Summary of Position:

The Client Benefit Associate will be responsible for the accurate collection and tracking of information related to the client’s/family’s financial information, participation and/or qualification for Medicaid benefits and/or other insurance, and, overall, for ensuring that the agency maximizes third party revenue utilizing a realistic and fair fee structure that takes into account the individual’s ability to pay.

Job Specific Criteria:

• Ensure that all appropriate insurance, Medicaid and financial information is collected from each client and/or the parent/guardian of adolescent clients.

• Review financial materials collected and complete the financial section of client’s chart including in the case of self-pay clients, setting fee based on income and sliding scale and client’s ability to pay.

• Contact client/potential client to clarify any questions related to the client’s financial data and arrange for a face to face meeting, if appropriate.

• Monitor clients with Medicaid-pending to ensure follow through with application process and enter any updated information about Medicaid status.

• Individually meet with clients with an outstanding balance to ensure collection of appropriate payments.

• Appropriately document all activity with the client and information related to payments, insurance and Medicaid in the client’s chart and/or in the agency’s billing system.

• Work closely with the agency’s insurance specialists on any insurance related matters, such as denials or authorizations.

• Send invoices to clients with outstanding balances for payment on a monthly basis.

• Post payments to clients’ accounts that come through the mail as well as payments that are processed through credit cards.

  Each role at Outreach has identified production and outcome goals. These goals may be stated as a number or as an outcome within an identified time frame. These goals are intended to provide each job holder the knowledge they need about expected performance. Accomplishments against these goals will be a discussion point in the annual evaluation.

  Standard Criteria:

• Interacting with staff, clients, students and visitors in a courteous, professional and respectful manner that is consistent with the agency’s mission and values.

• Producing accurate, neat and thorough work.

• Prioritizing and planning work time efficiently; effectively managing competing demands and dealing with changes, delays and unexpected events.

• Understanding and consistently complies with agency policy and procedures (including time and attendance, dress code, etc…).

• Supporting a positive work atmosphere by behaving and communicating in a manner that allows the employee to get along with clients, students, coworkers and supervisors.

• Communicating (in writing as well as orally) clearly and concisely

• Illustrating flexibility and adaptability in role and function when circumstances warrant; (demonstrates openness to assist in needed responsibilities in evolving situations).

• Maintaining appropriate boundaries, ethics and professionalism; complying with agency, OASAS and other professional code(s) of ethics; seeking supervision when challenges arise.

  Collaborates with:

  VP of Finance

  Controller

  Billing Specialist

  Unit Directors

  Intake Coordinators/Clinicians

  Qualifications:

  Minimum of High School Diploma required. Some college preferred. Bi-lingual preferred. Knowledgeable in all aspects of billing and collection functions. Must have experience in working with Medicaid and 3rd party insurance plans. Proficient in Microsoft Word, Excel as well as Fundware or some other accounting software program.

  Certificates & Licenses:

  None required