Job Title:  Lakeville Coordinator

Job Summary:  Coordinating the business office activities for our Lakeville office.

Primary responsibilities include front desk activities of greeting and checking clients in and out for services, answering phones, appointment scheduling for new and existing clients, appointment reminder calls, distributing the mail and incoming faxes.   Primary responsibilities also include insurance and client billing and collections activities of obtaining benefit information, prior authorizations, posting charges and payments, scanning, and account follow up as necessary to assure timely collections.  

Current Job Responsibilities:

·         Greet clients and visitors with a warm, sincere welcome, in a courteous and friendly manner. Immediate attention and acknowledgement should be given to those in front of you and second priority to those calling by phone. All phone calls are answered immediately and put on hold if necessary to finish helping clients at the front desk.  Check-in and register clients, collect client co-payments and account balances, distribute and collect any paperwork needed, update address and follow up as necessary any insurance changes, scan insurance cards  and intake paperwork.

• Keep appointment front desk clipboard schedules accurate, documenting as needed. Make, cancel and maintain appointments.  Complete appointment reminder calls for the next day’s appointments. Check DEC schedule in the morning, noon. 2 pm and 5 pm.


• Collect and post co-pays, charges and client balances and insurance payments, prepare and make daily bank deposit


• Obtain insurance benefit information and prior authorizations, and input into account. 


• Document as necessary in quick notes any collections follow up.


• Assist psychiatry and therapy  staff as needed


• Review Aged Trial Balance Report weekly for insurance follow up. Resubmit claims or complete other insurance follow up as necessary to assure timely payment.


• Review Aged Trial Balances Report weekly for client account balance follow up.  Call clients and send collection letters as necessary to assure timely payment.   


• Scan documents, print and distribute incoming faxes and fax outgoing information


• Maintain client medical record by scanning paperwork and coordinating any releases with Eagan medical records coordinator.


• Print, complete and distribute daily fee slips and schedules

• Checking and distributing messages from the General Mail Box each morning and throughout the day


• Order supplies.  Fill forms.  Light cleaning maintenance including vacuuming and empty wastebaskets as needed.  Keep lobby neat and clean, coffee pot full of fresh coffee

 Prefer 2 to 5 years similar work experience with some college coursework preferred.