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Customer Relations Specialist - AR

Date Posted: 8/15/2022

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Job Description

General Administrative Duties

  • Uphold the companies mission
  • Serve as the primary contact in the reception area for clients and visitors.
  • Perform general reception duties such as:
  • Maintaining the waiting area and therapeutic spaces.
  • Assign and track all incoming client referrals and transfers, including:
    • Obtaining necessary referral information including releases from the child's attorney.
    • Communicating with the referring party about the ongoing status and needs of the client prior to assignment and making necessary referrals for clients when appropriate. 
    • Entering client data into all necessary databases, i.e. Exym.
    • Entering client into the providers Medi-Cal batch once assigned.
    • Checking Medi-Cal eligibility and referrals at the point of assignment.
    • Open and close episodes in IBHIS System.
    • Conduct PHI checks.
    • Maintaining and managing a priority of service list as necessary, including prioritizing referred clients based on urgency of need and time referred.
  • Coordinate transfer of clients to new therapist when needed, including making changes in IBHIS and Exym.
  • Maintain correct client information in IBHIS and Exym, including ensuring that both systems contain identical client/case information and correcting discrepancies as needed.
  • Create and maintain client Financial Folder including:
    • Complete Payer Financial Information (PFI) form and UMDAP at intake.
  • Participate in the Client Services Department's quality assurance compliance, including utilization review.
  • Clinical Records:
    • Open/close/update cases.
    • Chart creation.
    • Open/close/update cases in Exym and IBHIS.
    • Review clinicians' paperwork and make corrections, or alert clinician or supervisor as appropriate.
    • Enter clinical paperwork into Exym and track all incoming hard copies of chart documentation.
    • Close out of the Medi-Cal batch at discharge.
    • Complete and update Service Request logs in Exym.
  • Assist the clinical staff with administrative support on routine daily tasks and on special projects (i.e. help with letter-writing, copying, faxing, contacting providers and community partners, gathering materials, doing research, creating spread-sheets, tracking data, and creating reports).
  • Running weekly reports, scanning and filing as needed.
  • Attend weekly referral meetings.
Physician Support
  • Track and assign all medication referrals.
  • Assist Psychiatrist as needed, including:
  • Completing and tracking medication authorization forms.
  • Making medication appointments and performing reminder phone calls to caregivers/clients and providers.
  • Providing translation services.
  • Providing support related to the physician's completion of required documentation of services provided including ensuring that the medication services, goals, and signatures are added to the Client Treatment Plan when cases are opened and at the annual CTP renewal.
  • Track completion of medication services on CTPs through reports in Exym.
  • Assist with preparing for Client Service meetings and trainings as necessary.
  • Participate in cross-training for administrative duties and functions and provide administrative coverage and support when necessary.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

We are an equal opportunity employer and make hiring decisions based on merit. Recruitment, hiring, training, and job assignments are made without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender iden
To apply please email your resume to asrodriguez@ultimatestaffing.com

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Job Snapshot

  • Employee Type:Full-Time
  • Location:Glendale, CA
  • Job Type:Admin - Clerical
  • Experience:Not Specified
  • Education:Not Specified
  • Date Posted:8/15/2022
  • Contact: Ashly Rodriguez (626) 449-9898
  • Pay Range: $18.00 - $19.00 Hourly
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Job Reference: JO-2208-172531