Client Financial Coordinator

Job Description

Job Description

Position Purpose:
The Client Financial Coordinator serves as the first on-site point of contact for patient financial services. This position is responsible for coordinating and/or scheduling financial consultation appointments, collecting payments from walk-ins, obtaining insurance information, prescreening clients for self-pay, insurance or Medicaid program, and providing outstanding customer service. This position is also responsible for coordinating and performing all of the administrative/support tasks for the finance department.

• The Client Financial Coordinator provides exceptional service to internal clients through maintaining a consistent professional and approachable demeanor and taking responsibility for seeking solutions to problems.
• The Client Financial Coordinator will assist with business and operational functions of the company related to the process of client billings and accounts receivable management.
• The Client Financial Coordinator will provide support in all non-clinical aspects of intakes, obtaining client information, clarifying and verifying details of insurance, completing paperwork and/or payment plans.

PERFORMANCE EXPECTATIONS:
In performance of their respective tasks and duties all employees of Turning Point Recovery Center Inc. are expected to conform to the following:
• Uphold all principles of confidentiality to the fullest extent.
• Adhere to all professional and ethical behavior standards of the healthcare industry.
• Interact in an honest, trustworthy and respectful manner with participants, employees, visitors and vendors.
• Comply with Turning Point Recovery Center’s policies and procedures.
• Ability to stay focused and works in an error-free role.
• Maintain a current insurable driver’s license
POSITION PURPOSE
The Client Financial Coordinator serves as the first on-site point of contact for patient financial services. This position is responsible for coordinating and/or scheduling financial consultation appointments, collecting payments from walk-ins, obtaining insurance information, prescreening clients for self-pay, insurance or Medicaid program, and providing outstanding customer service. This position is also responsible for coordinating and performing all of the administrative/support tasks for the finance department.

ESSENTIAL DUTIES, FUNCTIONS & RESPONSIBILITIES:

1. Outstanding listening, communication, problem-solving and research skills.
2. Polished professional with good interpersonal, grammatical, spelling, proofreading, telephone etiquette, and social skills. Professional presentation/appearance/demeanor.
3. Strong customer service experience demonstrating compassion and concern.
4. Ability to use diplomacy and handle sensitive and confidential matters discreetly, exhibiting honesty, integrity, discretion, and sound judgment at all times.
5. Good organizational, problem-solving, and analytical skills; able to manage priorities, projects, and workflow.
6. Ability to deal effectively with a diversity of individuals at all organizational levels.
7. Attention to detail, with a commitment to excellence and high standards.
8. Ability to work well under pressure and multi-task routinely.
9. Knowledge of general office concepts, practices, and procedures.
10. Ability to work on projects with general direction and minimal guidance, managing multiple priorities through to completion in a timely manner.
11. Proactive, motivated, and focused team-player attitude, self-sufficient, and prepared to go “above and beyond” on a regular basis.
12. Creative, innovative individual who works well in a fast paced environment.
13. Performs accurate client invoicing for all client receivables through the use of Quick Books.
14. Go over client finances and have signed financial agreements on all active clients.
15. Set up payment plans when applicable.
16. Send monthly invoices of clients with a balance.
17. Ongoing process on working delinquent accounts.
18. Client refunds will be processed with a written completed request form. Then given to controller for check to be processed.
19. Verify that transactions comply with financial policies and procedures.
20. Daily check deposit log to see if deposits to Quick Books are needed.
21. Receives incoming client calls pertaining to client financials. If the call includes insurance benefits then an email will be send to the biller with information attained.
22. Calls insurance companies to verify benefits when necessary.
23. Backs up the reception office and also a backup for admissions department when needed.
24. Works with Operation Director on Data Collection and Analysis Projects.
25. Has completed assigned Relias training
26. Opens or closes building according to procedures posted.
27. Perform other tasks and duties as assigned.

MINIMUM MANDATORY QUALIFICATIONS:
Experience:
Experience with Microsoft Word, Excel and QuickBooks. Ability to learn and competently perform functions in an EMR program and an online clearing house. Experience in a billing department, or experience in billing for similar services.
Education: HS Diploma-Some College
License/Certification : CPR

PREFERRED QUALIFICATIONS:
BACHELORS DEGREE

WORK ENVIRONMENT:
The work environment characteristics described here are representative to those an employee encounters while performing the primary functions of this job. Normal office conditions exist, and the noise level in the work environment can vary from low to moderate. Limited overnight travel may be required from time to time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Mental demands:
There are a number of deadlines associated with this position. The employee must be able to handle frequent interruptions and must also multi-task and interact with a wider variety of people on various and, at times, complicated issues.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the primary functions of this job. While performing the duties of this job, the employee may be required to frequently stand, walk, sit, bend, twist, talk, hear and perform repetitive motions. There may be prolonged periods of sitting, keyboarding, reading, as well as driving or riding in transport vehicles. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include reading, distance, computer, and color vision. Talking and hearing are essential to communicate with patients, vendors and staff. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

OTHER:
All employees must uphold all principles of confidentiality and patient care to the fullest extent. This position has access to sensitive information and a breach of these principles will be grounds for immediate termination.

In order to provide equal employment and advancement opportunities to all individuals, employment decisions Turning Point Recovery Center Inc. will be based on merit, qualifications, and abilities. Turning Point Recovery Center Inc. does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, disability or any other characteristic protected by law. \nCompany Description

Our Mission
Addiction is a mean disease and Turning Point is leading the way with safe, effective, evidence-based treatment. At Turning Point, our entire staff is dedicated to making sure that those who seek help are supported in a collaborative venture in which our clients, clinicians and staff work together for your recovery.
Whether you are taking the first step towards sobriety, trying to get or stay clean, struggling with a relapse, Turning Point can be your partner for a new and healthier way of life.
We have worked with thousands of people just like you. Whether you drink too much or can’t control how much you use, we can support you and help you start down the path of recovery.
Our combined clinical team has decades of experience treating addiction to alcohol, heroin, opiates, methamphetamine, cocaine, prescription drugs, other “street drugs,” and every combination imaginable. Many of our employees are in long-term recovery. We understand the pain addiction is causing you and your family.

Company Description

Our Mission\r\nAddiction is a mean disease and Turning Point is leading the way with safe, effective, evidence-based treatment. At Turning Point, our entire staff is dedicated to making sure that those who seek help are supported in a collaborative venture in which our clients, clinicians and staff work together for your recovery.\r\nWhether you are taking the first step towards sobriety, trying to get or stay clean, struggling with a relapse, Turning Point can be your partner for a new and healthier way of life.\r\nWe have worked with thousands of people just like you. Whether you drink too much or can’t control how much you use, we can support you and help you start down the path of recovery.\r\nOur combined clinical team has decades of experience treating addiction to alcohol, heroin, opiates, methamphetamine, cocaine, prescription drugs, other “street drugs,” and every combination imaginable. Many of our employees are in long-term recovery. We understand the pain addiction is causing you and your family.