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Reception and Intake Specialist

2 months ago

Toledo, Ohio, United States Empowered For Excellence Full time
Job Overview

General Summary:

Under the guidance of the Intake Manager, the role is responsible for delivering intake services and executing front desk/receptionist functions. Additional responsibilities may be assigned as necessary.

Key Responsibilities:

The incumbent will:

  • Manage a multi-line phone system, screening incoming calls, taking messages, and directing calls to the appropriate personnel.
  • Welcome incoming visitors and guide them to the relevant staff for assistance.
  • Efficiently coordinate schedules for therapists and case managers, ensuring timely appointments and reminders.
  • Collect and verify insurance information from clients in collaboration with the billing team.
  • Create and maintain client charts for new intakes and support the initial intake process.
  • Conduct orientation sessions for new clients, covering rules, regulations, consents, and releases of information.
  • Monitor office supply inventory and place orders as needed.
  • Assist case managers by providing client numbers for sign-in/out sheets.
  • Digitally archive releases of information and other clinical documents into client records.
  • Stay informed about the services offered by the agency to provide accurate information to clients.
  • Uphold a professional office environment and demeanor.
  • Perform miscellaneous tasks as assigned, including filing, managing medical records requests, and checking communications.
  • Handle confidential patient information with a high degree of discretion.
  • Collaborate effectively as a team member.

Minimum Qualifications:

High school diploma or equivalent (GED) and a minimum of three years of clerical experience. An associate degree in administrative office technology, business management, or a related field may substitute for one year of experience. Completion of required QMHS training within the first month of employment is mandatory.

Knowledge, Skills, and Abilities:

The ideal candidate will possess:

  • Understanding of modern office practices and procedures.
  • Strong knowledge of business principles and English grammar.
  • Proficiency in maintaining records and preparing routine reports.
  • Ability to verify alpha/numerical information accurately.
  • Competence in using personal computers, calculators, and other office equipment.
  • Effective verbal and written communication skills.
  • Experience in public interaction and customer service.
  • Capability to handle financial transactions with accuracy.
  • Skill in interpreting job-related documents.
  • Commitment to maintaining confidentiality.
  • Ability to follow agency policies and procedures.
  • Self-motivation and effective time management skills.
  • Flexibility to adapt to clients' evolving needs.

Physical Requirements:

  1. Ability to sit for extended periods.
  2. Maintain balance to prevent falls on various surfaces.
  3. Bend forward and down for prolonged periods.
  4. Lift objects up to 50 lbs independently and more with assistance.
  5. Apply force to push or pull objects weighing up to 35 lbs.
  6. Reach in various directions.

Empowered for Excellence is committed to providing equal employment opportunities to all individuals, regardless of race, color, age, sex, creed, national origin, economic status, sexual orientation, or physical disability. This policy applies to all aspects of employment, including recruitment, hiring, placement, promotion, termination, and training.