Client Access Representative

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, abuse/neglect and fingerprint check.
• Completion of New Hire Orientation at the beginning of employment.
• All training requirements including Relias at the beginning of employment and annually thereafter.
• Current driver's license, acceptable driving record and current auto insurance.

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.

Position Perks & Benefits

Paid time off: full-time employees receive an attractive time off package to balance your work and personal life

Employee benefits package

• full-time employees receive health, dental, vision, retirement, life, & more
• Top-notch training: initial, ongoing, comprehensive, and supportive
• Career mobility: advancement opportunities/promoting from within
• Welcoming, warm, supportive: a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness.

Brightli is on a Mission

A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.

As a behavioral and community mental health provider, we prioritize fostering a culture of belonging and connection within our workforce. We encourage applications from individuals with varied backgrounds and experiences, as we believe that a rich tapestry of perspectives strengthens our mission. If you are passionate about empowering local communities and creating an environment where everyone feels valued and supported, we invite you to join our mission-driven organization dedicated to cultivating an authentic workplace.

• We are an Equal Employment Opportunity Employer.
• Burrell Behavioral Health is a Smoke and Tobacco Free Workplace.