Receptionist/Biller (Mental Health) (Puyallup)

Receptionist/Biller (Mental Health) — Duties and Responsibilities Patient access and front desk operations Greet patients with trauma-informed, culturally sensitive customer service Manage multi-line phones, voicemail, email, and portal messages Verify demographics, insurance, photo ID, and benefits at check-in Collect copays and outstanding balances and issue receipts Coordinate interpreters, accessibility accommodations, and reminders Send and track intake packets, consent forms, and clinic policies Scheduling and care coordination Own the master scheduling template for all providers and rooms Book, confirm, cancel, and waitlist appointments with minimal gaps Manage referrals in and out and track closure Set up telehealth links, test tech with patients, and document consent Prioritize urgent slots for high risk follow ups per clinical guidance EHR and information management Enter and update patient data, insurance, and guarantor details in the EHR Scan and index records to correct charts and problem lists Maintain provider calendars and visit types Run daily huddles and end-of-day reconciliation reports Billing support and revenue cycle Obtain and document eligibility and mental health benefits Capture accurate reason for visit and referring info for authorizations Reconcile charges, copays, and no-show fees daily and hand off to billing Monitor authorization expirations and alert providers in advance Charge Capture & Coding Readiness Ensure encounters include correct CPT/HCPCS (e.g., 90791, 90832/90834/90837, 90839–90840, 90846/90847, 90853, 96127; Medicaid H-codes when applicable), ICD-10, units, POS (02/10/11/12), and modifiers (e.g., 95 or 93 for telehealth if payer-required) Confirm rendering/billing NPI, taxonomy, group NPI, and licensure alignment Payment Posting & Reconciliation Record patient payments (copays, self-pay, payment plans) and reconcile daily deposits to bank/HER Flag and process refunds/credit balances per policy Run and keep outstanding balance sheet down weekly to 5 pages and send Michelle all patients then need to be sent to collections Patient Billing & Support Assist with generating and mail/email patient statements, answer billing calls with clear, compassionate communication Assist with setting up payment plans, hardship/charity options per policy, and provide good-faith estimates (No Surprises Act) when applicable Safety, privacy, and compliance Protect PHI under HIPAA and, when applicable, 42 CFR Part 2 Follow identity verification and minimum necessary standards Recognize red flags for risk and route to clinician or supervisor immediately Participate in incident reporting and maintain front office safety protocols Team leadership and training Lead the receptionist team’s day-to-day workflow and coverage Onboard, and train new reception staff on EHR, phones, and policies Create and maintain SOPs and quick-reference guides Coach for quality, conduct spot audits, and deliver feedback Build weekly schedules and approve time off to ensure coverage Have joint with Michelle or Jessica/Deanna 3 month and yearly reviews with each staff member Document goals and their progress and areas in need of improvement Quality, metrics, and improvement Track and report Key Performance Indicator such as call answer rate, abandonment, new-patient lead time, no-show rate, eligibility success, and copay collection. Examples: Call answer rate: % of calls answered live (goal: ≥90%) Call abandonment: % of callers who hang up before pickup (goal: ≤5%) New-patient lead time: days from first contact to first appointment (goal: ≤7–14 days) No-show rate: % of missed visits (goal: ≤8% with reminders) Eligibility success rate: % of verified insurance before the visit (goal: ≥95%) Copay collection at check-in: % collected the day of service (goal: ≥98%) Message turnaround: median hours to respond to portal/voicemail (goal: ≤24h) Identify bottlenecks and propose workflow improvements Partner with clinical leadership, billing, and owners on cross-team projects Facilities and supplies Keep the lobby and check-in areas clean, organized, and welcoming Manage Security Keypad codes, office supplies, forms, and printed materials Coordinate with owners and vendors as needed