Directions for Living
  • 17-Jul-2018 to 30-Jul-2018 (EST)
  • Clearwater
  • Clearwater, FL, USA
  • Full Time

This position entails performing functions in any or all of the following in a multi-faceted office environment: reception, scheduling, coordinating multiple client appointments, and data entry. This position requires extensive telephone and face-to-face contact with clients and other providers, as well as assessing crises situations and routing emergency calls/situations to the proper personnel, quickly and efficiently. Primary position involved daily contact with customers on telephone and/or in person. Individual must present well and have excellent customer service skills. Position is responsible for the following: securing assessment paperwork for initial visits, explanation of services, coordination of client services - including therapy, medical visits and groups, collection of client copayments, verification of insurance and telephone contact. Team member may be required to perform other duties as needed. Applicant must demonstrate effective working relationships with other departments. This exciting and challenging opportunity involves being an integral part of the front door of Directions for Living. This position will work to establish measures of excellence that will enhance the customer's experience.


  • Acts as the initial point of entry, providing customer service for all programs.
  • Determine the initial insurance eligibility and financial status of clients.
  • Schedules client appointments and forwards completed necessary paperwork to receiving departments.
  • Collects and maintains accurate client demographic and referral information for entry into EHR system.
  • Ensures initial point of contact conducted efficiently and completely.
  • Provides high quality information and support that enhances the overall quality of Directions' services.
  • Maintains positive interactions between self, staff, clients and other key stakeholders.
  • Ensures agency access standards are met and works towards quality improvement goals as listed in the agencies' strategic plan goals.
  • Process daily reports to ensure accuracy and completeness of tasks.
  • Schedules all providers to maximize productivity for all locations and in all centers.
  • Assists clients flow through centers in a smooth and efficient manner; focusing on quarterly goals to decrease client wait times, and ensures that appointment times are meeting the needs of the clientele.
  • Communicates with Medical Assistants and Providers to ensure that direct client care is conducted by trained professionals, as needed. Communicates with a supervisor when difficult situations arise.
  • Phones are to be answered promptly and politely, while only releasing information in line with HIPAA standards.
  • Collection of copayments/co-insurance are due at time of service.
  • Practice and adhere to the 'Code of Conduct' philosophy and 'Mission and Value Statement'.
  • Work to achieve the Quality Improvement objectives of the department and organization with a team oriented approach, a positive attitude, and a goal of continual learning.
  • Maintain patient confidentiality and privacy of protected health information.


  • Excellent customer service and people skills required.
  • Knowledge of clinical/medical terminology.
  • Accurate keyboard, data entry and typing.
  • Legible handwriting, accurate spelling, punctuation, and grammar.
  • Team player & ability to work with others well.
  • Must have a customer service approach and be able to deal with clients assertively when needed.
  • Must work well in a team environment.
  • Experience working with electronic record.
  • Initiative and willingness to learn a must.
  • Must be able to work independently, multi-task, and manage time effectively in a fast paced environment.
  • Effective written and verbal communication skills.
  • Working knowledge of Microsoft Office Suite (Word, Excel,, Outlook).


  • Minimum of 0-1 years relevant and comparable experience in a health care Admissions/Scheduling/Access environment preferred.
  • Experience with EHR and/or practice management software environment preferred.
  • Knowledge of Medicaid, Medicare, and third party insurance plans.
Directions for Living
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