Client Service Coordinator (bilingual)

Customer Service · Full-time · TX, United States

Job description

This role involves coordinating with internal teams, managing therapists’ onboarding and caseload, and maintaining high standards of client satisfaction.

Duties & Responsibilities:

  • Manage the caseload building, orientation, and onboarding process for new therapists.

  • Process referrals and physician orders, while maintaining documentation for proper tracking.

  • Verify patient information, insurance, & location (map) once a referral and/or physician order is received.

  • Serve as the primary point of contact for patient families regarding staffing schedules.

  • Work closely with office staff to promote positive and effective communication to ensure appropriate client care.

  • Proactively follow up with families while managing and maintaining staffing schedules.

  • Assume responsibility in coordinating care for assigned patients, working to support a goal-directed care plan from admission to discharge.

  • Assist with answering incoming telephone calls from caregivers and clients.

  • Collaborate with the Outreach team to maintain client relations and address service failures.

  • Demonstrate the ability to prioritize multiple tasks to meet deadlines.

  • Adhere to and demonstrate thorough knowledge of company policies and procedures.

  • Cross train in other administrative departments to assist during vacations or illness.

  • Maintain an excellent rapport with patients and staff, effectively promoting harmonious interpersonal relationships.

  • Maintain and update referral, patients, therapists, and office staff rosters.

  • Manage all aspects of relationships with patients and referral sources to ensure company expectations are met or exceeded.

QUALIFICATIONS:

  • Bachelor’s Degree or 2- Year college degree preferred.

  • Strong proficiency in English and Spanish language.

  • 3-5 years of experience in a medical facility and/or home health pediatric therapy company.

  • Comfortable speaking to patients, families, and staff over the phone.

  • Must be proactive in communicating with clinical staff and other departments.

  • Experience working with electronic health records/practice management software.

  • Experience with insurance verification, referral requests, and insurance processes and benefits.

  • Must be a self-starter, take initiative, and drive growth strategies.

  • Leadership experience with individuals and/or teams preferred.

  • Demonstrate a high degree of skill in problem solving and working effectively with people.

  • Ability to maintain filling systems and company documentation.

  • Strong organizational skills, attention to detail, good time management skills, and great customer service skills.

REQUIREMENTS:

  • Ability to sit for long periods of time.
  • Must be a team player and have a positive attitude.
  • Ability to manage high volume workload environments.
  • Ability to multi-task and work on multiple assignments to completion.
  • Ability to bend, lift, pull and push at least 25 lbs.
  • Must have the visual ability to prepare, analyze and transcribe data and figures.
  • Ability to read extensive use of computer screens.