Client Communication & Scheduling
● Answer incoming calls and assist clients
● Schedule, reschedule, and manage appointments
● Respond to emails and client inquiries professionally
Billing & Payments (CORE FOCUS)
● Submit daily insurance claims via EHR system
● Investigate and follow up on unpaid or rejected claims
● Perform billing reconciliation (ensure payments match records)
● Collect co-payments at the start of each day
● Communicate with insurance companies regarding claims
● Maintain and clean up records within the system
● Update and input accurate data into EHR
● Follow SOPs for billing and admin processes
● Create or update templates/scripts for communication when needed