Client Benefits Specialist

General Responsibilities

• Answer multi-line phones and either direct the caller to the appropriate party or handle the caller’s needs yourself.
• Greet patients upon arrival, sign them in and obtain insurance information and any other necessary data.
• Provide patients with intake and new patient forms as well as copies of our office policies and legally required documents.
• Assign clients to the appropriate counselor or resident (in cooperation with the Clinical Director).    Prepare correspondence for each new client prior to initial appointment.
• Schedule appointments in CarePaths for new and recurring patients based on counselor, resident and intern availability.
• Responsible for uploading appointments to Tavoca for electronic reminder of upcoming appointments.
• Record information from initial intake, client paperwork and billing forms into CarePaths.
• Maintain hard copy patient records as well as the files stored in our EHR (CarePaths).
• Process payments from patients for co-pays and uninsured visits and print receipt for customer.
• Prepare discharge correspondence and manage each client file in preparation for utilization review.
• Receive and route mail, phone calls and office visitors.
• Assist with operations responsibilities, e.g., prepare bank deposit and record credit receipts.
• Responsible for waiting room and front desk cleanliness during office hours.  Works with staff to maintain overall office appearance and cleanliness.
• Gather requested information for records requests and forward to Administrative Director for auth release.
• Provide patients with support and guidance as needed.
• Assist Executive Director, Administrative Director, Clinical Director and Therapists as needed.

Billing & Insurance Responsibilities

• Verify insurance benefits for all new clients and record benefit information on the “Record of Services” in the new client file.
• Responsible for daily verification of MA benefits.
• Setup insurance benefits or client assistance funding in CarePaths
  • Obtain and enter initial authorizations
  • Enter ongoing authorizations provided by insurance companies or EAP
  • Update any client insurance changes in both the client’s file and in CarePaths
  • Work with counselors to ensure proper authorizations are in place and valid
• Maintain Client Assistance Funding spreadsheet (Sam Fund, Open Door, New Horizons, etc.)
• Able to answer client questions regarding their accounts and prepare client statements as needed.