Client Benefits Associate (Part-time)

Position: Client Benefits Associate (CBA)

The Client Benefits Associate will be responsible for the accurate collection and tracking of information related to the client’s/family’s financial information, participation and/or qualification for Medicaid benefits and/or other insurance, and, overall, for ensuring that the agency maximizes third party revenue utilizing a realistic and fair fee structure that takes into account the individual’s ability to pay.

Essential Duties:

• Ensure that all appropriate insurance, Medicaid and financial information is collected from each client and/or the parent/guardian of adolescent clients.
• Review financial materials collected and complete the financial section of client’s chart including in the case of self-pay clients, setting fee based on income and sliding scale and client’s ability to pay.
• Contact client/potential client to clarify any questions related to the client’s financial data and arrange for a face to face meeting, if appropriate.
• Monitor clients with Medicaid-pending to ensure follow through with application process and enter any updated information about Medicaid status.
• Individually meet with clients with an outstanding balance to ensure collection of appropriate payments.
• Appropriately document all activity with the client and information related to payments, insurance and Medicaid in the client’s chart and/or in the agency’s billing system.
• Work closely with the agency’s insurance specialists on any insurance related matters, such as denials or authorizations.
• Send invoices to clients with outstanding balances for payment on a monthly basis.
• Post payments to clients’ accounts that come through the mail as well as payments that are processed through credit cards.

Office Management Responsibilities:

• Organizes office flow in an orderly and efficient manner.
• Handles telephone intakes and schedules appointments, rescheduling & confirming as needed.
• Types correspondence, reports, memos, etc. Includes proofreading and editing.
• Records and types minutes from DH meeting and all staff meetings. Copies and distributes to staff.
• Collects house bills, checks for signatures, makes copies for unit file and sends originals to accounting.
• Collects time sheets of all staff and faxes bookkeeping as scheduled. Sends original to accounting and file copy in employee’s file.
• Establishes and maintains an efficient filing system for all correspondence and other information for Outreach staff.
• Utilizes the word processing system to facilitate work flow/assist other staff.
• Maintains inventory of supplies and re-orders on a timely basis. Requests service maintenance for all office equipment.
• Compiles all information and prepares stats census for monthly OASAS report. Makes any corrections to Albany when requested.
• Maintains and updates client database by entering all pertinent discharge forms. Works with MIS to keep accurate database.
• Monitors balance of petty cash and prepares check requests.
• Distribute all incoming mail.
• Records dates and requirements of tours/speaking engagements, open houses.

Reimbursement Specialist Responsibilities:

• Prepares Public Assistance application for HRA within 48 hours of a client’s admission to Outreach House.
• Removes client from Public Assistance case within 48 hours of a client’s discharge.
• Returns clients PNA money to HRA in a timely manner after they have been discharged from Outreach without completion status.
• Functions as a liaison between Outreach House and HRA.
• Writes a monthly Personal Needs Allowance breakdown for Outreach bookkeeping in order to keep resident accounts accurate.
• Monitors that HRA is paying shelter payments/PNA Allowance for all clients whose application has been accepted.
• Troubleshoot any billing/payment problems that are occurring with HRA.
• Monitor that parents are submitting SSI or SSD payments to Outreach House in order to compensate for losses in shelter payments.
• Collect family fees from the parents/guardians during Parent Support Group evenings.
• Bills insurance and is responsible for the collection of insurance payments and denials.
• Responsible for monthly revenue reports.

Minimum Requirements:

• Minimum High School Diploma/GED.
• Strong organizational skills with the ability to multi-task to ensure that all administrative functions are completed in a timely manner.
• Computer literate.