Job Description

Client Access Coordinator - Bozeman

Bozeman, MT Bozeman

We are seeking a friendly and organized Client Access Coordinator to be the first point of contact for our Bozeman office. In this essential role, you'll have the opportunity to create a welcoming environment for our clients and provide administrative support to ensure the smooth operation of our department. Your exceptional customer service skills and professional demeanor will play a crucial part in setting the tone for positive interactions and experiences within our dynamic workplace. Join us and be the face that represents our Rimrock's commitment to excellence.

General office duties, telephone answering, and assisting department needs as requested. Serves visitors by greeting, welcoming, and directing them appropriately; notifies company personnel of visitor arrival, maintains security and telecommunication system. Assure adherence to state statutes and rules, CARF standards, and federal regulations including HIPAA and 42 CFR Part 2. Positively represents the organization and promotes Rimrock’s Mission to the community.

ESSENTIAL FUNCTIONS:

• Welcomes clients, visitors, vendors by greeting them in person and over the telephone. Responsible for answering questions, relaying messages and transferring calls.
• Processes referrals and assists Counselors with referrals as needed.
• Enters client treatment information, the documents, attendance, and ancillary services into the data management system for treatment courts.
• Works with new clients to assist and guide them through the admission paperwork process, filling out release forms, collecting collateral information, obtaining financial consents and with any testing.
• Maintains security by following procedures; monitoring logbook; issuing visitor badges.
• Maintain the electronic health record for clients, ensuring demographic data is current on incoming clients and scanning documents into their record.
• Maintains updated information and runs reports.
• Obtains financial clearance for Medicaid clients.
• Gathers updated insurance information for clients and works in collaboration with the Business Office staff.
• Cash duties: Receives and processes payments from patients; maintains and balances a small cash drawer; periodically makes deposits as needed.
• Maintains spreadsheet to document client payor sources and the level of care.
• Collects, documents, and submits Urinary Analysis orders through secured site.
• Serves as the Docusign Administrator, responsible for creating and sending Docusign requests.
• Maintain and request office supplies as needed.
• Verifies that releases and consents are accurate and up to date.
• Assists with miscellaneous departmental typing or clerical duties.
• Assists with maintaining updated reports for treatment court contracts.
• Takes departmental staff meeting minutes and notes any follow up items
• Performs basic IT duties to ensure internet and phones are connected and functioning, works with IT and internet providers as needed
• Sort incoming mail.
• Train other staff on MyEvolv administrative duties, and the appropriate use of Scheduler for clients.
• Encourage and maintain a high level of teamwork and positive and cohesive work environment.
• All other duties as assigned.

EDUCATION/TRAINING:

High School Graduate or equivalent required; Associates or Bachelor’s degree preferred. Must have a minimum of 3 years of administrative or relevant experience with progressive responsibilities. Experience in a not-for-profit environment preferred.

SKILLS:

Proper telephone etiquette, possess a friendly and understanding manner when meeting patients and visitors and responding to their needs; ability to do general clerical duties. Strong interpersonal skills. A pro-active approach to problem solving with strong anticipatory skills and the ability to make independent judgements when needed. Computer skills and proficiency with Microsoft software including Word, Excel and Outlook.

PHYSICAL DEMANDS:

Work is indoors in an office environment with moderate noise. Intermittent physical effort involving lifting of up to 25 pounds, walking and stooping is required. A typical workday involves sitting, frequent use of a keyboard, reaching with hands and arms, and talking and hearing, approximately 70% of the time. Approximately 30% or less of the time is spent standing. Normal vision abilities required, including close vision and ability to adjust focus.

WORK ENVIRONMENT/JOB LOCATIONS:

Involves everyday risk or discomfort requiring normal safety precautions in an office setting, meeting room and patient care areas. Work may involve mental and emotional stress. Some driving required. Will work primarily at the Bozeman office.

Disclaimer:

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of responsibilities, duties and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.