Client Access Representative

Job Description

Job Summary

A Client Access Representative is responsible for performing complex/multiple clerical support functions within clinician office practices having a high volume of public contact with clients/patients. The Client Access Representative is responsible for providing excellent customer service while consistently meeting or exceeding the department goals and expectations. Due to the volume and type of services being provided, there exists the potential for highly stressful and challenging encounters.

Essential Job Functions

The Client Access Representative is responsible for the overall process of scheduling clients, collection of payment and maintaining current and updated client paperwork.

Duties also include but are not limited to the following

• Arrive clients to the clinician practice. This process includes greeting the client, verifying all personal information (address, telephone, etc.), verifying method of payment, verifying insurance, collecting co-payment when applicable, entering necessary information into the computer system, and providing any requested information to clients.
• Schedule clinicians' appointments and obtain the clients benefits and eligibility.
• Bump, cancel and handle no-show appointments according to the established process.
• Work with clients, families and/or staff in handling and resolving problems that occur during the course of visit.
• Provide leadership with perception of clinician office practice services.
• Request, prepare and ensure the completeness of the client health record.
• Collect and make change for payments received, complete receipt for client, and follow appropriate paperwork to record transaction.
• Compare daily cash amounts against daily transactions in order to ensure that records balance.
• Verify and coordinate client referrals.
• Effectively utilize all appropriate applications of the Electronic Medical Records.
• Answer phone system, handle and/or direct call to appropriate area; place calls as requested by leadership.
• Effectively manage dynamic, potentially stressful client encounters.
• Maintain the general appearance of the waiting room or reception area; straighten magazines, chairs and other light furniture.
• Maintain working knowledge of all office equipment, fax, copiers, phones, etc.
• 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.
  
  

Knowledge, Skills, And Abilities

• Receives minimal instruction on day-to-day work and receives general instruction on new assignments.
• Excellent oral, written and interpersonal communication skills required.
• Must have strong customer service orientation skills.
• Able 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.
  
  

Experience And Education Qualifications

• High school diploma or GED required.
• Previous customer service experience preferred.
  
  

Supervisory Requirements

• None
  
  

Employment Requirements

• Successful completion of background check including criminal record, driving record and abuse/neglect.
• Requires drivers of licensed company vehicles and those using their own vehicles for business purposes have the appropriate driver's license, insurance coverage, and meet the auto liability carrier's driver's criteria.
• Completion of New Hire Orientation at the beginning of employment.
• All training requirements including Relias Learning at the beginning of employment and annually thereafter.
  
  

Physical Requirements

• ADA Consideration - Sedentary work: Exerting up to 10 pounds of force occasionally (exists up the 1/3 of the time) and/or a negligible amount of force frequently (exists 1/3 to 2/3 of the time) to lift, carry, push, or pull, or otherwise move objects, including the human body. Repetitive movements of hands, fingers, and arms for typing and/or writing during work shift.
• Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
  
  

We are an Equal Opportunity and Affirmative Action Employer, and encourage applications from all qualified individuals without regard to race, color, religion, sex, gender identity, gender expression, sexual orientation, national origin, age, marital status, disability or veteran status, or to other non-work related factors.

Burrell is a Smoke and Tobacco Free Workplace.