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Description/Job Summary


The Client Registration Coordinator II will register new and established clients, gathering client demographics, income, insurance and eligibility information that support the business functions and determine the initial clinical need for service. Assignments/tasks are expected to be executed with considerable independence and maintain compliance with established facility policies and procedures, contract requirements, organization bylaws, and federal and state regulations/laws. Collect and validate the accuracy of insurance information and the level of the provider approved to provide services. Acquire authorization from the insurance companies using web based tools. Schedule initial appointments for client assessments and evaluations, transfer to triage line for adult services, or refer to children’s walk in orientation. Manage and coordinate Consultation Requests, verify insurance information, notifying the physician on call by either phone or email in a timely manner. Follow up support for outstanding consult requests. Process monthly reports for Access Behavioral Health and Medicaid eligibility. Process monthly clean up reports from Information Systems for SAMH eligibility. Process annual reports for select facility contracts. Manage the outside provider referrals, enter the information into the referral module, and contact the client regarding services. If the client accepts services, follow the initial registration process, If the client declines services, referring physician is notified and referral is closed. Update client demographics as required, reassess eligibility, verify changes in insurance and notify program areas of clients ineligible for services. Assist program staff with questions or concerns relevant to services at Lakeview Center. Assist external customers with questions regarding potential services at Lakeview Center or elsewhere in the community. Assist the business office as needed with client updates or changes in eligibility. Ensure Insurance is verified and benefits assigned for all clients registered and updated. Establish the fee for services and advise clients as to the cost to be paid at each clinic visit. Must be able to efficiently and accurately enter data into the Electronic Health Record (EHR). Develop and maintain positive relationships with external and internal customers. Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events. Provide prompt and courteous service to internal and external customers by addressing their needs in a tactful and cooperative manner.


  • Associate’s degree from college or university within area of position responsibility (In lieu of degree, High School or GED required with two (2) years of directly applicable experience may substitute for Associate’s degree).
  • Two (2) or more years of experience in Business Office, Medical office or Call Center.
  • Must have the ability to work independently with good decision making skills.
  • Must have strong organizational skills and the ability to prioritize responsibilities.
  • Must be able to maintain effective working relationships with internal and external customers.
  • Must be extremely detail oriented with a high level of accuracy while demonstrating the ability to resist distractions.
  • Position requires a friendly, confident and knowledgeable phone presence.
  • Excellent verbal and written communication skills including letters, memos and emails.
  • The position requires proficient computer skills and must be able to use Microsoft Office to complete tasks.

These responsibilities do not reflect all duties the incumbent will be required to perform. This description serves as an overview only. Salary is based on experience.  Excellent fringe benefits.

Lakeview Center is an Equal Opportunity / Affirmative Action employer. Minorities, Females, Protected Veterans and Individuals with Disabilities are encouraged to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Drug Free/Nicotine Free Workplace Employer, DRUG TESTING/NICOTINE TESTING REQUIRED

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Equal Employment/Affirmative Action employer including Vets and Disabled. For more information, view the EEO is the Law Poster and Pay Transparency Statement. For reasonable accommodation, please email us at