Client Services Specialist - Beacon Point

SMA Healthcare; Ocala (FL); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

Career growth

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Tuition reimbursement

Paid personal leave

Paid holidays

403b retirement plan

Job summary

SMA Healthcare is seeking an administrative assistant to support billing, intake, and client data management in a clinical setting. You will handle appointments, verify benefits, process documents, and maintain EMR records with strict confidentiality.

The role requires high school education and strong clerical skills, with the ability to communicate effectively and work under pressure in a busy clinic environment.

Qualifications

• Knowledge of standard office practices and procedures.
• Understanding of patient account processing guidelines.
• Ability to organize filing systems and maintain confidentiality.
• Ability to communicate effectively, both orally and in writing.

Responsibilities

• Schedules appointments and collects payment information with documentation.
• Verifies behavioral health benefits with third party payers and checks billing docs.
• Processes department reporting and legal documents.
• Updates client data in SMA's EMR.
• Answers calls, provides information, and maintains confidentiality.
• Performs client financial assessments in the EMR.
• Collects fees for services where applicable.
• Adheres to protocols and regulations.
• Performs miscellaneous duties as assigned.

Skills

Office procedures

Patient communication

Billing & insurance

EMR systems

Confidentiality

Phone skills

Documentation

Education

High school diploma or GED

Job description

Top reasons to work for SMA Healthcare

• Career growth and advancement potential
• Great benefits such as: Health, Dental, Vision, Life, & Disability Insurance
• Tuition Reimbursement
• Paid Personal Leave and Paid Holidays
• 403bRetirement Plan (matches one to one of employee contribution for thefirst 3%, then a 50% match on the next 6% of employee contribution)

Essential Job Functions

• Schedules appointments; collects method orsource of payment for services and obtains associated documentation,including insurance cards; assist clients in completion of intakepaperwork.
• Verifies client's behavioral health benefitswith third party payers/insurance companies; checks billingdocumentation for completeness, accuracy and conformity with clericalrequirements.
• Processes a variety of department reporting,purchasing, and legal documents.
• Updates client or program data in SMA'sapproved EMR.
• Answers, routes, and transfers incomingcalls; assists and provides general information to callers; maintainsconfidentiality of client information; handles threats, substance abuse,suicide and crisis calls.
• Performs client financial assessments andestablishes client fiscal information in SMA's EMR.
• Performs fee collection duties for clientsreceiving services where applicable.
• Adheres to professional standards as outlinedby protocols, rules and regulations.
• Performs miscellaneous job-related duties asassigned.

Qualification Requirements

To performthis job successfully, an individual must be able to perform each essentialduty satisfactorily. The requirements listed below are representative of theknowledge, skill, and/or ability required. Reasonable accommodations may bemade to enable individuals with disabilities to perform the essentialfunctions.

Minimum Education and/or Experience

Possession of a high school diploma or GED and twoyears of related clerical/customer service/secretarial experience preferablyin a clinic/medical office setting; or any equivalent combination ofeducation, training and experience which provides the following knowledge,skills and abilities.

Knowledge/Skills/and Abilities

• Considerableknowledge of standard office practices and procedures, equipment and clericaltechniques.
• Knowledgeof appropriate communication and boundaries with children and/or adults whohave serious mental health, substance abuse and psychological illnesses.
• Knowledgeof first and third party registration, certification, verification, and co-payprocedures.
• Knowledgeof State and Federal guidelines related to patient account processing.
• Ability toorganize and maintain complex filing and records systems and ensureconfidentiality.
• Ability tooperate a multiple line phone system and a variety of office equipment.
• Ability tocommunicate effectively, both orally and in writing.
• Ability tomake calculations and computations accurately.
• Ability to proofreaddocuments, research files and logically organize information.
• Ability toprepare Excel spreadsheets for the accurate recording of daily feecollections.
• Ability tocommunicate effectively with suicidal, mentally, emotionally, substanceabusing and/or psychologically disturbed adults and/or children in person andover the telephone.
• Ability tofollow verbal and written instructions.
• Ability towork under pressure in a fast paced working environment and to meetdeadlines.
• Ability toestablish and maintain effective working relationships with fellow employeesand the general public.

Necessary Special Requirements

Possessionof a valid Florida driver's license, acceptable driving record, and proof ofpersonal automobile insurance if required to drive an SMA vehicle and/or usea personal vehicle for SMA business. Complete State of Florida mandatorybackground screening prior to start of employment. Complete SMA required training during thefirst six (6) months of employment and updated if required.

Physical

Mobility and ability to bend and reach during an8-12 hour day. Able to lift minimum 10 pounds. Visual and auditory acuitysufficient to evaluate, intervene, treat, and record client health careneeds. Fine motor skills for legible and accurate charting, dailycorrespondence and presentation, either manually or orally. Work enduranceability to work 8-12 hour shifts with a meal break, as possible. Routine 8-12hour shifts. Hours and days off may vary. Extra hours may be required. Workassignment locations may vary.

Application

This class specification is intended to identifythe class and illustrate the kinds of duties that may be assigned to itsincumbents. It should not beinterpreted as describing all of the duties whose performance may ever berequired of such an employee or be used to limit the nature and extent ofassignments such individuals may be given.