Demo

Client Document & Support Agent

Kime Performance
El Dorado Hills, CA Full Time
POSTED ON 2/26/2025
AVAILABLE BEFORE 5/23/2025

Job Description

Job Description

Job Summary :

The Client Document & Support Agent at KIME Performance Physical Therapy is responsible for managing and routing client documents, including medical records, referrals, and insurance paperwork, while providing backup support to the customer service team. This role ensures that all client documentation is processed efficiently and accurately to support the smooth operation of the clinic.

Key Responsibilities :

Document Routing & Management (Primary Role)

Receive, review, and route client documents to the appropriate departments and therapists.

Scan, upload, and maintain accurate client records in the electronic medical records (EMR) system.

Verify and process incoming referrals, ensuring all required information is complete.

Maintain confidentiality and ensure all documentation complies with HIPAA regulations.

Communicate with insurance companies, clients, and referring providers as needed.

Customer Service Support (Secondary Role)

Provide backup support to the customer service team by answering phones and addressing client inquiries.

Assist with appointment scheduling, confirmations, and follow-ups.

Deliver excellent customer service by handling client concerns professionally and efficiently.

Required Skills & Qualifications :

Experience : 1 year in a medical office or administrative role, preferably in physical therapy or a related field.

Education : High school diploma or equivalent required; coursework in medical administration preferred.

Technical Skills : Proficiency in EMR systems, Microsoft Office Suite, and document management software.

Communication : Strong verbal and written communication skills.

Organizational Skills : Detail-oriented with the ability to manage multiple tasks efficiently.

Customer Service : Professional and courteous when interacting with clients and staff.

KIME Performance Physical Therapy is committed to providing exceptional care and service to our clients. We seek a dedicated and detail-oriented individual to join our team as a Client Document Specialist. If you thrive in a fast-paced environment and have a passion for administrative excellence and client service, we encourage you to apply!

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