Scheduling Specialist

Paylocity; Miami, Northern (FL, KY); Hybrid; USD 22,000 - 30,000; Full time

Job summary

Paylocity in Miami, FL seeks a Scheduling Specialist to manage behavioral health outpatient referrals and ensure all intake paperwork is completed to initiate services for new clients. You will coordinate intake assessments, set up appointments, maintain accurate client data in Credible, and communicate with referral sources to keep the census current and clients active.

The role requires bilingual communication, exceptional customer service, and strong attention to detail to keep referrals

Qualifications

• High School diploma or equivalent.
• Bilingual proficiency required.
• Excellent customer service skills.
• Detail oriented with strong organizational abilities.

Responsibilities

• Contacts and schedules intake assessments for potential clients referred by community agencies and Outreach Liaisons.
• Sets up appointments and reschedules as necessary.
• Contacts the patient on a timely basis for all scheduling requirements.
• Creates new Credible profile for new clients and upload referral to client’s chart.
• Ensures client’s demographic information is accurate and up to date in Credible.
• Maintains the outpatient census database with accurate and current data.

Skills

Bilingual

Customer service

Detail oriented

Education

High School diploma or equivalent

Job description

Description

Position Summary

The Scheduling Specialist will ensure the effective management of all behavioral health outpatient referrals to ensure all administrative paperwork is completed to facilitate the process of initiating outpatient services for new clients. The Scheduling Specialist will perform a wide variety of tasks throughout the life cycle of the referral to assure that the process of initiating services is easy and effective for clients.

Essential Duties and Responsibilities

1. Contacts and schedules intake assessments for potential clients referred by community agencies and Outreach Liaisons.
2. Sets up appointments and reschedules as necessary.
3. Contacts the patient on a timely basis for all scheduling requirements.
4. Creates new Credible profile for new clients and upload referral to client’s chart
5. Ensures client’s demographic information is accurate and up to date in Credible.
6. Confirms completion of intake with therapist, update census and change the client’s status to active.
7. Logs each referral and maintains an ongoing detailed tracking of the status of every referral; always Maintains the Outpatient Census Database with accurate and current data.
8. Communicates with referrals sources to provide updates and follow up as needed.
9. Confirms completion of intake with therapist, update census and change the client’s status to active.
10. Provides basic program information to clients and callers as needed. Program service description, service area, and admission criteria.
11. Complete all program reports as needed per Social Services Manager.
12. Responsible for monitoring all referral received and follow-up in a timely manner.
13. Perform other related duties as assigned by Social Services Manager.

Requirements

Qualifications: To successfully perform in this position, the employee must execute each duty satisfactorily, possess excellent customer service skills, be detail oriented, and must be bilingual. Reasonable accommodations will be made to enable employees with disabilities to perform the essential functions.

Education and/or Experience

High School diploma or equivalent.