Description

Position At a Glance

Job Title: Client Liaison Team Lead

Department: Finance

Supervisory Chain of Command: 

• Direct Supervisor: Client Accounts Manager
• Tertiary Supervisor: Chief Financial Officer
• Chief-Level Supervisor: Chief Financial Officer

Supervises: Client Liaison

What You'll Do:

Acts as the immediate supervisor for all Client Liaisons – documenting concerns and providing training to new hires as needed. Takes a leadership role in the department and assists the Client Accounts Manager with projects as needed.

Responsibilities and Qualifications

Essential Responsibilities:

1. Research and answer client and payer source inquiries. Provide supporting documentation as allowed by privacy regulations upon request. 
2. Monitor the Agency referral report and take appropriate action.
3. Supervise and evaluate a qualified staff and ensure they are trained to carry out their responsibilities. Monitor performance, document concerns, and provide feedback and take corrective action as necessary during supervision. 
4. Generate weekly reports by position for staff to review, set goals and expectations to maintain consistent workflows. 
5. Supervise online registrations, electronic registrations, mail in registration as provided by internal/external referral sources.
6. Coordinates with Credentialing/HR to maintain current roster of credentialed therapist by location to ensure all providers are payable and available to present referrals and billables.
7. Provide training and appraisal reviews for staff.
8. Communicates effectively and proactively between programs to foster a positive client experience. 
9. Remain knowledgeable regarding billing procedures and regulations for payers. 
10. Conduct and attend staff meetings and provide constructive input.
11. Serve on committees and work groups as requested. 
12.  Maintain and advance knowledge and skills related to field of work through regular review of pertinent materials and attendance at training events.
13. Adhere to the standards, policies and instructions established by PMHS Policy and Procedure and any applicable ethical codes within field of employment. 
14. Review and comply with the Pawnee Code of Conduct outlined in the Employee Handbook.
15. Perform other reasonably related duties as assigned by supervisor or other management personnel.

Requirements

Qualifications:

Required:

• High School diploma or equivalent.
• Basic personal computer skills and experience with Microsoft Office software.
• Strong oral and written communication skills using the English language.
• Ability to operate and assist with maintaining office equipment such as a postage machine, copier/scanner/fax machine, and folding machine.

Preferred:

• Medical office and/or medical billing experience.
• Experience with Microsoft Excel software.
• Strong organizational skills.

All employees will be required to submit to and pass a background check and drug screening.