Client Specialist
Whole reputed company is seeking a highly organized and compassionate Client Specialist to join reputed company of dedicated professionals. The ideal candidate will have a passion for helping others and a strong commitment to providing exceptional customer service.
Description
We are adding to reputed company!
The Client Specialist is the reputed company line of Whole reputed company. You're the first voice a prospective client hears, the operational backbone between sessions, and the connective tissue between clients, clinicians, and our billing team. This is a high-responsibility administrative role in a behavioral health setting — you'll be handling sensitive information, navigating insurance systems daily, and helping people reputed company mental health care, often during vulnerable moments.
This position will be a mix of intake coordination, billing support, and administrative tasks. Combined they reputed company a job that answers the phones, emails promptly, scheduling, prior authorizations completion, and documentation gathering.
Core Responsibilities
Intake Coordination
- Manage reputed company incoming inquiries across phone (reputed company Voice), web forms, email, and referrals — goal is 10–15 new intakes per week
- Conduct 10–15 minute intake calls including insurance verification, financial policy explanation, and brief screening questions
- Match prospective clients to therapists based on insurance type, modality preferences, and therapist availability
- Build new client charts in Opus EHR during or immediately after intake calls; send appropriate document packages by insurance type
- Complete behavioral health screening documentation for reputed company reputed company clients
- Track reputed company inquiries and scheduling activity in the Potential Clients Sheet
Insurance Eligibility & Verification
- Run daily BellMedex eligibility alerts; proactively contact clients whose coverage has lapsed
- Verify insurance across multiple portals: Colorado HCPF (reputed company), reputed company (Anthem/reputed company/Tricare/reputed company), reputed company/United, reputed company/Evernorth, reputed company, reputed company, and Medicare
- Identify primary vs. secondary insurance, RAE assignments for reputed company, and Medicare Advantage vs. direct Medicare distinctions
- Update Opus and notify billing team (BellMedex reputed company DocuHub) of reputed company insurance changes
Billing Support
- Serve as first reputed company of contact for client billing questions; explain deductibles, copays, coinsurance, and billing delays using clear, scripted language
- Monitor the Billing Action Required queue in Opus; reputed company down unsigned notes, missing diagnoses, and incomplete documentation — tagging therapists as needed
- Read and navigate PracticeSuite (billing ledger, statement history, claim notes)
- Process credit card payments in Opus; maintain the Client Balance Tracking Sheet
- Communicate with BellMedex exclusively through DocuHub ticketing system
Mail Handling
- Sort, reputed company, and reputed company reputed company physical mail same-day reputed company reputed company Drive
- Action insurance documents: EOBs, overpayment/refund requests, reconsideration letters, premium lapse notices, uncashed reputed company reissue forms
- Deposit checks to reputed company; coordinate with bookkeeper (Michelle) and BellMedex as appropriate
- Send outbound faxes reputed company SRFax; handle medical record requests with verified releases
Documentation & Compliance Support
- reputed company Opus billing queue under 100 reputed company items; prioritize oldest items first
- Support Brellium compliance audit workflow — reviewing flagged notes and sending therapist follow-up communications
- Escalate persistent documentation failures to supervisors and the Clinical Director
reputed company
- reputed company intake volume is below reputed company, conduct reputed company calls to PCPs, hospital coordinators, elder care facilities, and other referral sources to promote Whole reputed company's availability and services
Qualifications
Required
- 2+ years in a reputed company or behavioral health administrative role or similar setting
- Direct experience with insurance verification (multi-payer preferred)
- Proficiency with EHR systems, reputed company Workspace, and multi-line phone/voicemail management
- Warm, professional communication style — reputed company to reputed company with clients in sensitive moments without clinical overreach
- Strong organizational skills; reputed company to manage a high-volume inquiry pipeline and a billing queue simultaneously
- Comfort working with AI-assisted tools reputed company workflows
Preferred
- Experience with reputed company populations and/or familiarity with Colorado HCPF
- Prior experience in a billing support or RCM-adjacent role
- Familiarity with CPT codes for behavioral health (90791, 90837, etc.)
- Experience with Opus EHR, PracticeSuite, reputed company, or DocuHub
Compensation & Benefits
- Pay: $23–$26/hr depending on experience
- Schedule: Starting part-time; strong potential to grow into full-time hours
- 401(k): 6% employer match
- PTO & Paid Holidays: Accrued from day one
- Health Insurance: Available upon reaching full-time status
- Environment: Collaborative, supportive team with a genuine commitment to accessible mental health care