Client Access Specialist

Job Summary

Reporting to the Access Coordinator, the Client Access Specialist is a client-facing role responsible for delivering a professional, welcoming experience for all clients and visitors. As a first point of contact, this role supports front-end operations by ensuring patients feel welcomed, respected, and supported through efficient client onboarding, secure handling of patient records and PHI, and compassionate, patient-centered service consistent with Josselyn’s mission and values.

Essential Responsibilities And Metrics

• Greet and interact with clients and visitors in a respectful, courteous, and professional manner, serving as a welcoming first point of contact and supporting a positive patient experience.
• Adhere to established check-in and onboarding procedures to support a positive patient experience while maintaining accurate and compliant records and adhering to HIPAA and organizational privacy standards
• Assist patients with co‑payment and invoice payments for services in a courteous and professional manner, following established billing and cash‑handling procedures
• Reconcile daily billing activity and invoices at the end of the day, verifying accuracy and promptly addressing discrepancies in alignment with established billing procedures.
• Answer and route telephone calls in a prompt, professional, and accurate manner, supporting a positive patient experience and meeting established performance metrics for responsiveness and accuracy.
• Accurately scan, upload, and maintain client onboarding documentation within the electronic medical record (EMR) system
• Maintain a clean, organized, and welcoming waiting area, including sanitization of workstations
• Collaborate effectively with clinical, billing, and administrative team members to ensure coordinated care, accurate information exchange, and a seamless patient experience
• Process incoming and outgoing mail efficiently and accurately, following established procedures
• Complete assigned projects and administrative tasks within established deadlines
  
  

Qualifications

• High school diploma or equivalent required; 2-4 years of relevant experience may be considered in lieu of education
• Experience in a patient-facing, receptionist, or customer service role, ideally in a healthcare setting, preferred.
• Experience supporting front‑desk operations, including check-in, telephone management, documentation, and payment processing.
• Experience handling confidential information with discretion and professionalism
• Presents a consistently professional appearance, demeanor, and behavior that supports a welcoming, respectful patient experience that aligns with Josselyn standards.
• Demonstrates proficiency with electronic medical record (EMR) systems and maintains the confidentiality of patient information in compliance with HIPAA and organizational policies.
• Strong written and verbal communication skills, including the ability to actively listen, provide clear explanations, and communicate professionally with clients, families, and staff
• Proficiency in Microsoft Office 365 applications (Word, Excel, Outlook, Teams) and Zoom
• Effective time‑management and organizational skills, with the ability to prioritize tasks, manage multiple responsibilities, and ensure timely patient support while maintaining smooth front-end operations
  
  

Qualifications

Qualifications

• High School or equivalent
• Prior experience as a receptionist or related experience
• Consistent, professional dress, and manner
• Excellent written and verbal communication skills
• Competency in Microsoft Office365 applications including: Word, Excel, and Outlook and Zoom
• Good time management skills