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Client Access Representative
Upstate Caring Partners
Utica, NY, USA
Posted on Sep 4, 2025
Community Health and Behavioral Services (CHBS) is an OMH Article 31 out-patient Mental Health Clinic serving children, families and adults in the community. We are looking to grow and expand services in the community. To keep up with the demands for our services, our team is looking for professionals to work as a part of an interdisciplinary team to meet the needs of our clients in a high-paced clinic setting.
The Client Access Representative (CAR) works within the Community Health and Behavioral Services (CHBS) program to support clients in accessing CHBS services. The CAR is the first staff that new, established and returning clients interact with by the phone or in person. The CAR facilitates rapid access to services by reducing barriers to scheduling. The CAR is a key member of the CHBS interdisciplinary team and facilitates communication between clients and their care team, to include nurses, medical and clinical providers. The CAR processes referrals, intakes, client registration, answers phones, schedules, takes messages and facilitates general communication. The CAR coordinates follow up access to care with with community referral sources, including hospitals and treatment centers.
Core Responsibilities
- Serve as the first point of contact for those seeking Behavioral Health Services, greet individuals in a welcoming and inviting manner.
- Use active listening skills to support the scheduling process and identify the best possible solutions to meet individual needs.
- Problem solve with individuals seeking services to identify and address barriers to attending appointments, such as transportation or lack of technology resources.
- Gather information from referral sources to facilitate appropriate access to services.
- Process incoming telephone calls, refer to appropriate staff, take messages and respond to requests for information.
- Type and maintain correspondence including letters, forms, reports, logs and charts as required by the program.
- Generate and maintain department or program specific reports, databases, charts and records as directed.
- Schedule all clinical appointments, program or department trainings or meetings, and special events.
- Initiate billing activity by obtaining complete insurance information upon intake, verify coverage, obtain authorization, monitor plan and benefit limits.
- Collect plan co-payments and unpaid balances at time of services.
- Coordinate Medicaid transportation and interpreter services.
- Ensure compliance with all pertinent government and agency regulations and operating standards
Qualifications
- High School diploma or equivalent – Associates Degree in Office Technologies preferred.
- 1-3 years experience in physician’s office preferred.
- Knowledge of Medicare/Medicaid and third party insurance payers.
- Must have a valid NYS Driver’s License
- Schedule is based on a 40-hour work week. Must work at least one late night (weekday) per week (until 8 pm) and at least one Saturday per month from 8 am to 4 pm.
BENEFITS
Our work environment provides the opportunity to grow and learn in a fast-paced atmosphere. We offer competitive benefits and salary to include a low-cost individual health insurance plan, dollar for dollar retirement match (up to 7%), life insurance, voluntary benefits and generous paid time off.
- Comprehensive Health/Dental/Vision
- Direct Deposit
- Flexible Spending Account (FSA)
- Retirement Plan 403(b)
- Life Insurance
- Voluntary Benefits
- Employee Assistance Program (EAP)
- Generous PTO Plans (Sick, Vacation and Employee Leave)
- Tuition Reimbursement
- Service Awards
- Employee Appreciation Events
- Employee Discounts
Upstate Caring Partners is the premier provider of direct-care services and programs in Central New York for individuals of all abilities and their families. If you believe in empowering people, Upstate Caring Partners is an excellent place to start or grow your career. Please visit our careers website to access the full job description located within the job posting. upstatecpjobs.org
To access a copy of the job description Click Here - Client Access Representative