Client Services Coordinator

Community Medical Services (CMS) is seeking a Client Services Coordinator to be the welcoming face of our clinic. Under the supervision of the Clinic Manager, you will greet clients and visitors with professionalism, compassion, and a trauma-informed approach. You’ll play a key role in coordinating client care, including scheduling appointments, assisting with walk-in intakes, and addressing client concerns.

As part of our mission to help individuals recover from substance use disorders, you’ll thrive in a supportive, engaging, and fulfilling work environment where your contributions are valued.

Along the way, we’ll invest in your well‑being through a benefits package for full‑time employees that includes:

• Subsidized medical, dental, and vision insurance
• Health savings account
• Short and long‑term disability insurance
• Life insurance
• Paid sick, vacation, and holiday time
• 401K retirement plan with match
• Tuition and Continuing Medical Education reimbursement up to 100%
• Employee assistance program to support your mental health and wellness
• Ongoing professional development

• Enjoys a consistent schedule.
• Is excited to work in an outpatient setting, much like a doctor’s office.
• Remains friendly, helpful, and courteous when interacting with clients, including those who are chemically dependent.

• Greets and attends to clients in person and over the phone.
• Answers all phone calls in a professional and courteous manner.
• Manages the patient flow of a high volume of clients in a fast‑paced environment.
• May place outbound calls to schedule follow‑up appointments, or to engage clients in treatment.
• Creates new client profiles and enters demographic information in electronic health record.
• Schedules appointments using electronic scheduling system.
• Completes accurate documentation of client visits in their electronic health record.
• Maintains a welcoming lobby and reception area by ensuring areas remain clean and organized.
• Coordinates intakes on a walk‑in basis, including assisting clients with completion of required documentation and scheduling with an available provider and counselor to complete intake process; verifies insurance eligibility through various insurance portals, setting up billing episodes in electronic health record.
• Establishes client payment plans and financial contracts, collects and posts payments.
• Ensures confidentiality of all client and employee information.
• Assists in the de‑escalation of clients using a trauma‑informed approach.
• Triages client issues to secure most appropriate solution; introduces clients to the Recovery Connect engagement app and helps them navigate it as needed.
• Completes end‑of‑day tasks, including reconciling deposit and payment records.
• Verifies cash in cash box at the beginning of shift and reconciles cash count at the end of the day.
• Uses appropriate incident reporting procedures when documenting unsafe or problematic incidents involving clients, clients and/or staff.
• Participates in in‑service/education regarding Quality Improvement or required job‑focused education.
• Helps maintain inventory and assist in ordering clinic supplies.
• Performs general office duties, such as document preparation, scanning, faxing.

• High School Diploma/GED.
• 1+ years of experience in customer service is required.
• 1+ years of front desk experience, preferably at hospital front desk or multi‑physician practice is required.
• Hospital front desk or multi‑physician front desk experience preferred.
• For employees in TX, OH, MN, IN, WI:
  Motor Vehicle Valid state‑issued driver’s license and MVR clearance is required; a 39‑month MVR is required for any applicant at the time of the interview.

• Ability to communicate clearly and effectively between all organizational levels and with outside providers.
• Basic computer knowledge, including ability to navigate electronic health records.
• Culturally competent and sensitive to client and employee needs.
• Demonstrated ability in medication administration accuracy and ability to maintain accurate client records.
• Excellent organizational skills, accuracy, and attention to detail.
• Problem solving, conflict resolution, time…