This role is responsible for front desk reception, client intake coordination, and medical administrative tasks to support our providers. The ideal candidate is organized, detail-oriented, and comfortable handling administrative and medical-related responsibilities while ensuring a welcoming experience for clients.

Receptionist Duties:

• Answer phone calls, assist clients, and direct inquiries as needed
• Greet clients as they enter the office, and notify the providers via Google Chat of their client's arrival
• Manage scheduling through our CRM system, ensuring appointments are set and confirmed
• Collect co-pays and outstanding balances at the time of service
• Set up and manage payment plans as necessary
• Collect and verify insurance cards and credit cards for client accounts
• Ensure all intake paperwork is complete before appointments
• Maintain a clean and organized reception area
• Handle confidential client information in compliance with HIPAA regulations
• Open and sort mail accordingly

Intake Coordination Duties:

• Process new client inquiries via phone, sms, email, and online platforms
• Match clients with appropriate providers and coordinate initial assessments
• Confirm appointments and follow up on cancellations or rescheduling needs
• Ensure all required documentation is completed prior to appointments

Medical Administrative (MA) Duties:

• Process and follow up on prior authorizations for medications
• Monitor fax system, medication team messages, and email.
• Schedule follow-up appointments for psychiatric medication management and the occasional therapy sessions
• Assist with medication refill requests and communicate with pharmacies as needed
• Maintain interpersonal relationships with med management providers with consistent communication
• Triage patient questions/concerns, and collaborate with med management providers to address those concerns
• Maintain compliance with clinic policies and medical protocols

• Previous experience in a medical, behavioral health, or administrative setting preferred
• Knowledge of medical terminology and insurance verification is a plus
• Proficiency with EHR systems and scheduling software (experience with Go High Level and Simple Practice is a plus)
• Strong organizational skills and attention to detail
• Excellent verbal and written communication skills
• Ability to multitask and work efficiently in a team-oriented environment
• MA certification or relevant medical assisting experience preferred but not required

• Competitive pay based on experience
• Paid time off and holiday pay
• Medical, Dental and Vision Insurance
• Growth opportunities within the practice
• Supportive and collaborative work environment
• Flexible scheduling
• Costco Membership