What are the responsibilities and job description for the Lead Client Access Specialist position at Neighborhood Service Organization?
Position Title: Lead Client Access Specialist
FLSA Classification: Exempt
EEOC Classification: First/ Mid-Level manager
Location: Clinics
Position Type: Full Time
Reports to: Client Access Manager
Summary:
As a Lead Client Access Specialist, you will be responsible for providing leadership and guidance to the Client Access Specialist and ensuring efficient and smooth operations. You will be expected to deliver exceptional customer service to clients and patients visiting NSO integrated clinics. You will need to demonstrate a deep understanding of NSO's programs and services while interacting with clients, patients, and clinic staff. Your duties will encompass processing documentation, addressing facility and equipment requirements, and assisting with various clerical tasks to enhance clinic efficiency. Achieving or surpassing key performance metrics related to productivity will be a critical aspect of your role.
Responsibilities:
- Provides individual supervision, evaluates staff performance,
- Schedule appointments for consumers
- Confirm upcoming appointment times and reschedule if necessary
- Monitor clinician calendars and schedule appointments
- Perform insurance verification and confirm consumer demographic and contact information
- Register new consumers in the electronic medical records system
- Monitor for referrals and conduct follow up activities
- Perform other clerical duties such as filing, photocopying, transcribing and faxing
- Manage patient demographic and personal information.
- Issue medical files to persons and agencies compliant to all NSO policies, state and federal laws, including HIPAA regulations.
- Compile, verify, type, file medical records, correspondence, and reports
- Update records upon receipt of new information
- Assist with departmental / unit audits and investigations.
- Distribute medical charts to the appropriate departments / units within NSO.
- Maintain quality and accurate records by following NSO procedures.
- Ensure consumer charts, paperwork and reports are completed in an accurate and timely manner.
- Ensure all medical records are protected and kept confidential
- Other duties as assigned.
Leadership Skills:
- Adept at inspiring, influencing, and enabling others to achieve goals.
- Promotes a harmonious work environment.
- Develops performance objectives for direct reports.
- Supervises staff which includes mentoring, coaching, training, and administering disciplinary actions as necessary in keeping with Human Resources policies and procedures.
- Delegates by allocating decision making and other responsibilities appropriately and effectively.
- Gives performance reviews on time and takes an active role in the development of subordinates.
Professional Skills
- Comply with and adhere to department and NSO policies and procedures.
- Excellent written and verbal communication skills
- Professional, courteous and prompt customer service, both in-person and over the phone
- Maintains technological skills necessary to perform data entry, manage team calendars/schedules, and create company reports and other documents as required
- Wiliness/ability to learn new software programs as needed.
- Multi-tasking and creative thinking/problem solving skills
- Keeps a safe and clean work area by complying with all NSO procedures, rules, and regulations.
- Supports continuity among work teams by documenting and communicating actions, irregularities, and continuing needs
- Adhere to established quality and performance improvement standards.
- Work effectively with others to accomplish goals/resolve problems.
- Organize work well and use time effectively, including time-management techniques.
- Maintain consistent work attendance.
- Does not disrupt operations by being habitually tardy or absent; works as scheduled.
- Professionally represents NSO and promotes NSO mission and vision statements.
- Promote a harmonious work environment.
- Is open to new approaches and takes steps to increase knowledge, skills and abilities, both from within and outside NSO.
- Other duties as assigned
Candidate Requirements:
- 1-year minimum experience in an administrative assistant, receptionist, client’s/patient/ patient facing or related role.
- 1 year of supervisory experience
- Proficiency in MS Office (Word, Excel, PowerPoint & Outlook)
- Ability to learn additional software
- Proficiency in general office equipment (PC, printer/fax/copier, telephony system)
- Proficiency in data entry, filing
- Experience in a multi-line phone/telephony system
- Valid Michigan Driver’s license/access to private transportation.
Neighborhood Service Organization is an equal opportunity employer and values diversity in its workforce. We encourage applications from all qualified individuals, including those with diverse backgrounds and those with disabilities.