Service Representative - Stuart
Company: New Horizons of the Treasure Coast, Inc.
Posted on: May 3, 2021
Performs and provides clerical, financial, clinical and
administrative support services. Ability to multi-task and handle
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
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
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
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
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
2.3 Maintains awareness of the location of facility medical
records at all times. Utilizes CMHC tracking system to log location
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
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
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
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
7.0 Performs other duties as requested.
7.1 Miscellaneous duties are performed according to
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
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