Position Summary Responsible for the clerical occupational medicine duties in support of all clients as assigned utilizing the five (5) Simply Better steps with every patient and team member interaction.

Essential Job Outcomes

• Provide excellent customer service for patients, employer accounts and carriers. Assures prompt and courteous handling of all telephone phone calls. Responds promptly to inquiries regarding referrals, work status, authorizations, appointments, etc.
• Provide case management services in coordination with the Practice Manager and Leads.
• Follows-up on RFA’s with carriers/TPAs/NCMs every 3 days, documents case management notes in Agility/Epic, in real time.
• Reports health screening results to employer accounts in a timely manner. Provides prompt communications regarding work status and notification of missed appointments to adjustors/employers. Client Service Rep. – Occ. Medicine 3
• Add/Schedule patients according to requested services. Confirm services on authorizations or calls for clarification.
• Perform clerical duties of moderate scope and complexity. Duties may include confirming authorizations; documenting client/supervisor name, phone number and insurance information.
• Organize and files all pertinent client/patient documents.
• Gather reports of outside physician MRO/Medical Director hours worked to assist PSB with billing applicable physician time/services rendered outside of clinic.
• Communicates and provides report of appropriate patient and appointment information.
• Establish detailed Worker’s Compensation account protocols that easily identify specific employer requirements.
• Maintain all employer account health screening records and retention per protocol.
• Educate other departments and staff on Worker’s Compensation screening processes.
• Identify improvement opportunities, implement countermeasures and escalate to appropriate management resource as needed.
• Receive, file, sort, and distribute all incoming and outgoing materials appropriately.
• Perform any additional or miscellaneous duties as requested by the management team within the scope of knowledge and ability.
• “Other duties as assigned”.