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Client Relations Specialist

2 months ago

McKinney, Texas, United States Community Medical Services Full time

Position Overview:

Schedule: M-F 5:15AM - 1:15PM with alternating Saturdays 6:45AM - 10:15AM

Community Medical Services (CMS) is seeking a dedicated Client Services Coordinator. Reporting to the Clinic Manager, this role serves as the primary point of contact for clients and visitors, ensuring a professional, welcoming, and trauma-informed atmosphere. The Coordinator is responsible for managing various elements of client care, including walk-in intakes, appointment scheduling, and addressing client inquiries while collaborating with counselors and nursing staff.

As part of our mission to support individuals facing substance use challenges, you will thrive in a supportive, engaging, and enjoyable environment where your contributions are recognized, and you are empowered by enthusiastic leadership. We are committed to your well-being, offering a comprehensive benefits package for full-time employees that includes:

  • Subsidized medical, dental, and vision coverage
  • Health savings account
  • Short and long-term disability insurance
  • Life insurance
  • Paid sick leave, vacation, and holidays
  • 401K retirement plan with matching contributions
  • Tuition and Continuing Medical Education reimbursement up to 100%
  • Employee assistance program for mental health support
  • Ongoing professional development opportunities

Key Responsibilities:

We are looking for a candidate who:

  • Appreciates a consistent work schedule.
  • Is enthusiastic about working in an outpatient healthcare environment.
  • Maintains a friendly, helpful demeanor when interacting with clients, including those with substance use issues.

Specific Duties Include:

  • Welcoming and assisting clients both in-person and via phone.
  • Responding to all phone inquiries in a courteous and professional manner.
  • Managing client flow in a busy clinic setting.
  • Making outbound calls to schedule follow-up appointments or engage clients in treatment.
  • Creating new client profiles and entering demographic data into electronic health records.
  • Coordinating appointments using an electronic scheduling system.
  • Documenting client visits accurately in electronic health records.
  • Maintaining a clean and organized reception area.
  • Facilitating walk-in intakes, assisting clients with necessary documentation, and scheduling appointments with providers.
  • Verifying insurance eligibility through various portals and setting up billing episodes.
  • Establishing payment plans and financial agreements with clients.
  • Ensuring confidentiality of all client and employee information.
  • Assisting in de-escalating client situations using a trauma-informed approach.
  • Triaging client concerns to find the most suitable solutions.
  • Introducing clients to the Recovery Connect engagement app and providing navigation assistance.
  • Completing end-of-day tasks, including reconciling deposits and payment records.
  • Verifying cash in the cash box at the start of the shift and reconciling cash counts at the end of the day.
  • Documenting any incidents involving clients or staff using appropriate reporting procedures.
  • Participating in educational sessions related to Quality Improvement or job-specific training.
  • Assisting with inventory management and ordering clinic supplies.
  • Performing general office tasks such as document preparation, scanning, and faxing.

Qualifications:

  • High School Diploma or GED.
  • Minimum of 1 year of customer service experience required.
  • At least 1 year of front desk experience, preferably in a healthcare setting.

Required Skills:

  • Strong communication skills across all organizational levels and with external providers.
  • Basic computer proficiency, including navigating electronic health records.
  • Cultural competence and sensitivity to the needs of clients and employees.
  • Demonstrated accuracy in medication administration and client record maintenance.
  • Excellent organizational skills with a focus on detail.
  • Problem-solving, conflict resolution, time management, and customer service abilities.
  • A collaborative team player comfortable in a fast-paced environment.
  • Ability to maintain confidentiality in compliance with HIPAA and 42 CFR regulations.
  • Flexibility to adapt to a continuously changing work environment.
  • Willingness to work flexible hours, including nights, weekends, and holidays.

Work Environment:

  • Prolonged periods of sitting and standing, with frequent bending and stretching typical of an office setting.
  • Regular use of computers, telephones, and other office equipment.
  • Some lifting may be required; employees must be able to lift and/or move up to 10 pounds regularly, up to 25 pounds frequently, and occasionally up to 50 pounds.