New Horizons of the Treasure Coast and Okeechobee

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Service Representative

at New Horizons of the Treasure Coast and Okeechobee

Posted: 10/3/2019
Job Status: Full Time
Job Reference #: 1211547
Categories: Customer Service, Sales

Job Description

  • Support Services
  • Fort Pierce, FL, USA
  • Full Time


Performs and provides clerical, financial, clinical and administrative support services. Ability to multi-task and handle multi-phone lines.



AA Degree plus 2 years experience performing varied secretarial and clerical activities. Progressively responsible experience may substitute for degree requirement.   Experience in a healthcare office preferred. Must be computer literate with data entry and customer service skills. Must have ability to multi-task and handle multiple phone lines.



  • Must be in good physical condition with no restrictions of movement.
  • Must be able to apply Therapeutic Effective Aggression Management Techniques without limitations.





1.0 Responsible for the coordination of initial client contacts and the related intake processes.  Demonstrates consistency in performing this task from one office to another.
1.1 Receives inquiries and requests for services; relays appropriate and accurate information regarding Agency services.
1.2 Responds to walk-ins and telephone contacts in a timely manner.
1.3 Arranges appointments with the appropriate direct service providers vis--vis the appointment setter; appointment cards are provided to each client presenting face to face.
1.4 Requests and obtains as much general, financial, and insurance information from the client and/or family as possible.
1.5 Ensures the completion of the registration paperwork.  Establishes client fees and relays this information to the client and/or family.
1.6 Ensures that all required information on the Client Registration Form is complete and accurate.
1.7 Maintains client information until initial appointment.
1.8 Prepares SAL at the time of initial appointment and forwards ticket and file to the appropriate service provider.
1.9 Enters all demographic and financial information into the CMHC system.
1.10 Enrolls client into Agency and RU's.
1.11 Discharges clients from RUs when services are completed.
1.12 Maintains a log of clients waiting for services.
1.13 Exercises good judgment in seeking advice from supervisor in circumstances where schedule cannot accommodate client needs in a timely manner.

2.0 Shares responsibility for office reception functions.
2.1 Receives, greets, and directs visitors and staff; is pleasant and courteous at all times.
2.2 Offers assistance and provides direction to visitors and staff in concise and informative manner.
3.0 Assist in financial planning, obtaining insurance intakes, insurance verification and authorization.
3.1 Verifies insurance coverage and documents information secured on Agency Insurance Verification Form, transfers information into CMHC as needed.
3.2 Calls insurance companies for extended authorizations when needed.
3.3 Demonstrates proper usage of the Envoy machine.
3.4 Routinely checks Medicaid cards for current status.
3.5 Forwards copies of Insurance verification Form to the Business Office as required on a consistent basis.
4.0 Provides coverage for incoming telephone calls.
4.1 Always demonstrates good judgment in screening and/or routing calls.
4.2 Always takes accurate messages and relays appropriate information in a timely manner.
4.3 Receives, places, and transfers calls in a tactful and professional manner.
5.0 Performs other duties as requested.
5.1 Miscellaneous duties are performed according to instruction.