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Essential Functions:

• Screen incoming telephone calls and direct to appropriate staff; record and transmit messages as needed. Announce clients and visitors. 

• Schedule and confirm client appointments.

• Interview clients to complete documents, case histories, or forms, such as intake or insurance forms.

• Responsible for fees, deposits, and reconciliations 

• Prepare and maintain client records and correspondence files (i.e., reports, invoices, financial statements, letters, case histories and medical records.

• Perform various administrative functions, such as ordering and maintaining an inventory of supplies.

• Other related duties as assigned.

Supervisory Responsibilities:

• None

Minimum Qualifications: 

• High School diploma or equivalency.

• Bilingual in one or more of the following: Spanish

• 2 years related experience. 

• Proficiency in Microsoft Office and Excel

• Superior typing skills (60 -70 wpm).

Job Behavioral Expectations:

• Maintain regular consistent and professional attendance, punctuality, personal appearance, and adherence to relevant health & safety procedures.

• Safe and successful performance, including meeting productivity standards.

• Maintain an understanding of the principles, methods and processes needed to perform the job. Attends staff meetings, seminars and in-service training as assigned.

• Demonstrates the ability to complete work in an acceptable manner by the time and/or date established with accuracy, neatness and thoroughness and minimal number of errors.

• Maintain established departmental policies and procedures including always maintaining strict confidentiality and adherence to all HIPAA (Health Insurance Portability and Accountability) guidelines.

Physical demands and work environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical demands: While performing the duties of this job, the employee is occasionally required to walk, sit for extended periods of time; use hands to finger, handle, or feel objects, tools, or control; reach with hands and arms; balance; stoop; talk or hear. Employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. 

Work environment:

• Work is performed in an office environment with normal heating and cooling.