains as much general, financial, and insurance information from the client and/or family as possible.
1.5 Ensures the completion of the registration paperwork. Establishes client fees and relays this information to the client and/or family.
1.6 Ensures that all required information on the Client Registration Form is complete and accurate.
1.7 Maintains client information until initial appointment.
1.8 Prepares SAL at the time of initial appointment and forwards ticket and file to the appropriate service provider.
1.9 Enters all demographic and financial information into the CMHC system.
1.10 Enrolls client into Agency and RU's.
1.11 Discharges clients from RUs when services are completed.
1.12 Maintains a log of clients waiting for services.
1.13 Exercises good judgment in seeking advice from supervisor in circumstances where schedule cannot accommodate client needs in a timely manner.

2.0 Assembles and maintains client medical records.
2.1 Checks for completeness of required paperwork, i.e., Authorization for Treatment, Fee Agreement, Authorization for Release of Information etc.
2.2 Maintains medical records in appropriate organizational and sequential order.

2.3 Maintains awareness of the location of facility medical records at all times. Utilizes CMHC tracking system to log location medical records.
2.4 Routinely calls for and obtains inactive medical records prior to assigning new chart numbers.
2.5 Documents on Report of Contact all client related information obtained or actions taken.
2.6 Processes requests for information in accordance with Agency Confidentiality and Medical Records Policies and Procedures.

3.0 Performs a wide variety of typing and word processing assignments.
3.1 Consistently completes all typing and word processing assignments accurately; final copies have been corrected for spelling and grammar, and are presented in an attractive and easy to read format.
3.2 Consistently demonstrates through knowledge of English grammar, punctuation, and composition in the preparation of correspondence, reports, and other documents.

4.0 Shares responsibility for office reception functions.
4.1 Receives, greets, and directs visitors and staff; is pleasant and courteous at all times.
4.2 Offers assistance and provides direction to visitors and staff in concise and informative manner.

5.0 Assist in financial planning, obtaining insurance intakes, insurance verification and authorization.
5.1 Verifies insurance coverage and documents information secured on Agency Insurance Verification Form, transfers information into CMHC as needed.
5.2 Calls insurance companies for extended authorizations when needed.
5.3 Demonstrates proper usage of the Envoy machine.
5.4 Routinely checks Medicaid cards for current status.
5.5 Forwards copies of Insurance verification Form to the Business Office as required on a consistent basis.

6.0 Provides coverage for incoming telephone calls.
6.1 Always demonstrates good judgment in screening and/or routing calls.
6.2 Always takes accurate messages and relays appropriate information in a timely manner.
6.3 Receives, places, and transfers calls in a tactful and professional manner.

7.0 Performs other duties as requested.
7.1 Miscellaneous duties are performed according to instruction.


AA Degree plus 2 years experience performing varied secretarial and clerical activities. Progressively responsible experience may substitute for degree requirement. Experience in a healthcare office preferred. Must be computer literate with data entry and customer service skills. Must have ability to multi-task and handle multiple phone lines.

Job Posted by ApplicantPro

Keywords: New Horizons of the Treasure Coast, Inc., Palm Beach , Service Representative - Stuart, Other , Stuart, Florida

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Palm Beach RSS job feeds